Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review
Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and services growth decelerated.
Wednesday, October 28, 2026
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From X
Voss Capital on X
In Voss's Q3 2023 letter we give updates on $ECN and $CROX and highlight a new long idea, $CRH (base case PT $120, 118% upside). Link here: https://t.co/iCyikUpqno https://t.co/NtFZk6UERg
Little Owl Research on X
If anyone has any questions on $HHH feel free to DM me.
Little Owl Research on X
For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp
Derek Pilecki on X
@blanco1973 $BANC, lol!
Idea Brunch on X
New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII https://t.co/DEmsYmqki0
Voss Capital on X
Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN
Voss Capital on X
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
Voss Capital on X
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 CACI $13BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 TLN $17BZEG $5.6B
- Moon Capital Management third quarter 2026 TME $15BUNVGY $31B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Sustainable Growth Advisers Quarter 3 2026 COO $12BNKE $60B
- Matrix Asset Advisors 3rd Quarter 2026 NKE $60B
- Polaris Capital Management Third Quarter 2026 DNBBF $50BSHG $30B
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Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker
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The Cigna Group: Client Retention Matters, But Contract Profitability Matters More
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Enova International (ENVA): Leading US Online lender with excellent track record
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Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings
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EQT Q3 FY12/26 Earnings Review - Distribute Rating
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Innodata responds, Amkor surges, Mega Tech spending on tap
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My Last GFL Update - Hopefully
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Expert Call | Lumentum Optical Chip Capacity, EML/SiPh Outlook & Industry Pricing
Lumentum’s 2027 optical-chip expansion, 200G EML and CW capacity, silicon-photonics roadmap, pricing and 3.2T module prospects face…
AppFolio 3Q26 Business Recap: AI Agents Support Growth
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
Are Neoclouds Dead?
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Reddit: Deep Dive Analysis
Reddit generated $805 million in Q2 2026 revenue, 95% from ads, but slowing Google search referrals expose AI-driven traffic and…
Single Stock Spotlight #17: Gamestop (GME)
GameStop’s $6.1 billion in net cash equivalents and shift toward collectibles underpin a $30 to $40 per-share valuation thesis.
Monte Investments Market Brief Vol. CXXXIII
Monte Investments updates Carpenter Technology after a 25% sell-off, tracks EQT’s $12.83 billion Range Resources acquisition and assesses…
Cadence Design Systems Q3 FY12/26 Earnings Review
Cadence Design Systems grew Q3 revenue 22% to $1.633 billion, built an $8.2 billion backlog and raised its 2026 revenue growth outlook to…
Blackstone: Q3 Shows The Private Credit Scare Was Overdone, And The Stock Is Still Cheap
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WULF · long Terawulf INC
TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.
Merger Monday & Election Implications
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
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Celestica surges as the AI chip race keeps going
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Conor Maguire | Value Situations
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Deep Sail Capital
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Devin LaSarre
DOMO Capital Management, LLC
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- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
