AI filing briefs

SEC 8-K filings, explained

Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).

All listed companies S&P 1500 only
Any tone PositiveNegativeMixedNeutral
All topics earnings 1239guidance 194m&a 160leadership 334financing 242legal/regulatory 22restructuring 25shareholder 122product/contract 16other 74

23,609 AI briefs of 8-K filings on record, from 1,506 companies. Browse every brief by month, with filters →

5 of 2,428 briefs in the last 45 days.

NorthWestern Energy reaffirms 2026 EPS guidance of $3.68 to $3.83 at EEI conference

Neutral guidance 7.01

NorthWestern Energy filed a presentation for the EEI Financial Conference in Scottsdale, Arizona, November 8-10, 2026, in which executives will affirm the company's 2026 non-GAAP earnings guidance of $3.68 to $3.83 per diluted share. The filing reports no new financial results and no change to guidance, and the guidance excludes costs related to the pending merger with Black Hills Corp.

Read the filing on SEC.gov ↗
MOHMOLINA HEALTHCARE, INC. Nov 6, 4:19 PM ET

Molina Healthcare reaffirms 2026 EPS guidance of at least $2.38 GAAP and $5.25 adjusted

Neutral guidance 7.01

Molina Healthcare said senior management will reaffirm its 2026 full-year GAAP diluted EPS guidance of at least $2.38 and adjusted diluted EPS guidance of at least $5.25 at UBS's Global Healthcare Conference on November 9, 2026. The filing reaffirms existing guidance rather than changing it, so shareholders get no new numbers, but it confirms the company's outlook as of early November.

Read the filing on SEC.gov ↗
KMXCARMAX INC Nov 3, 8:07 AM ET

CarMax outlines Shift into GEAR strategy, targets mid-teens adjusted EPS CAGR through FY2030

Neutral guidance 7.01

CarMax held a virtual Strategic Update on November 3, 2026, presenting a multi-year plan called Shift into GEAR and a financial framework through fiscal 2030. The company targets mid-single-digit used retail unit growth and mid-teens adjusted EPS growth, using fiscal 2026 adjusted EPS of $2.91 as the base, while maintaining a strong balance sheet and returning excess capital to shareholders. The filing contains targets rather than reported results, and it notes that Tier 2 lending expansion will pressure near-term auto finance income.

Read the filing on SEC.gov ↗
ORCLORACLE CORP Oct 28, 2:24 PM ET

Oracle sets FY30 revenue goal of $225 billion+ and caps new capital raises at $20 billion

Neutral guidance 7.01

At its October 28, 2026 Investor Day, Oracle set long-term FY30 targets of $225 billion or more in total revenue, a non-GAAP operating margin of 40% or more, and non-GAAP EPS of $21 or more, and reaffirmed its fiscal 2027 outlook. Oracle also committed to limiting additional capital markets funding for its FY27-FY30 investment cycle to $20 billion, which matters to shareholders because it sets expectations for future equity dilution and debt.

Read the filing on SEC.gov ↗
KRKROGER CO Oct 20, 6:56 AM ET

Kroger Sets 2029 Targets, Reaffirms 2026 Guidance at Investor Update

Neutral guidance 7.01

Kroger outlined a multi-year plan called Build America's Favorite Grocer and set new long-term financial targets through 2029, including 3%-6% adjusted EBITDA growth and 7%-11% adjusted net EPS growth for FY2027 through FY2029, excluding the pending Giant Eagle acquisition. The company reaffirmed its full-year 2026 guidance from its second quarter earnings, and replaced its prior 8%-11% total shareholder return target with the EPS-only target.

Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Frequently asked questions

Which filings get a brief?

Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.

How is the impact score set?

The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.

How quickly do briefs appear?

On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.

Which companies are covered?

Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.

Are older briefs kept?

Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.