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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Lee Roach on X
What price would you guys buy $NCMI at? Stock plunging from terrible acquisition. But there’s a price for everything. Last terrible acquisition I followed was $BTU and their stock collapsed too and they got out of the deal. Stock re-rated hard. https://t.co/ecUOLwfD4H
Lee Roach on X
@CapitalFang Worked for $BTU. Not sure if something will work here.
Lee Roach on X
I recently shared my brokerage account YTD and Max returns but I’d thought I’d share my actual positions. I’m still heavily invested in $EVC. Let's Go! https://t.co/2tmL8Z5FMw
JabroniCoin.USD on X
@ShitFund Fills me with $GLE https://t.co/zsPt26H9HM
JabroniCoin.USD on X
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
mavix on X
Shelly Group $SLYG H1 '26 results: ▫️Revenues +26.5% ▫️EBIT +45.6% ▫️EBIT margin of 26% (vs. 22.6%) ▫️Net result +51.4% ▫️OCF +260.6% ▫️FCF +354.3% ▫️Cash +133.1% ▫️DSO of 147 days (-21) ✅ Guidance confirmed https://t.co/do39CfwTEk
SG on X
Jun28 $BE 85P x 510C strangle currently fetches about $100. Tempted to sell a few.
Lee Roach on X
The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 CACI $13BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- Moon Capital Management third quarter 2026 TME $15BSPOT $129B
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Sustainable Growth Advisers Quarter 3 2026 COO $12BCRM $187B
- Matrix Asset Advisors 3rd Quarter 2026 NKE $60BUBER $147B
- Polaris Capital Management Third Quarter 2026 DNBBF $50BMUFG $243B
ORCL Update
Oracle rose about 12% intraday on October 28, 2026 as AI infrastructure and cloud-demand sentiment improved and credit-spread concerns…
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Cerebras ($CBRS): A Neocloud Masquerading as a Chipmaker
Cerebras relies on OpenAI for almost all of its $25 billion backlog while renting AI capacity, raising questions over its semiconductor…
Daktronics (DAKT): Dominant Leader | Deep Dive
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
Danaher’s robotics era
Danaher’s new CEO paired a Q3 beat and raised EPS outlook with a 2027 4%-5% organic-growth starting point, while pitching AI-enabled…
The Cigna Group: Client Retention Matters, But Contract Profitability Matters More
Cigna faces PBM margin pressure as employer fee demands and Signature transition costs outweigh specialty-drug growth, limiting profit…
Narek Hovhannisyan 1 click
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Vertiv (NYSE: VRT) Stock Rating: Accumulate, $329 Price Target After Q3 FY12/26 Earnings
Vertiv beat Q3 revenue guidance by $460 million, grew organic sales 55%, and raised full-year revenue guidance by $650 million to a $14.65…
Xenia Hotels: A Buy Ahead Of Q3 Results, Betting On Continued Portfolio Quality
Xenia Hotels & Resorts pairs luxury hotel assets, brand affiliations and planned renovations with investment-grade credit and covered…
Albert Anthony 2 clicks
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.
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…
My Last GFL Update - Hopefully
GFL’s take-private structure hinges on BC Partners rolling 60% of its stake to preserve debt portability under the 40% permitted-holder…
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…
Novartis (NYSE: NVS) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
Novartis grew Q3 sales 4% to $14.5bn and raised profit guidance, but pipeline failures triggered a $1.9bn impairment as net debt reached…
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.
Boeing (NYSE: BA) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
Boeing posted $24.2 billion in Q3 revenue and $1.5 billion in operating cash flow, but commercial aircraft lost $697 million as production…
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…
Nicolas Bolsinger 1 click
Are Neoclouds Dead?
Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…
Quantinuum: A Quantum Leader At A Reasonable Value
Quantinuum’s trapped-ion quantum platform supports a $2 billion 2030 revenue estimate and $135 fair value, backed by $2.1 billion cash and…
Fundamental Options 5 clicks
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…
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Sectors
Ordered by how often our editor reaches for them.
