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
Back to today
From X
Deep Sail Capital on X
Artemis is going to be a huge driver to $LUNR growth over the next 5 years. $2b market cap @ $13 / share kind of feels like early $RKLB at $2b @ $5/share. https://t.co/KaaQ7mFlSt
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
SG on X
$NU strong report imo. LFG. I'm long and may add. https://t.co/8sNxzwFADh
BDC on X
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
Timyan Bank Alert on X
Citi $C Expands Customer Engagement and Commerce Media Capabilities With Addition of Kard - https://t.co/A0DL3zGdiS
SG on X
$INTU strong rebound. Not a zero like the bashers said. I'm long, covered by Jan 400 calls. https://t.co/yuYhxU6OIa
junkbondinvestor on X
Workday employees learning their new owner's first workstream will be headcount reduction $WDAY https://t.co/AIvTDIXGdo
Asif Suria on X
Related from yesterday about the success rate of deal rumors like $WDAY: https://t.co/Ea5tx0kMx6
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 CACI $13BGOOGL $3.4T
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 TLN $17B
- Moon Capital Management third quarter 2026 TME $15BSPOT $129B
- 1 Main Capital third quarter 2026 KKR $90B
- 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
Microsoft Corp Earnings Update: Fiscal Q1 2027
Microsoft’s fiscal Q1 revenue rose 19% as Azure grew 48%, while $45.2 billion of capex including finance leases cut free cash flow 27%;…
Culper Research vs Cerebras: A Neutral Engineering-Driven View
Cerebras’ alleged electromigration issues hinge on temperature and voltage limits, not total power draw, while thermal variation and…
CoStar 3Q26 Recap: Cost Decreases Cost of Growth
CoStar’s 14% revenue growth, $37 million in net new bookings and 14% stock drop sharpen doubts that sales and marketing cuts can coexist…
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Cerebras ($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…
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
SWI #25 & #26 - Monopoly in Hybrid Bonding (BESI), Monopoly in Lithography (ASML)
Besi and ASML dominate hybrid bonding and lithography equipment, positioning both European semiconductor suppliers for AI-driven chip…
Alibaba: At $100, The Market Is Pricing The Bear Case
Alibaba's $100 valuation discounts cloud growth, China competition and US investment-ban risk, while its cloud unit posted 45% revenue…
M&M Capital 2 clicks
Meta Earnings, Muse and the Frontier, Musebook
Meta’s earnings hinge on whether investors back Zuckerberg’s Muse vision and the compute spending required to build it.
ORCL Update
Oracle rose about 12% intraday on October 28, 2026 as AI infrastructure and cloud-demand sentiment improved and credit-spread concerns…
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…
Seagate Q1: Earnings Beat, Stock Plunges But Valuation Concerns Exist (Rating Downgrade)
Seagate’s Q1 revenue rose 61% and adjusted EPS nearly tripled, but a 130% YTD rally leaves STX exposed if cyclical margins normalize.
Agar Capital 
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…
Apple’s iPhone Duo in the flesh
Apple unveiled the iPhone Duo, its first foldable iPhone, at its Fifth Avenue Manhattan store.
Anthropic Deep Dive
Anthropic’s $80.7 billion first-half loss was mostly fair-value marks, while $16.3 billion revenue and compute economics showed a $974…
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…
Right-Sizing Memory
Micron’s AI memory demand depends on workload-specific accelerator designs that shift bits among HBM, GDDR and LPDDR, changing wafer…
Are Neoclouds Dead?
Neoclouds face tighter debt financing as AI infrastructure capex outruns cash flow, leaving cash-burning GPU providers more exposed than…
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Sectors
Ordered by how often our editor reaches for them.
