The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
@blanco1973 $BANC, lol!
New Idea Brunch with Theo Rosenthal of TMR Capital, a long/short equity fund he launched in October 2019 after graduating from Johns Hopkins We discuss his approach to inflection investing, shorting, and more! $IAC $BJ $SII
Our Q2 letter can be found here: Updates on $PLYA, $ASO, $ECN
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
This interview with PL Capital is another masterclass in bank investing Thank you to John and Rich for the great interview! Some tickers mentioned include $BANC, $EFSC, $FRME, $HBNC, and $FNB
Check out our new Idea Brunch with Jeff Cherkin @_Tourlite Tickers mentioned include $PRM, $APG, and $MCE
CD rates in the local paper $SCHW $OZK What are the highest rates you’ve seen?
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
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…
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…
Park Hotels & Resorts grew Q3 occupancy and RevPAR as renovations supported group and leisure demand, while leverage, Hawaii exposure and…
Blackbaud CEO says AI will be a tailwind for the nonprofit software and services provider.
FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
AtriCure is expanding surgical ablation from AF patients to nearly all sternotomy patients, with 2027 quality metrics and trial results…
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
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