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
Negligible Capital on X
Why has $SPHR been smoked lately? Wizard of Oz flop? Is it cheap now? Name is down 40% from its highs in August https://t.co/0dLnpRxXTl
A Capital on X
@SurfShopCapital $ASTS 🚀
A Capital on X
Hi 👋 $GLND https://t.co/l2WQWIHyBk
Calvin Blissett on X
$HHS spread kind of wide again. STARR CEO reaffirmed target of YE 2026, and said working on S-4. Gross 12.71%. Annualized 66%. A few other parties got pretty far in the go shop period providing to me a nice Margin of Safety. I sold a chunk at $4.63. Am buying back here. Writeup: https://t.co/dxoWyjD3SE
A Capital on X
$FSLR <$200 is as dislocated as $TLN was at $280… This is perception <> reality. Do you see it?
Lee Roach on X
Entravision $EVC down on the Univision deal as investors have completely forgot about the growing ad-tech business and are underwriting for a dying media company that plays non-stop Taco Bell ads.
Negligible Capital on X
Why is $SPCX up 19% in the last 3 days? Wrong answers only https://t.co/WAzAKfXYCz
DOMO Capital Management, LLC on X
Thanks for the shout-out @KEDM_COM @hkuppy $MNRO https://t.co/EE5lEMjRdb https://t.co/m3jR6Bm42S
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 CACI $15BGOOGL $3.4T
- Fairtree Asset Management Q3 2026 SSL $11B
- Hoisington Investment Management Third Quarter 2026
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- Moon Capital Management third quarter 2026 TME $15BSPOT $122B
- 1 Main Capital third quarter 2026 BFIT $2.2BHDIH
- Sustainable Growth Advisers Q3 2026
- Sustainable Growth Advisers Quarter 3 2026 COO $12BCRM $187B
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…
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…
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…
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
ORCL Update
Oracle rose about 12% intraday on October 28, 2026 as AI infrastructure and cloud-demand sentiment improved and credit-spread concerns…
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
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
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…
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.
Apple’s iPhone Duo in the flesh
Apple unveiled the iPhone Duo, its first foldable iPhone, at its Fifth Avenue Manhattan store.
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.
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…
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Newsletters 109
- 310 Value’s Newsletter
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Seeking Alpha 73 of 273
Adam Schadt- Albert Anthony
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High Alpha Professor
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Infinity Curve
Investor Overview
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JR Research
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Khaveen Investments
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Lee Bailey
LL Insights
Long Player
Marc Gerstein
Melissa Tucker
Mike Arnold
Mike Zaccardi, CFA, CMT
Miletus Research
Motti Sapir
Myriam Alvarez
Petri Dish Reports
Philip Wang
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PropNotes
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Rubicon Associates
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Seeking Profits
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Sorrento Research
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Steven Fiorillo
The Alpha Analyst
The Asian Investor
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The Supercycle Investor
The Undercovered Dozen
Tim Travis
Uttam Dey
Value Capital Research
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Zoltan Ban
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A Capital
absreturnchaser
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Alpha Vulture
AltayCap
Asif Suria
Bank Reg Blog
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BDC
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Broken Moats
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catechwilliams
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Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker
George Noble
Hunterbrook
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Kevin Mak
Kuppy
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Mr Neutral Man aka "Howard Marks of REITs”
Multiples Capital
Myles
Nat Stewart
Negligible Capital
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Odd Lot Arbitrageur
PAA Research
Paradis
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Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital- RiverRoadPartners
Rohan Pavuluri
Rusholme Capital
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Serenity
SG
Sheel Mohnot
SouthernValue
Steve Eisman
The Friendly Bear
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
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Undiscovered Compounders
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
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- 13D Activist Fund
- 1851 Capital
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- Accelerate Financial Technologies
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- Alluvial Capital Management
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- BBH
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- Chevy Chase Trust
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- Curreen Capital
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- Gresham House
- Gresham House Strategic Equity Capital
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
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- Hayden Capital
- Heartland Advisors
- Hennessy Funds
- Heptagon Capital Future Trends Equity Fund
- Heptagon Capital Kettle Hill US L/S Equity Fund
- Highwood Value Partners
- Hinde Group
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- Hood River Capital Management
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- Hosking Partners
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- Montaka Global Investments
- Moon Capital Management
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- Muhlenkamp & Company
- Munro Partners
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- Nelnet
- Newport Capital Group
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- Oldfield Partners
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- Optimist Fund
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- Overseas Asset Management Asian Recovery Fund
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- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
- Protean Funds
- Pzena Investment Management
- QV Investors
- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
- REQ Capital
- RF Capital Management
- RGA Investment Advisors
- ROCKLINC Investment Partners
- Regal Partners Global Investments
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
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- Royce Investment Partners
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- Sequoia Fund
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- Shelton Capital Management
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- Stone Ridge Asset Management
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- Stonehearth Capital Management
- Summers Value Partners
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- TEAM Asset Management
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- The London Company
- Third Avenue Management
- Third Point
- TimesSquare Capital Management
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
- Upslope Capital Management
- VH Standard Asset Management
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- WestEnd Capital Management
- Westfield Capital Management
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
