Regeneron (REGN) Q3 FY 12/26 Earnings Review
Regeneron’s Q3 revenue rose 36% to $5.1 billion, driven by a 68% jump in Sanofi collaboration revenue, while operating income doubled to $2.0 billion.
Friday, October 30, 2026
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From X
Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Artisan Partners Q3 2026 HDLMY $35BIQV $43B
- Sound Shore Management third quarter of 2026 LUV $21BQXO $12B
- Curreen Capital July–September 2026 AAP $2.9BCUUCF $4.8B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.2B
- Broyhill Asset Management third quarter 2026 CACI $13BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 TLN $17BZEG $5.6B
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Twilio CEO: ‘Buy the dip!’
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Incyte (INCY) Q3 FY 12/26 Earnings Review
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CoStar: 3Q26 Business Recap
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Carpenter Technology (CRS) Q1'27: The Sell-Off Resets the Entry Point
Carpenter Technology fell 25% after Q1 2027 despite revenue rising 9%, EPS up 34%, and commercial aerospace bookings up 25%.
Alamos Gold: Minor Delays With Island Gold Growth, But There Is Still A Lot Of Value Here
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
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This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Kratos: Strong Organic Growth And Production Ramp-Ups Support A Buy Rating
Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…
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Fortinet (NASDAQ: FTNT) - Do Nothing - Q3 FY12/26 Earnings Review
Fortinet’s revenue rose 20% to $2.08 billion, but its 15% Q4 growth guide drove a 25% post-earnings stock drop as product, billings and…
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CoStar 3Q26 Recap: Cost Decreases Cost of Growth
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Group 1 Automotive (GPI): Q3 2026 Earnings
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Cerebras ($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…
The Cigna Group: Client Retention Matters, But Contract Profitability Matters More
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