EQT Q3 FY12/26 Earnings Review - Distribute Rating
EQT moved to Distribute at $56.29 after Q3 revenue fell 9.6%; a 44% trailing free-cash-flow margin signals cycle risk despite lower debt and an EPS beat.
Tuesday, October 27, 2026
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Barbarian Capital on X
The American Eater Wins Again Costco expands Uber Eats delivery partnership to 47 states $COST https://t.co/0MGvzZQ6IH
Barbarian Capital on X
J.B. Hunt stock plunges 13% after company warns third-quarter earnings will fall $JBHT https://t.co/Um7V5QhpjP
Barbarian Capital on X
Snap tries to bring AR glasses to enterprise market, partnering with Nvidia, AWS and Salesforce $SNAP https://t.co/jh1lM0JqYQ
BDC on X
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
Barbarian Capital on X
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN https://t.co/pSDzIOtCPo
BDC on X
Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap
BDC on X
Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr
BDC on X
Based on what we've seen so far from Specs, and given private market valuations, could easily see $SNAP sell 20% minority stake in Specs for $2B. Implication is insanely bullish for SNAP equity.
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 TLN $17BZEG $5.6B
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Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing
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Monte Investments Market Brief Vol. CXXXIII
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Alexander Grover 3 clicks
Cadence Design Systems Q3 FY12/26 Earnings Review
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Timur Mekhantev 2 clicks
WULF · long Terawulf INC
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EQT’s $50 billion merger with Range Resources and Ovintiv’s $1.26 billion acquisition of Logan Energy reshape North American oil and gas…
The Data Center Bridge
Small- and mid-cap data center stocks trade as one despite sharply different funding bridges: 12 of 15 cover fixed costs on signed…
Celestica surges as the AI chip race keeps going
Celestica rose 12% after beating revenue and profit expectations and raising its full-year outlook, as AI chip demand supports contract…
Seagate sells off but the outlook is still very good
Seagate shares fell 8% after earnings offered less upside than prior quarters, but the hard-disk drive maker forecast another strong…
Amkor Q3 FY12/26 Earnings Review
Amkor's Q3 sales were flat at $1.991 billion as computing and automotive/industrial growth offset a 27% communications decline; Q4 sales…
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