Key Highlights

  • Oportun Financial (NASDAQ:OPRT) climbed 20.72% intraday to USD 12.12 after raising its full-year outlook. FTC Solar (NASDAQ:FTCI) soared 47.48% to USD 2.14 after projecting fourth-quarter Revenue between USD 44 million and USD 52 million.
  • Fidelity National Information Services (NYSE:FIS) dropped 21.93% to USD 30.44 after investors read its 2026 forecast as a cut, along with a short-term halt to share repurchases.
  • UroGen Pharma (NASDAQ:URGN) slid 18.14% to USD 28.16 when its JELMYTO 2026 net product revenue forecast was lowered to roughly USD 90 million from USD 97 million to USD 101 million.
  • Trimble (NASDAQ:TRMB) retreated 18.74% to USD 53.32 because its full-year range narrowed while keeping roughly the same middle point, rather than lifting the outlook.

Oportun Financial (NASDAQ:OPRT): Gains 20.72% on an Improved Forecast

Oportun Financial (NASDAQ:OPRT) rose 20.72%, or USD 2.08, to USD 12.12 intraday on November 4, 2026, which implies a prior close around USD 10.04 (calculated). The third-quarter 2026 release published on November 3, 2026 described a higher full-year outlook and lower expected Credit losses. For the fourth quarter, management projected revenue of USD 247 million to USD 252 million, a net charge-off rate of 11.05% plus or minus 15 basis points, and adjusted EBITDA of USD 49 million to USD 54 million. Full-year adjusted EPS guidance of USD 1.60 to USD 1.70 means the stock trades at about 7 to 8 times that figure (simple arithmetic on two published numbers). The release also excluded a non-recurring Mexico value-added tax refund from adjusted metrics. Risks include sensitivity of consumer credit to jobs and inflation, dependence on securitization funding and regulatory scrutiny of high-rate lending, so the 20.72% gain can partly reverse.

FTC Solar (NASDAQ:FTCI): Soars 47.48% on a Stronger Fourth-Quarter Projection

FTC Solar (NASDAQ:FTCI) was quoted at USD 2.14, a 47.48% gain, during regular trading on November 4, 2026. The implied prior close is USD 1.45 (calculated), so the increase is about USD 0.69 per share. A company release dated November 4, 2026 showed third-quarter revenue of USD 32.8 million, up from USD 26.0 million a year earlier. For the fourth quarter, the company projected revenue of USD 44 million to USD 52 million, non-GAAP Gross Profit of USD 5.0 million to USD 8.3 million, and adjusted EBITDA from a loss of USD 3.9 million up to zero. It expects positive adjusted EBITDA in the first quarter of 2027. Contracted Backlog stood at about USD 640 million. On the other hand, cash was USD 5.1 million, GAAP Net Income relied on a USD 19.5 million non-cash Warrant gain, and with a Market Value near USD 39 million, quoted moves can reverse.

Fidelity National Information Services (NYSE:FIS): Off 21.93% After a Forecast Reset

Fidelity National Information Services (NYSE:FIS) was quoted at USD 30.44, a 21.93% decline on November 4, 2026, equal to an implied drop of USD 8.55 per share from a prior close of USD 38.99 (calculated). The company release showed third-quarter revenue of USD 3,454 million, up 27%, and adjusted EPS of USD 1.61, so the quarter was solid and the outlook drove the reaction. The updated 2026 outlook is revenue of USD 13,445 million to USD 13,505 million, adjusted EPS of USD 5.82 to USD 5.89, and adjusted EBITDA of USD 5,565 million to USD 5,605 million. Published coverage characterized the guidance as a trim. The release also said Buybacks are on hold until gross Leverage falls to about 2.8 times, which removes a source of per-share support, although quarterly dividends will continue.

UroGen Pharma (NASDAQ:URGN): Lower by 18.14% After a JELMYTO Forecast Reduction

UroGen Pharma (NASDAQ:URGN) was quoted at USD 28.16 intraday on November 4, 2026, a fall of 18.14%. The implied prior close is USD 34.40 (calculated), so the decline equals USD 6.24 per share. The company release arrived at 8:00 a.m. ET on November 4, 2026. Total third-quarter revenue reached USD 89.0 million, versus USD 27.5 million a year earlier, with ZUSDURI contributing USD 68.0 million. Management now projects 2026 JELMYTO net product revenue of about USD 90 million, below the earlier USD 97 million to USD 101 million, pointing to a one-time gross-to-net adjustment and competitive trial enrollment. A reduced forecast can weigh on valuation because JELMYTO is a steady revenue base that supports Debt service while ZUSDURI scales. Cash and marketable securities totaled USD 90.5 million, while total liabilities of USD 397.1 million exceeded total Assets of USD 271.9 million.

Trimble (NASDAQ:TRMB): Lower by 18.74% as Recurring Revenue Growth Cools and Range Tightens

Trimble (NASDAQ:TRMB) was down 18.74%, or USD 12.30, at USD 53.32 intraday on November 4, 2026, implying a prior close near USD 65.62 (calculated). The company release came out at 6:55 a.m. ET. Revenue increased 7% to USD 966.8 million, and annual recurring revenue climbed 11% to USD 2.56 billion, decelerating from 14% growth in the August 12, 2026 release. Full-year 2026 revenue guidance was set at USD 3,910 million to USD 3,940 million and non-GAAP EPS at USD 3.63 to USD 3.69, compared with USD 3,900 million to USD 3,950 million and USD 3.60 to USD 3.70 in August, so the band tightened rather than widened. Fourth-quarter revenue is projected at USD 1,031 million to USD 1,061 million. A premium software multiple leaves little room when subscription growth slows, and risks include Margin pressure in Field Systems.

Where Things Stand

FTC Solar (NASDAQ:FTCI) was the biggest mover, up 47.48%, and what links all five is that each reacted to guidance rather than to the quarter alone. Oportun Financial (NASDAQ:OPRT) advanced on a raised outlook. Fidelity National Information Services (NYSE:FIS) declined after a trimmed forecast and paused buybacks. UroGen Pharma (NASDAQ:URGN) slipped on a lower JELMYTO projection. Trimble (NASDAQ:TRMB) dropped as its range tightened and recurring revenue growth eased. Next up are the 10-Q filings and fourth-quarter delivery against each range. Intraday prices can change, and none of this is Investment advice.