Late-October Earnings Could Reprice Four Unloved Tech Names

The strongest catalyst in tech this fall is a two-week earnings window most are ignoring.

October 06, 2026

The mega-cap AI trade owns the headlines, but the real repricing opportunity sits in four unloved corners of tech reporting between late October and early November.

Consumer platforms, travel, payments infrastructure, and AI lending each have a clean data point heading into the print and a valuation that leaves you room if the macro cooperates.

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Enterprise Software

ServiceTitan Brings Business Agents to the Trades

ServiceTitan (NASDAQ: TTAN) is expanding Max, its agentic operating system, to every residential in-home contractor using the platform. A limited version is also entering testing with commercial and roofing businesses.

Max connects information across customer demand, field operations, scheduling, invoicing, and office management. Its agents can identify what needs attention, complete individual actions, and coordinate work across several connected processes.

Business Answers Move to the Phone

ServiceTitan has also introduced the Atlas mobile app, giving business owners direct access to company information and automated agents. Owners can ask about sales, revenue, performance changes, and operating results without waiting for a static report.

Atlas grounds its responses in the same company-wide information used across the rest of ServiceTitan. The app brings operational questions and business actions into a mobile interface designed for owners working outside the office.

Homh Creates a New Booking Channel

The company is also launching Homh, a platform that connects homeowners with selected ServiceTitan contractors.

It provides performance information, real-time availability, and confirmed appointments that feed directly into the contractor’s existing ServiceTitan system.

Homh can work with ChatGPT, Gemini, and Claude as consumers increasingly use AI assistants to find local services.

ServiceTitan is connecting business automation with customer discovery, turning its software into a system that can help contractors operate and attract new work.

Hardware

DEWALT Expands Tool Connect Across Fleets, Machines, and Storage

DEWALT, a Stanley Black & Decker (NYSE: SWK) brand, has launched a connected network for tracking tools and equipment across construction operations.

The system tracks assets as they move between vehicles, job sites, warehouses, heavy machinery, and secured storage.

Tool Connect already uses a mobile app and Bluetooth-enabled cellular gateways to locate compatible tools and tagged equipment.

The expanded network covers more locations where fixed gateways may lose contact with equipment moving around a project.

Existing Hardware Becomes a Tracking Network

Technology from Geotab, Trackunit, and BoxLock can now operate as additional detection points for DEWALT equipment. Fleet vehicles, connected machinery, and intelligent storage systems can detect nearby assets and report their locations through Tool Connect.

Existing Tool Connect customers can activate these integrations without installing another layer of dedicated tracking hardware.

Infrastructure already operating across the construction site effectively becomes part of the tool-monitoring system.

One Platform Covers the Jobsite

Construction companies often manage equipment through separate systems, leaving gaps between trucks, storage areas, and active worksites.

DEWALT is bringing those different tracking points into a single platform that provides a broader view of asset movement.

The network is designed to reduce lost tools, missing equipment, and time spent searching across multiple locations.

DEWALT is turning its physical product ecosystem into a connected technology platform built around visibility, location data, and jobsite management.

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Digital Health

Abbott Connects Its CardioMEMS Heart Sensor to a Mobile App

Abbott Laboratories (NYSE: ABT) has received FDA approval for new patient-facing capabilities within its CardioMEMS HF System.

Patients can now view their pulmonary artery pressure readings and health trends through the CardioGuide HF smartphone app.

CardioMEMS uses a small sensor permanently implanted inside the pulmonary artery to measure pressure between the heart and lungs.

Abbott’s Merlin.net Patient Care Network transmits readings to clinical teams for remote monitoring.

Pressure Changes Can Appear Early

Rising pulmonary artery pressure can signal that heart failure is worsening weeks before noticeable symptoms develop.

Earlier visibility allows medical teams to review the patient’s condition and adjust treatment before the problem becomes more serious.

Previously, clinicians monitoring patients remotely had primary access to CardioMEMS information. The approved update brings that information directly to patients, creating a clearer connection between the implanted sensor, medical team, and person receiving care.

Treatment Updates Move Through the App

Abbott also received approval for Dynamic Treatment Plan, a software feature that connects medication instructions with changes in pressure readings.

