Earnings season is winding down and the broker conference circuit is starting up. Over the next four weeks, management teams sit in fireside chats at J.P. Morgan, UBS, Baird, Raymond James and others, and those sessions are often where guidance gets nudged between quarters. Here is who has confirmed what, as of November 9. Times are as the companies gave them; most sessions are webcast on each company’s investor relations site.
Week of November 9
Thursday, November 12
- Workiva (WK) at the BMO Technology and Innovation Leaders Conference, 4:00 p.m. Eastern.
- UL Solutions (ULS) at the Baird Global Industrial Conference.
- ATS Corporation (ATS) at the same Baird Global Industrial Conference.
Week of November 16
Monday, November 16: FIRY reports third quarter 2026 results and hosts a conference call and webcast.
Tuesday, November 17 is the busiest day, because of J.P. Morgan’s Ultimate Services Investor Conference.
- MSCI (MSCI), CFO Andrew Wiechmann, fireside chat at 11:40 a.m. Eastern.
- UL Solutions, 11:40 a.m. Eastern webcast.
- NIQ (NIQ), CEO Jim Peck and CFO Mike Burwell, fireside chat at 2:40 p.m. Eastern.
- BlackSky (BKSY) at the 17th Craig-Hallum Alpha Select Conference, Sheraton New York Times Square.
- Aeva (AEVA) at the RBC Capital Markets Global Industrials Conference, New York.
Wednesday, November 18: BlackSky CEO Brian O’Toole on a panel at the Global Space and Defense Tech Summit, Deutsche Bank Center, New York.
Thursday, November 19: Workiva at the Stephens Annual Investment Conference, 11:00 a.m. Central. BlackSky at Needham’s virtual tech week.
Week of November 23
Monday, November 23: UL Solutions at the Citi Business, Leisure and Transport Conference.
Week of November 30
Monday, November 30: MSCI at the UBS Global Technology and AI Conference, 2:55 p.m. Mountain.
Tuesday, December 1: UL Solutions at the UBS Global Industrials and Transportation Conference, 1:00 p.m. Eastern.
Week of December 7
- Monday, December 7: Workiva at the Raymond James TMT and Consumer Conference, 9:20 a.m. Eastern.
- Tuesday, December 8: UL Solutions at the same Raymond James conference, 8:40 a.m. Eastern. Workiva at the Wells Fargo TMT Summit, 2:15 p.m. Pacific.
- Wednesday, December 9: Aeva at the Nasdaq London Investor Conference, fireside chat at 10:30 a.m. GMT.
What to listen for
MSCI is presenting at a UBS conference with AI in its title, which tells you the pitch: index and analytics data as fuel for AI tools in asset management. NIQ, a recent IPO, will be asked about consumer spending going into the holidays. UL Solutions sells testing and certification, so its tone on data center, battery and electrical product demand is a decent read on industrial capex. BlackSky and Aeva are both defense and autonomy stories, and both are on the road early. Aeva’s next stops after December are CES 2027 in Las Vegas, January 6 to 9, and the Needham Growth Conference on January 13.