Retail News Sentiment Report, October 2026

25,475 headlines about 219 US tickers were published in October 2026 and scored by state-of-the-art AI models trained specifically on financial data. 5,605 read positive, 4,728 read negative, and the average across all of them was 51 of 100 (neutral) on a scale where 50 is neutral.

Headlines scored
25,475
Tickers covered
219
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 2026-10-01 to 2026-10-31. Download the per-ticker CSV. Free to quote with a link to this page.

Most positively covered tickers in October 2026

Most positively covered tickers, October 2026Most positively covered tickers, October 2026TMO70AZN66NNE66SAP66REGN64CB62USB61IBRX61STM61QNT60
Most positively covered tickers in October 2026
TickerScore (0–100)HeadlinesThe headline that stood out
TMO70 bullish107Thermo Fisher Scientific (TMO) Stock Gets Fair Value Bump After Q2 Driven Analyst Target Increases (97 of 100)
AZN66 bullish134Summit Therapeutics (SMMT) Is Up 7.3% After $2 Billion AstraZeneca Partnership and Trial Collaboration (98 of 100)
NNE66 bullish43NANO Nuclear Energy (NNE) Stock Looks Reasonable Despite Fuel Technology Push (92 of 100)
SAP66 bullish31Strong Q2 Results and Cloud Momentum Reinforce SAP SE’s (SAP) Investment Thesis (98 of 100)
REGN64 bullish106Regeneron Says Newly Approved Drug Shows Sustained Efficacy In Halting Rogue Bone Growth (98 of 100)
CB62 bullish82Chubb Reports Third Quarter Per Share Net Income and Record Core Operating Income of $7.30 and $7.66, Respectively, Up 4.4% and 0.8%; Consolidated Net Premiums Written of $15.1 Billion, Up 1.9%, with (98 of 100)
USB61 bullish81U.S. Bancorp Reports 10% Rise in Q3 Net Income to $2.2 Billion as Earnings Beat Forecasts (98 of 100)
IBRX61 bullish35IBRX Stock Logs Best Week In Over 7 Months: Retail Eyes Anktiva Boost From Trump’s Cancer Panel Pick (97 of 100)
STM61 bullish57STMicroelectronics: A Recovery Is Happening, But Upside Is Limited (98 of 100)
QNT60 bullish33Quantinuum (QNT) Stock May Look Rich After CHIPS Award News (93 of 100)

Most negatively covered tickers in October 2026

Most negatively covered tickers, October 2026Most negatively covered tickers, October 2026NFLX37WDC38QQQ39SOXL39SLV40DKNG41BABA42BE42DE43NKE43
Most negatively covered tickers in October 2026
TickerScore (0–100)HeadlinesThe headline that stood out
NFLX37 bearish202Netflix projects lower-than-expected 2026 ad revenue in latest earnings report (1 of 100)
WDC38 bearish123Western Digital (WDC) Stock Price Drops As Q1 Results Spur Profit Quality Concerns (2 of 100)
QQQ39 bearish70Invesco QQQ Doesn't Own a Single Bank, and That's Not the Only Thing the Nasdaq-100 Leaves Out (50 of 100)
SOXL39 bearish24SOXX, SOXL, SMH Plunge As Chip Stocks Sell Off Amid Supply Chain Concerns (2 of 100)
SLV40 bearish42Gold, Silver In Spotlight After GLD Hits 52-Week Low, SLV Sinks To 11-Month Low – Peter Brandt Sees Signs Of A Potential Bottom (3 of 100)
DKNG41 slightly bearish96DraftKings (DKNG) Stock May Be Below Fair Value As Prediction Market Hopes Grow (2 of 100)
BABA42 slightly bearish40Alibaba Group Holding (BABA) Could Be 59% Undervalued Following Its ESOP Share Filing (13 of 100)
BE42 slightly bearish56What Bloom Energy (BE) Said on Its Q3 Earnings Call (50 of 100)
DE43 slightly bearish73Caterpillar and Deere Stock Fall as Regulatory Pressure Continues (2 of 100)
NKE43 slightly bearish156Nike Slips as Greater China Falls 26% and Converse Drops 28% in Q1 (1 of 100)

Sector sentiment in October 2026

Sector sentiment, October 2026Sector sentiment, October 2026Healthcare & Biotechnology57Energy & Clean Power55Industrials & Aerospace53Financial Services & Banking52Technology & Semiconductors51Consumer Discretionary & EV50Communication & Media48
Sector sentiment in October 2026
SectorScore (0–100)HeadlinesTickers
Healthcare & Biotechnology57 slightly bullish2,43519
Energy & Clean Power55 slightly bullish7875
Industrials & Aerospace53 slightly bullish1,26112
Financial Services & Banking52 neutral2,42116
Technology & Semiconductors51 neutral6,87125
Consumer Discretionary & EV50 neutral2,85116
Communication & Media48 neutral2,4506

Biggest sentiment reversals, and the headline behind each

  • XLE moved from 37 to 52 out of 100 (+15 points) across 105 headlines. The headline that stood out: XLE’s Price Has Surged, but Its Dividend Barely Moved (Yahoo).
  • HSBC moved from 63 to 50 out of 100 (-13 points) across 92 headlines. The headline that stood out: CRWV Stock Tumbles Premarket: HSBC Sees 36% Downside For CoreWeave As AI Boom Faces Debt Test (Yahoo).
  • UEC moved from 57 to 44 out of 100 (-13 points) across 21 headlines. The headline that stood out: Uranium Energy (UEC) Is Down 5.0% After Wider 2026 Loss But Stronger Operations - What's Changed (Yahoo).
  • HCA moved from 63 to 52 out of 100 (-11 points) across 55 headlines. The headline that stood out: Universal Health Services Fell 6% as Rival HCA Guides 2027 Earnings “Generally Consistent” With 2026 (Yahoo).
  • FPS moved from 56 to 45 out of 100 (-11 points) across 28 headlines. The headline that stood out: FPS Stock Plunges To Record Low, Falls Below IPO Price After CFO Ryan Fiedler's Exit (Yahoo).
  • AMC moved from 49 to 60 out of 100 (+11 points) across 63 headlines. The headline that stood out: AMC Entertainment Holdings Consensus Price Target Increased by 13.44% to $3.50 (Fintel).
  • CB moved from 52 to 62 out of 100 (+10 points) across 82 headlines. The headline that stood out: Chubb Reports Third Quarter Per Share Net Income and Record Core Operating Income of $7.30 and $7.66, Respectively, Up 4.4% and 0.8%; Consolidated Net Premiums Written of $15.1 Billion, Up 1.9%, with (Yahoo).
  • IREN moved from 54 to 44 out of 100 (-10 points) across 121 headlines. The headline that stood out: Applied Digital Falls 4% Despite Bringing 75 MW Online at Polaris Forge 1; IREN and Cipher Digital Also Slide 4% (Yahoo).
  • SOUN moved from 58 to 48 out of 100 (-10 points) across 58 headlines. The headline that stood out: With Shares Down 41% This Year, Could Buying SoundHound AI (SOUN) Stock Today Set You Up for Life? (Yahoo).
  • BIDU moved from 41 to 51 out of 100 (+10 points) across 29 headlines. The headline that stood out: Baidu (BIDU) Expands Its AI Business, but the Core Revenue Recovery Remains Uncertain (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.