Retail News Sentiment Report, September 2026
18,341 headlines about 182 US tickers were published in September 2026 and scored by state-of-the-art AI models trained specifically on financial data. 3,987 read positive, 3,283 read negative, and the average across all of them was 51 of 100 (neutral) on a scale where 50 is neutral.
- Headlines scored
- 18,341
- Tickers covered
- 182
- News sources
- 10
- Average score (0–100)
- 51 · neutral
50 is neutral. We call 48 to 52 neutral; 53 to 59 slightly bullish, 60 to 74 bullish and 75 or more very bullish; 41 to 47 slightly bearish, 26 to 40 bearish and 25 or less very bearish.
Covers 2026-09-01 to 2026-09-30. Download the per-ticker CSV. Free to quote with a link to this page.
Most positively covered tickers in September 2026
| Ticker | Score (0–100) | Headlines | The headline that stood out |
|---|---|---|---|
| AZN | 66 bullish | 106 | Amgen, AstraZeneca combination improves survival measures in late-stage lung cancer study (98 of 100) |
| REGN | 63 bullish | 61 | Regeneron (REGN) Stock Still Looks Undervalued After A 40% Run (92 of 100) |
| HCA | 63 bullish | 51 | HCA Healthcare Delivers Consistent Message Around H2 Cadence Expectations, RBC Says (98 of 100) |
| SNPS | 62 bullish | 30 | What Is Synopsys (SNPS) Telling Investors With Its Latest AI Chip Design Progress? (50 of 100) |
| HSBC | 62 bullish | 51 | HSBC Upgrades Synopsys to Buy, Sees 28% Earnings Growth Through 2028 (97 of 100) |
| TMO | 61 bullish | 87 | TMO Stock Could Gain Following the Launch of EMPAD G2 Detector (97 of 100) |
| BB | 61 bullish | 89 | BlackBerry (BB) Surpasses Q2 Earnings and Revenue Estimates (98 of 100) |
| MDT | 61 bullish | 103 | Medtronic PLC (MDT) (Q1 2027) Earnings Call Highlights: Strong Revenue Growth and Raised ... (98 of 100) |
| TSM | 60 bullish | 135 | Taiwan Semiconductor (NYSE:TSM): High Growth Momentum Meets a Breakout Setup (98 of 100) |
| NNE | 59 slightly bullish | 27 | Wall Street Analysts Predict a 129.86% Upside in Nano Nuclear Energy Inc. (NNE): Here's What You Should Know (50 of 100) |
Most negatively covered tickers in September 2026
| Ticker | Score (0–100) | Headlines | The headline that stood out |
|---|---|---|---|
| XLE | 35 bearish | 44 | XLE Is 91% Oil and Gas. Investors Buying “Energy” May Own Less Than They Think (50 of 100) |
| DKNG | 41 slightly bearish | 40 | DKNG Stock Heads For Worst Month Since January, But Retail Backs DraftKings' DKeX Despite Kalshi’s Lead (2 of 100) |
| BIDU | 41 slightly bearish | 34 | Baidu Inc. (BIDU) Suffers a Larger Drop Than the General Market: Key Insights (3 of 100) |
| NKE | 42 slightly bearish | 126 | Nike CEO Sells Over 9,000 Company Shares Amid a Declining Stock Price (2 of 100) |
| BSX | 43 slightly bearish | 71 | Boston Scientific Flags Guidance Miss Amid 'Material Impact' From Cybersecurity Incident; Shares Fall (2 of 100) |
| NFLX | 43 slightly bearish | 161 | Netflix (NFLX) Shares Pressured by Weak Q2 Outlook (1 of 100) |
| HD | 43 slightly bearish | 116 | 107-year-old Home Depot rival closing 25% of its stores (2 of 100) |
| SHW | 43 slightly bearish | 39 | Q2 Earnings Outperformers: Sherwin-Williams (NYSE:SHW) And The Rest Of The Building Materials Stocks (4 of 100) |
| OKLO | 44 slightly bearish | 113 | Oklo (OKLO) Stock Sees Fair Value Cut As Analysts Weigh Growth Against Execution Risk (2 of 100) |
| DIS | 44 slightly bearish | 133 | Walt Disney (DIS) Cuts 300 Jobs In HR And Tech In Third 2026 Layoff Round (1 of 100) |
Sector sentiment in September 2026
| Sector | Score (0–100) | Headlines | Tickers |
|---|---|---|---|
| Healthcare & Biotechnology | 57 slightly bullish | 1,871 | 19 |
| Energy & Clean Power | 53 slightly bullish | 616 | 5 |
| Technology & Semiconductors | 51 neutral | 5,179 | 25 |
| Industrials & Aerospace | 51 neutral | 914 | 12 |
| Financial Services & Banking | 51 neutral | 1,775 | 16 |
| Communication & Media | 50 neutral | 1,853 | 6 |
| Consumer Discretionary & EV | 48 neutral | 2,362 | 16 |
Biggest sentiment reversals, and the headline behind each
- ISRG moved from 38 to 54 out of 100 (+16 points) across 69 headlines. The headline that stood out: Intuitive Surgical Sees Procedure Growth Despite U.S. Slowdown and China Pressure (Yahoo).
