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
Fierce_beast on X
the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3
Devin LaSarre on X
Newest out: Logista: Still Truckin' $LOG $IMBBY $MO $PM $BTI $STG $HAYPP https://t.co/7p5IFSBnJf
marginofdanger on X
The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK
Timyan Bank Alert on X
@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.
Odd Lot Arbitrageur on X
MDVT is smaller and trades at approx. half the multiple of CMTV. Disclosure: long $MDVT
Odd Lot Arbitrageur on X
Dominant local franchise: 5 branches and 56% deposit market share in Addison county. ~2/3 of loan book in resi mortgages. Owns most of its office locations and 50% of a $1.6b trust company in a JV with $CMTV.
Odd Lot Arbitrageur on X
National Bank of Middlebury $MDVT: one of the oldest community banks in the country; received its charter in 1831. Trades at +/- 7x ntm earnings. https://t.co/ZryrKkgLGm
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
Investor Letters
All letters- Broyhill Asset Management third quarter 2026 CACI $13BGOOGL $3.5T
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Hoisington Investment Management Third Quarter 2026
- 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 $2.2BHDIH
- 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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Sectors
Ordered by how often our editor reaches for them.
