RingCentral Stock Surges 14% and Newmont Posts Record Cash Flow as Q3 2026 Earnings Season Accelerates

A broad wave of third-quarter 2026 earnings reports hit on October 22, with the sharpest single-session market reaction coming from RingCentral, whose shares jumped 14% after the cloud communications company beat EPS estimates and raised its full-year outlook. Subscriptions revenue rose 6.0% year-over-year to $653 million, topping the high end of guidance, while the company achieved record GAAP and non-GAAP margins. The share of annual recurring revenue tied to customers using a native paid AI product approached 15%, double the year-ago level, and gross debt was cut to approximately $1 billion.

Bloom Energy delivered record quarterly revenue of $1.235 billion in Q3, up 138.1% year-over-year and driven by a 179.4% surge in product revenue to $1.074 billion. Gross margin expanded 453 basis points to 33.8%, and the company raised its full-year 2026 revenue guidance to a range of $4.4 billion to $4.6 billion, representing roughly 122% year-over-year growth at the midpoint. Bloom was also added to the S&P 500 during the quarter. Despite those results topping estimates, shares fell after hours.

Newmont beat Q3 2026 estimates and reported record quarterly free cash flow, generating $2.8 billion of cash from operating activities. The gold miner produced 1.3 million attributable gold ounces with an all-in sustaining cost of $1,454 per ounce, and it improved its full-year AISC guidance to $1,520 per ounce. Adjusted net income came to $2.3 billion, or $2.20 per diluted share, with adjusted EBITDA of $4.0 billion.

Omnicom topped Q3 estimates and lifted margins, while SS&C Technologies beat the EPS consensus but saw shares slide after hours. MaxLinear also cleared Q3 estimates yet fell in after-hours trading. Robert Half beat EPS forecasts and its shares rose, JAKKS Pacific reported a 20% jump in sales alongside an earnings beat, and South Plains Financial topped profit forecasts with its Houston integration now complete. Several regional banks including Enterprise Financial, First Merchants, WesBanco, Old Second Bancorp, Civista Bancshares, and Associated Banc also held Q3 calls during the session.