- CSCO moved from 45 to 59 out of 100 (+14 points) across 123 headlines. The headline that stood out: Cisco Systems Stock Rose On More Than Its AI Orders (Yahoo).
- BKNG moved from 64 to 51 out of 100 (-13 points) across 78 headlines. The headline that stood out: Why Is Booking Holdings (BKNG) Down 3.6% Since Last Earnings Report? (Yahoo).
- GE moved from 60 to 49 out of 100 (-11 points) across 130 headlines. The headline that stood out: GE Aerospace Stock Faces Pressure As Jefferies Cuts Price Target (Benzinga).
- BA moved from 57 to 46 out of 100 (-11 points) across 108 headlines. The headline that stood out: What Is Boeing (BA) Hiding With Its $3.1 Million FAA Safety Fine? (Yahoo).
- ADP moved from 48 to 58 out of 100 (+10 points) across 73 headlines. The headline that stood out: ADP Canada Pay Insights: Pay for Job-Stayers Was Up 3.0% in August (Yahoo).
- PG moved from 57 to 47 out of 100 (-10 points) across 30 headlines. The headline that stood out: Procter & Gamble (PG) Stock Could Be 25% Undervalued On Cash Flow (Yahoo).
- TJX moved from 55 to 46 out of 100 (-9 points) across 56 headlines. The headline that stood out: Why Is TJX (TJX) Down 10.1% Since Last Earnings Report? (Yahoo).
- COP moved from 60 to 52 out of 100 (-8 points) across 79 headlines. The headline that stood out: Oil Producers Slide as Crude Retreats: EOG Resources Drops 6%, ConocoPhillips and Occidental Petroleum Fall 5% (Yahoo).
- LMT moved from 60 to 52 out of 100 (-8 points) across 119 headlines. The headline that stood out: Lockheed Martin (LMT) Stock Still Looks Below Fair Value After A 74% Run (Yahoo).
How this was measured
Every headline our collectors stored for the month is scored by state-of-the-art AI models trained specifically on financial data, and every figure is shown as a whole number from 0 to 100, where 50 is neutral. A ticker appears in a ranking only with at least 20 scored headlines in the month, and a sector with at least 50; sector scores are weighted by headline count rather than averaged across tickers. A reversal requires both months to clear the ticker floor and a move of at least 8 points on the same scale, so a name that simply started being covered is not counted as one. The same scorer produces the per-headline numbers shown on the site, so the report and the product cannot disagree. Where a quoted headline is marked as off topic, our news providers filed it against that ticker and it names another company; the aggregate keeps it because that is what was attributed, and the quotation says so rather than implying otherwise. Nothing here is investment advice.
Sources in this month: Benzinga, CNBC, ChartMill, EODHD, Fintel, GlobeNewswire Inc., SeekingAlpha, The Motley Fool, Yahoo, Zacks Investment Research.
The same scoring is described in full at /methodology, and every report in this series is at /research.
Stock Companion's signals are generated by an automated model and are not financial advice.