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
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From X
A Capital on X
Anyone looking at $BBWI as a potential activist-driven pre-deal? Barington pushing for buybacks / strategic alternatives, ~$4bn market cap, ~$1.2bn EBITDA and trading ~5-6x EV/EBITDA. Real FCF business despite the top-line issues. What does this get taken out for if someone can underwrite a turnaround? Cc: Sycamore
Asif Suria on X
We wrote more about TransMedix $TMDX and this insider purchase in an Insider Weekends article yesterday: https://t.co/XBXRgymODn https://t.co/eiKy8mMtAi
Negligible Capital on X
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
John_Hempton on X
@Wayne_Chien1 @AMCOracle It is one of 500 plus shorts. I am having a good day today. $AMC is however a loser for me
A Capital on X
@RitzerAdam @valuedontlie $KBR stupid cheap
John_Hempton on X
Apes are having a good time. $AMC is up. Hooray
Myles on X
In Austin trying $CAVA for the first time. Ngl it's pretty good. Not sure it's 80x earnings good, but it's good.
Ian Bezek on X
@valuedrift I was watching this and $GEO rally for months and finally put the short on myself... absolutely silly up here.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 TMNSF $6.8B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
Park Hotels & Resorts: Progress On Renovation Strategy In Q3, While Occupancy Grows
Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…
Albert Anthony 3 clicks
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.
(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…
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.
Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More
Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
The Undercovered Dozen 2 clicks
TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
JFrog soars, Innodata’s robotics, Quantum duopoly
JFrog jumped 35% to $100.44 after another beat-and-raise quarter, joining the TL20 Special Situations group.
MTMTY · short Metlen Energy & Metals PLC
Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.
Problems at Twist Bioscience (TWST)
Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…
VSH Earnings Review
Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Warrior (HCC): Q3 2026 Earnings
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…
New Ideas From The Road
Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…
Site Centers (NYSE:SITC)
Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…
Hedge Fund Manager David Orr Shares His Approach to Investing & Risk Management
David Orr describes running Militia Capital’s roughly 500-stock long-short portfolio, using expected value, correlation and factor…
What AI Bubble? AXT Reports Record Q3 Revenue And Positive Forward Outlook (Rating Downgrade)
AXT reported record Q3 revenue as AI data-center demand for indium phosphide drives supply agreements and capacity expansion.
Alan Sumler 1 click
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…
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