Monday, September 28, 2026

Zscaler (NASDAQ: ZS) Stock Rating: Accumulate After Q4 FY7/26 Earnings

Zscaler posted 25% Q4 revenue growth to $898.2 million and a 24.3% operating margin, but guided FY27 growth down to 16.6%-17.5% as free cash flow fell.

ZS $33B

Cestrian Capital Research Sep 28 4 clicks

Sep 28 DASH $81B

Uber: The Aggregator on Trial

MBI Deep Dives 3 clicks

Sep 28 VEEV $45B

Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank

Cestrian Capital Research 5 clicks

From X

@KEDM_COM Aug 12

KEDM.com on X

Stride’s $LRN CEO James Rhyu seems to be getting canned and will be replaced by old-timer Robert Knowling. Is the 71-year-old CEO the right person to run a company that’s struggling with tech implementations, or is he better suited to manage relations with school boards? To calm the markets, LRN pre-released earnings in line with expectations, but they failed to comment on enrollment figures, which spooked markets. This has been a volatile name. If they guide to a return to growth in Q1, this should re-rate from the 9x FCF it currently trades at. If for some reason enrollments decline because parents are holding a grudge after a year of tech issues, watch out below. Operating leverage is very strong here. Mr. Knowling’s contract includes a change-of-control provision.

@stockgutter Aug 12

SG on X

Market doesn't care for $PAGS earnings. I thought they were fine. Still long and may add. https://t.co/00u7Uy3BOO

@stockgutter Aug 11

SG on X

Me, I bought this crap (around $21.4). $SMCI https://t.co/yRsywgjrZw

@ChrisCamillo Aug 11 1 click

Chris Camillo on X

@eager28 No I’m invested indirectly via $SKM

@HaydenCapital Aug 11 2 clicks

Fred Liu on X

I think $MELI's up for same reason $SE's up. Signs that Sea's reinvestment cycle is turning (or least not as aggressive as feared - see the 2H ebitda guide), which means less pressure on MELI. And maybe MELI margins have found a bottom / will inflect soon too. + Just maybe, both can co-exist & grow 50% y/y.

@TheBenSchmark Aug 11 1 click

JabroniCoin.USD on X

For FY 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. Net sales in the range of $14.5 billion & $15.5 billion for the first quarter of FY 2027 ending September, 2026, and non-GAAP net income per diluted share of $1.01 to $1.10 $SMCI 👀 https://t.co/BMrEvmCbQj

@irbezek Aug 11 1 click

Ian Bezek on X

@shortbus_ace @akeemcap @QuietProsperity $CAAP is 6x EV/EBITDA and no Mexico. But half of EBITDA is from Argentina, so that's its own can of worms (albeit the Argy fees are charged at a fixed USD rate not Peso)

@irbezek Aug 11 1 click

Ian Bezek on X

@shortbus_ace @akeemcap @QuietProsperity Sheinbaum doesn't leave office until 2030 so that's a reasonable bet, though maybe you get clipped in 2029 once the pre-election hope cycle starts up. Underlying EBITDA will grow 12-15%/year like usual (faster at $ASR with the M&A) so stocks can still work in the interim.

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

MOD $9.7B

Value Don't Lie Sep 28 4 clicks

QuantumScape: Sell The Stock That Has No Revenue And No Factory Until 2029

QuantumScape faces a 2029 PowerCo plant delay, reduced partner commitments and no revenue, with a scenario-weighted $2.12 per-share…

QS $2.8B

Bears of Wall Street Sep 28

On’s Premium Playbook

On Holdings targets premium growth through 2029, using LightSpray soccer cleats and higher pricing, with ASPs rising from $145 to $170…

ONON $11B

TSOH Investment Research Sep 28 5 clicks

The Monday Morning Briefing: Micron and Nike Earnings on Deck

Micron and Nike earnings headline a weekly briefing featuring Exor’s NAV discount, Meta’s Muse agent and Bellway’s UK housing valuation.

NKE $50B

Latticework by MOI Global Sep 28 3 clicks

An open letter to Senator Elizabeth Warren

NAIC oversight missed Delaware Life’s $13.34 billion affiliated-bond exposure and permits capital treatment that props up Brighthouse’s…

BHF $2.9B

Mispriced Assets Sep 27 1 click

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $60BTPL $23B

Rebound Capital Sep 27 7 clicks

Sezzle: The Market Is Underestimating This High-Growth Fintech

Sezzle’s Q2 2026 revenue rose 51.7% and adjusted net income 58.4%, while revenue per GMV reached 11.7% as Premium subscriptions lifted…

SEZL $3.6B

Blake Winiecki Sep 27 1 click

New Buy : Honeywell Aerospace $HONA

Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…

HONA $49B

D Invests Sep 26 13 clicks

Reddit: DCF Valuation

Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.

RDDT $29B

Hated Moats Sep 25 8 clicks

Oklo: Shares Have Plunged, But I'm Still Bearish

Oklo shares have fallen 77% since October 2025 as commercialization slips beyond 2027, revenue estimates fall and dilution continues.

OKLO $7.2B

Ian Bezek Sep 25 5 clicks

CBOE · long

Cboe Global Markets INC

Cboe Global Markets trades near $232, with a roughly $24.3 billion market cap, net cash and a 16-17x forward P/E.

CBOE $29B

Value Investors Club Jun 30 4 clicks

TSOH Weekly Roundup (09/25/2026)

TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…

RL $22BPTON $2.2B

TSOH Investment Research Sep 25 6 clicks

Single Stock Spotlight #15: Rocket Companies (RKT)

Rocket Companies combines Redfin, Rocket Mortgage and Mr. Cooper into an end-to-end homeownership platform, adding mortgage servicing fees…

RKT $33B

Hidden Rock Capital's Newsletter Sep 25 7 clicks

Ouster (NASDAQ: OUST) Stock Rating: Accumulate - Initiating Coverage

Ouster began coverage at Accumulate as lidar revenue rose 56% in Q2, while annual cash burn near $80 million has driven an 86% share-count…

OUST $3.2B

Cestrian Capital Research Sep 25 8 clicks

Research & Analysis: The Aaon Group (NASDAQ: AAON)

AAON's BASX data-center cooling business targets $1 million to $1.5 million per megawatt, with new capacity and backlog conversion expected…

AAON $6.8B

Monte Independent Investment Research Sep 25 8 clicks

Vista Energy: The Cash Engine Is On

Vista Energy's Q2 2026 production rose 32% and revenue 89% as Vaca Muerta acquisitions expand its Argentine export platform and cash…

VIST $7.1B

Alan Galecki Sep 25 5 clicks

Ciena & Fabrinet: The Road Ahead for Optics

Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…

FN $16BCIEN $55B

Aurelion Research Sep 24 5 clicks

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $68B

Gen Alpha Sep 24 1 click

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

FWONK $23B

Open Insights Sep 24 7 clicks

Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy

ASR’s $992 million Motiva acquisition broadens its South American airport network after a 25% YTD decline, while its 8.5% FCF yield and…

ASR $6.4B

C Jessen Sep 24 3 clicks

Monday, September 28, 2026

KEDM.com on X

SG on X

SG on X

Chris Camillo on X

Fred Liu on X

JabroniCoin.USD on X

Ian Bezek on X

Ian Bezek on X

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