BMRN Earnings Review
BioMarin’s Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while lower 2026 guidance and $2.8 billion of net debt weighed on earnings.
Monday, November 2, 2026
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From X
SG on X
$CAPS "Stone Business Adjusted EBITDA" 🤡
ToffCap on X
Solid results from Marex $MRX yet again. Strong beat + in the portfolio. That means the stock will probably close 20% down today
JabroniCoin.USD on X
Bernstein China Semicap & WFE update: $101 bn in ‘28 > WFE ramp drives reacceleration of local WFE vendors > logic underestimated > memory revised up: CXMT, YM & JHICC easier to ramp clean rooms > local vendors take share from global vendors > ‘27-28 numbers go up $ACMR
SG on X
Market doesn't care for $PAGS earnings. I thought they were fine. Still long and may add.
Maj Soueidan on X
A few things to watch for on these earnings calls with regards to $INLX $DERM $USIO $CVV $NSYS $DAIO. This is a tricky microcap lineup… NSYS keeps dancing around its break-even point. Operating leverage can swing EPS huge in either direction. Some clarity would be nice.
SG on X
Me, I bought this crap (around $21.4). $SMCI
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