Tuesday, November 3, 2026

TWLO Q3 FY12/26 Earnings Review

Twilio's Q3 revenue rose 20% to $1.56 billion, but Q4 organic growth guidance fell to 11% to 12% and RPO declined 28%.

TWLO $33B

Cestrian Capital Research Nov 3 3 clicks

Nov 3 INCY $24B

Incyte (INCY) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 3 clicks

Nov 3 REGN $94B

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Cestrian Capital Research 1 click

From X

@majgeoinvesting Aug 5

Maj Soueidan on X

Here they come - ~50 microcap earnings calls today. I’m most interested in learning about: $FTEK - Growing data center pipeline that they can’t close. $OESX - Was huge Qtr from one time project awards? Data center initiatives timeline vs hype. $KRMD - New product adoption. https://t.co/ywCPDNODCl

@majgeoinvesting Aug 5

Maj Soueidan on X

Be very careful relying heavily on stock screeners for your research, especially right now. Lots of Cos. are getting tariff refunds, which is inflating operating income and margins. It’s why I love reading press releases to get a broader picture. @InfoArbMonitor $WEYS👇 https://t.co/UQrxoM5tSm

@stockgutter Aug 5 1 click

SG on X

$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab

@red_dog_capital Aug 4

Red Dog Capital on X

@dalibali2 $META $AMZN $HONA $PM $COF $GSHD $523A.JP

@red_dog_capital Aug 4

Red Dog Capital on X

@TrungTPhan $BSP will end in tears. So obvious.

@TimyanBankAlert Aug 4 1 click

Timyan Bank Alert on X

Dogged determination by Stilwell & Co on $PFBX. Seems just a matter of time now. https://t.co/LAh5oS4BdN https://t.co/E0Uz5QxwnF

@ActAccordingly Aug 4

PAA Research on X

$WYNN shares are trading at January 2007 levels despite significant EBITDA growth. The stock has been rangebound for 7-8 years. Valuation compression has been monumental. We all miss Steve talking about his Lagoon and other matters. Perhaps the opening of the Al Marjan casino in about 13-months will be the catalyst for a massive breakout. I think they've set an extremely low bar for that property.

@RagingVentures Aug 4

Raging Capital Ventures on X

Bought $CTRI ~$22-$22.50 into this post-earnings sell off. Margins were disappointing, but $CTRI is growing nicely given the tailwinds in energy and utility services. Margins should follow in time from greater scale & pricing power, and the balance sheet is vastly improved.

Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap

Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…

LITE $48B

Irrational Analysis Nov 3 4 clicks

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B

Best Anchor Stocks Nov 3 3 clicks

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

RIG $5.8BVAL $5.5B

Cannibal Stocks Nov 3 2 clicks

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…

BXDC $2.1B

Real Assets, Real Value Nov 3 5 clicks

Veeva Systems: AI Is The Icing, Not The Cake

Veeva Systems' Commercial Solutions returned to 13% subscription growth, while R&D and Quality grew 19.3%, with Falcon AI agents and…

VEEV $49B

Ignacio Planas Gonzalez Nov 3

Marvellous Value Destruction

Marvell’s proposed Lumentum deal risks alienating Cloudlight customers and losing engineering talent, despite limited optical integration…

LITE $48B

Irrational Analysis Nov 3 2 clicks

ARS Pharmaceuticals: Lawsuits And Cash Burn Are Priced In, Yet The Stock Keeps Falling

ARS Pharmaceuticals’ neffy adoption and insurance hurdles have driven cash burn and a falling share price, while management targets…

SPRY $299M

Cypriot Invests Nov 3

Marvell for Lumentum: a new JDS-Uniphase?

Marvell Technology and Lumentum fell sharply after announcing a historic merger, reviving comparisons with JDS-Uniphase.

LITE $48B

The Technology Letter Nov 2 1 click

FTAI Aviation Update, Part Two

FTAI Aviation’s $234 million Jereh JV deposit funds Power inventory, while customer concentration, lower cash guidance and pending U.S.

FTAI $17B

CV's Substack Nov 2 5 clicks

Grab: Discount To Uber Makes Little Sense

Grab’s Southeast Asian delivery business nears a profitability inflection point, while consolidation and a potential GoTo deal challenge…

GRAB $14B

Wavelength Research Nov 2 2 clicks

BioMarin Pharmaceuticals (BMRN) Q3 FY12/26 Earnings Review

BioMarin's Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while Alesta charges drove an $82 million operating loss and…

BMRN $11B

Cestrian Capital Research Nov 3

BNTX Earnings Review

BioNTech's Q3 revenue beat consensus on €613 million of BMS partnership revenue, while COVID vaccine sales fell 35% and net cash totaled…

BNTX $22B

Cestrian Capital Research Nov 3 1 click

ON Semiconductor Q3 FY12/26 Earnings Review

Onsemi's Q3 revenue rose 11% to $1.72 billion, driven by 175% AI data-center growth, while automotive revenue fell 1% and net debt dropped…

ON $28B

Cestrian Capital Research Nov 3 2 clicks

Marvell And Lumentum Merger Doesn't Make Any Sense To Me

Marvell’s all-stock Lumentum deal exposes LITE holders to MRVL volatility while paying peak-cycle AI multiples, with US and China antitrust…

LITE $48B

Dustin Quasney Nov 3 2 clicks

BSP · short

Bending Spoons Spa

Bending Spoons is a software and digital-assets holding company that has completed more than 50 acquisitions since 2013.

BSP $29B

Value Investors Club Aug 5 1 click

Nebius: Headlines Look Good But Debt Markets Signal Caution (Rating Downgrade)

Nebius faces refinancing and dilution risks from short-term borrowing and heavy GPU infrastructure spending despite higher rental prices…

NBIS $38B

Hunting Alphas Nov 2 2 clicks

DoorDash 3Q’26: Buying the Big Basket

DoorDash’s 3Q orders rose 28% as it announced a $17 billion Instacart acquisition, expanding its grocery basket strategy after buying…

DASH $86B

MBI Deep Dives Nov 2 2 clicks

[scuttleslops] RDDT, AI and cybersecurity, AMZN, MU, META, BLDR, RYAN

Reddit’s Google referrals fell by more than 1 million a week as AI search expands, prompting a logged-in-user push to protect ad yield and…

RDDT $18B

scuttleblurb Nov 2 3 clicks

Iron Mountain: The Data-Focused REIT Looking To Climb Ahead After Q3 Results

Iron Mountain’s upgraded Q2 guidance, revenue, EBITDA and AFFO trends support its outlook before Nov.

IRM $33B

Albert Anthony Nov 2 3 clicks

Trading Post November 2, 2026: Global Payments Buyout Report Juices Payments Stocks, The Retail Trade, Hong Kong Calling Once Again

Global Payments rose 18% on a reported CD&R and GTCR take-private bid, while estimated control value is $45-$60 versus a $96.84 share price.

GPN $25BFIS $16B

Cassandra Unchained Nov 2 2 clicks

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Tuesday, November 3, 2026

Maj Soueidan on X

Maj Soueidan on X

SG on X

Red Dog Capital on X

Red Dog Capital on X

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PAA Research on X

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