Clinicians can create personalized adjustment plans and send updated guidance through the CardioGuide HF app.

The system turns remote heart monitoring into a more active digital treatment channel between medical appointments.

Abbott plans to release the app and Dynamic Treatment Plan later this year, extending CardioMEMS beyond clinical measurement into connected heart-failure management.

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Recent Tech Movers

eBay (NASDAQ: EBAY)
AI Commerce Finally Earning Its Keep

eBay has been written off as a legacy e-commerce name for a decade. The last three quarters have told you a different story.

GMV growth is back positive. The ads take rate keeps expanding. The AI-powered listing and buyer-matching product is showing up in retention data. Not a hype feature. An actual engagement lift.

Catalyst: Q3 earnings on Oct 27. Consensus has been drifting higher as management guided to another sequential improvement in focus categories (collectibles, refurbished, luxury).

You're paying roughly 17x forward earnings for a business throwing off real free cash flow and steadily shrinking its share count. That's a reasonable price for an improving business.

Risk: A consumer discretionary slowdown. If holiday spend disappoints, GMV guidance comes down and the multiple compresses with it. But the valuation doesn't demand much growth, which is exactly why the setup still works heading into the print.

Expedia Group (NASDAQ: EXPE)
Holiday Booking Window Just Opened

Expedia doesn't get the AI love newer platforms do. Doesn't matter. The setup heading into Q3 earnings on Oct 29 is the strongest you'll find in travel.

OTA booking data has been running ahead of consensus. Holiday capacity cuts from the airlines are pushing more consumers toward flexible booking tools. And the Vrbo repositioning is finally stabilizing instead of leaking share.

You're buying roughly 12x forward earnings on a business that keeps returning cash through buybacks, with shares still about 24% below their 52-week high. The valuation alone gives you a margin of safety heading into the print.

Risk: Pure macro. If the consumer finally cracks, discretionary travel is one of the first line items to break, and Expedia's bookings data would roll over fast. But the real-time data heading into Q3 is clean, and the valuation gives you cushion if the macro holds up.

Corpay (NYSE: CPAY)
Carved Out and Compounding

Corpay is the fuel card, cross-border, and lodging payments business you remember as FleetCor before the rebrand. The portfolio reshape is what matters here.

Management has divested the lower-growth units and leaned hard into cross-border B2B payments, where volumes are compounding north of 20%.

Catalyst: Q3 earnings on Nov 2 after the close. Consensus has crept higher as cross-border lapped easy comps.

Management also hinted at a tuck-in acquisition in embedded payments on the last call. If that deal lands, your growth story reaccelerates immediately and the multiple should re-rate with it.

Risk: Fuel card headwinds, where EV adoption and fleet efficiency slowly erode the legacy business. But cross-border is the bigger engine now, and that's the exposure you actually want. Roughly 15x forward on mid-teens EPS growth is a fair price for the setup.

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The Rate-Cycle Re-Rating Setup

SoFi Technologies (NASDAQ: SOFI)

Thesis in one line: SoFi is a national-bank fintech levered to the rate cycle. The platform originates personal, student, and home loans while scaling a fee-based financial services segment and the Galileo tech platform.

When rates compress and credit holds, your lending margins and non-lending revenue both expand. When yields spike, the stock takes it on the chin.

Why look now, with the stock down more than 50% from its 52-week high? Because the setup is tightening on both ends.

September handed you a roughly 12% drawdown as rising bond yields, high interest rates, and broader market volatility weighed on the share price, not a break in the business.

Q2 2026 net revenue came in around $1.22 billion, up more than 40% year over year, with net income near $157 million, and management raised 2026 adjusted net revenue guidance to a range of $4.75 billion to $4.85 billion.

Lending revenue surged 63% year over year in the second quarter, reflecting strong demand across its loan products.

On top of that, on September 22 SoFi became the first national bank to go live with stablecoin settlement across Mastercard's global payments network, stacking optionality while the market sells it.

Risk: A credit event or a hawkish Fed re-pricing. Loan losses tick up, yields grind higher, and the entire fintech complex re-rates lower. Size it accordingly. Watch the Q3 print on Oct 27 before the open, and any shift in Fed language before then.

Everything Else

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider