TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at: https://t.co/NcRxwvJdzO
Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation https://t.co/i26Z85zfMf
@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8
Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Warrior Met Coal’s Blue Creek mine cut costs to about $93 a ton, offsetting a wider discount for High Vol A coking coal as US supply…
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…
Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…
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…
Essential Properties Realty Trust is growing faster than Realty Income through acquisition opportunities while trading at a cheaper…
CHWY · long Chewy (CHWY) is presented as a long opportunity after a prior 2022 short thesis played out.
Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…
Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Kratos posted Q2 FY2026 revenue growth of 30.5% to $458.8 million as unmanned systems, propulsion and defense-electronics production ramps…
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.