Wednesday, October 28, 2026

Group 1 Automotive (GPI): Q3 2026 Earnings

Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while short interest rose.

GPI $3.2B

Cannibal Stocks Oct 28 1 click

Oct 28 DAKT $977M

Daktronics (DAKT): Dominant Leader | Deep Dive

Hidden Gems Investing 6 clicks

Oct 28 ENVA $4.4B

Enova International (ENVA): Leading US Online lender with excellent track record

Substack von Philipp 3 clicks

From X

@leevalueroach Aug 11

Lee Roach on X

Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my

@stockgutter Aug 11

SG on X

Not in $OGI at the moment but this was a good report. Congrats to those who held. cc @danreaven https://t.co/Nvtr15omhI

@stockgutter Aug 11

SG on X

$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5

@majgeoinvesting Aug 10 2 clicks

Maj Soueidan on X

Microcap Earnings Calls I’m tracking tomorrow + why: $MDP.TO New drug momentum $TISI Turnaround + activist $ACCS Competitive environment $BWEN Turbine business pulse $ATGN Hail Mary $FF Nice Q per @GrumpierBTDay $TACT Recurring revenue push $OPXS Backlog trends @InfoArbMonitor https://t.co/Ca9uFHBWVM

@david_katunaric Aug 10 1 click

Mikro Kap David on X

For reference, this is what an impressive quarter from $EVC looked like just a year ago. Covered my thoughts on Q2 2026 in the paid chat. Heading to sleep now. https://t.co/h1BLsnRzvE

@stockgutter Aug 10 2 clicks

SG on X

$FF results looked good to me. I remain long and may add. https://t.co/GHDH7wjRX9

@majgeoinvesting Aug 10

Maj Soueidan on X

Well, it looks like $HQI is still seeing a recovery its business, strengthening throughout Q2. Staffing industry is tough right now, but Co. is still worth tracking. Regarding $MPAA, I guess the chapter 11 asset purchase is still an intriguing catalyst. @InfoArbMonitor https://t.co/uKHwcYQEWr https://t.co/mwNrHQkxkT

@david_katunaric Aug 10 1 click

Mikro Kap David on X

It only took a 20-second glance at $EVC Q2 '26 results to see that Smadex is once again firing on all cylinders—230% revenue growth (another fucking acceleration) and EBIT up 673%, topping $40M for the segment. In a single quarter. 🤯 (missed Q1 tweet due to Champions League) https://t.co/4WsDSlnD1g

Innodata responds, Amkor surges, Mega Tech spending on tap

Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.

INOD $1.5BAMKR $8.8B

The Technology Letter Oct 27 6 clicks

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.

APPF $8.4B

Speedwell Research Oct 27 5 clicks

TTM Technologies: The Market Already Caught On To Peak Numbers

TTM Technologies’ record Q3 and data-center exposure drove a 27.7% stock drop as investors questioned debt-funded growth, leverage and the…

TTMI $7.7B

Nicolas Bolsinger Oct 27 1 click

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…

KRMN $5.2B

Monte Independent Investment Research Oct 27 1 click

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…

IREN $9.9BFRMI $1.3B

CV's Substack Oct 26 16 clicks

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…

AMKR $8.8B

Cestrian Capital Research Oct 26 4 clicks

Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 7.4x earnings and book value, down 36% in a day. Up to 3.8x

A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…

INTR $1.7B

Calvin Blissett Oct 26 38 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $363M

Rafa F. Oliver, CFA Oct 26 4 clicks

Molina & Kinsale

Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…

KNSL $8.8B

Bearstone Oct 26 8 clicks

Duolingo: The 2027 Bull Case Is Hidden In The Monetization Switch

Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…

DUOL $7.6B

Geneva Investor Oct 26 4 clicks

WULF · long

Terawulf INC

TeraWulf is shifting from bitcoin mining toward data centers, seeking a higher-quality and more defensive business model.

WULF $5B

Value Investors Club Jul 29

HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel

HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…

HUYA $457M

Astrada Advisors Oct 26

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $806M

Jimmy's Journal Oct 26 69 clicks

WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger

Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.

JBLU $1.3BINTR $1.7B

Ian’s Insider Corner Oct 25 11 clicks

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $46M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $19M

Atrium Research - Equity Research Oct 25 3 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $7.4MSSTK $161M

PETITION Oct 25 4 clicks

Digital Marketing Leader Klaviyo Deserves A Strong Buy

Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…

KVYO $6.1B

Fountainhead Oct 25 2 clicks

Signet Jewelers (SIG): The Next Dillard’s?

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

SIG $4.5B

Cannibal Stocks Oct 25 20 clicks

Avalo Therapeutics: Contrarian 'Buy' Ahead Of Abdakibart's Phase 3

Avalo Therapeutics' Abdakibart enters a pivotal hidradenitis suppurativa trial after positive LOTUS data, with monthly dosing and…

AVTX $379M

Myriam Alvarez Oct 25 3 clicks

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Wednesday, October 28, 2026

Lee Roach on X

SG on X

SG on X

Maj Soueidan on X

Mikro Kap David on X

SG on X

Maj Soueidan on X

Mikro Kap David on X

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Seeking Alpha 74 of 275

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