Signal Breakdown
8 verified publisher articles from recent coverage.
Limited TV coverage this week.
Limited video coverage this week.
GDELT tone + context across verified sources.
What’s Driving Sentiment
Bullish Signals
- Q3 results beat forecasts with sales of $1,504.96M and diluted EPS of $3.40.
- Management reaffirmed fiscal 2026 guidance of $10.66–$10.96 and emphasized selective M&A and shareholder returns.
- Operating cash flow surged 47% and the stock reacted positively with double-digit short-term gains.
Risk Factors
- Management cited freight headwinds as a pressure on margins and operations.
- Despite the recent rally, shares remain down about 13.33% year-to-date, indicating lingering investor concern.
- Coverage notes the company is recovering from a difficult year, so the turnaround may still be in progress.
Evidence
- 2026-10-25Source: TIINGO
Summary: Q3 2026 sales $1,504.96M and diluted EPS $3.40; full-year guidance confirmed at $10.66–$10.96; management highlighted selective M&A and prioritized reinvestment, dividends, and buybacks — positive for Pool Corporation’s growth and shareholder returns.
Bullish - 2026-10-24Source: TIINGO
Summary: Pool Corporation reported Q3 revenue and earnings above forecasts and reaffirmed full-year profit guidance, triggering a sharp stock rebound (7-day +15.36%, 30-day +19.49%). Despite the short-term rally, year-to-date shares remain down 13.33% and one-year total shareholder return is -30.52%.
Bullish - 2026-10-23Source: TIINGO
Summary: Pool Corporation's targeted pricing and tight working-capital discipline are already offsetting freight headwinds, suggesting operational execution can generate shareholder returns even without a broader market recovery.
Bullish - 2026-10-23Source: TIINGO
Summary: Pool Corporation reported Q3 2026 revenue of $1.50 billion (+3.7% YoY) and non-GAAP EPS of $3.40, 1.2% above consensus; company cites sales initiatives and pricing strategies that supported margin stability.
Bullish - 2026-10-23Source: TIINGO
Summary: Pool guided FY2026 EPS $10.87–$11.17 versus consensus $10.98 (midpoint ~$11.02 slightly above consensus); analysts updated price targets (e.g., DA Davidson $200), so guidance is essentially in-line to modestly positive.
Neutral - 2026-10-22Source: TIINGO
Summary: Q3 2026: Pool Corporation reported resilient maintenance revenue, faced freight headwinds, and achieved a 47% surge in operating cash flow.
Bullish - 2026-10-22Source: BOTH
Summary: POOL shares rose 10.6% after the company reported a solid earnings beat, suggesting a potential turnaround following a difficult year.
Bullish - 2026-10-22Source: GDELT
Summary: Pool Corp. reaffirmed its fiscal 2026 outlook, and its stock rose about 4% on the update, signaling investor approval of the company’s guidance.
Bullish
Showing 8 of 8 verified news articles
- No current evidence is available for this source.
No current verified Archive TV segments
- No current evidence is available for this source.
No verified video evidence in the current 7-day window
Formula & Methodology
- News
- GDELT discovers coverage; only publisher passages that directly name the company qualify as news evidence.
- TV
- Internet Archive TV captions are retained only with a match-centered quote that directly names the company.
- Video
- Recent Bullish Gator videos tagged to the company; the item summary and publisher label feed the judge.
- Holistic AI judge
- A single Azure OpenAI call reads the news, television, and video evidence together and returns the rating, a 0–100 composite, and a short rationale. Thresholds are enum-only: 65+ Bullish, 35 or lower Bearish, Neutral in between.
Data Source
News evidence comes from the GDELT Global Knowledge Graph (via BigQuery); TV evidence from the Internet Archive TV News Archive; video evidence from recent Bullish Gator video coverage. Azure OpenAI filters per-article relevance and serves as the holistic AI judge that produces the composite rating. Portions use data from The GDELT Project under open data terms. This page is informational analysis, not investment advice. See Financial Disclaimer.