Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a $19.3 million operating loss.
Sunday, November 8, 2026
Back to the front page 
From X
Serenity on X
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory. https://t.co/U6GAmlOJ53
SG on X
I'm long $BWMX so not complaining but anyone know why it is up so much today? Earnings were last Thurs, and just so-so. https://t.co/MJaqLpvZi0
Chris Camillo on X
added to $BE and $AMZN
KEDM.com on X
All of FinTwit today... $EWZ https://t.co/hlklGidEEZ
⚽️📡 on X
$SRAD mandated by NBA in Kalshi Polymarket deal https://t.co/nYupYMwsLx
SG on X
added more $XP (avg ~14.45). Hope it ends up trading more than 3-4 minutes between LUDP halts today. https://t.co/aCBMlFxD66
Trevor Scott on X
@ReneSellmann $NU CTO Just exited too after hours friday so that doesn't help
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 ANPDF $28BCNSWF $53B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
- Allspring Global Investments Q3 2026 3406 $2.8B
Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Gary Gambino 
Procore CFO: Now we scale the business
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…
Tower Semiconductor Update, Part Two
Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…
Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
Perimeter Group 3Q26: A Decentralized Mini-Conglomerate
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
Earnings Review: AMD, MELI, TIC, XPEL, ZTS
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment
Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.
Arbitrage Trader 
Post Q3 EVC Update
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap
Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
Credo Technology: Recent Drop Turns My Hold Into A Buy (Rating Upgrade)
Credo Technology's 42% selloff puts shares at $112.33 against a $190.84 fair value estimate, with AI connectivity growth intact despite…
Zbigniew Budzinski, CFA 
Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision Q3 Update
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
(Idea) Transocean - Near-Term Results Obscure A Brighter Future
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Axon 3Q26 Business Update
Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed
Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…
Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings
Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.
Alpha Metallurgical Resources (AMR): Q3 2026 Earnings
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
A clear solution to the “problem”
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
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