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.
@sidecarcap $par
At ~1400 units, DENN could also adopt payments and POS if the KEKE rollout goes well. Table serve is highly lucrative and produces ARPU many multiples of a traditional QSR store. @SavneetS @PAR_Tech $PAR $DENN
More than meets the eye here. KEKE is owned by DENNY's - once a PUNCHH cust. PAR has mentioned that several PUNCHH custs. are returning and we understand $DENN is one of them. Table serv. , POS, Payment, lot to like here. @SavneetS @PAR_Tech $PAR $DENN
Sponsor Bain (50% shareholder) will likely be looking to unload shares as we approach the lock-up expiration date later this summer. $KMTS could be a zero.
$KMTS Recent IPO. Makes $20k bras w defib (not a joke). Impractical product w very low efficacy (per clinical trials). Insurance won’t cover. Burning cash, no valuation support. Zoll has 80% share, $KMTS distant #2. 6/1 FDA approved a much better alternative by Element Sciences.
$PRIM $500M new project broke ground. Not deep on the name but this is a pretty massive program for $PRIM and does not appear anyone noticed. "430-megawatt development from Arevon Energy, an offshoot of utility and energy contractor Primoris Services Corp"
$PBI short interest
$PLUS Accelerating decline: Networking -37% (largest category), Product sales -18%, zero margin/ low quality Professional services now 15% of sales. Cut FY2026 top and bottom-line guide by 7% w further cuts almost certain to come. Trading at 14x 2026 guidance vs peers at 6-8x.
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Diamond Estates converts $4.7 million of Lassonde debentures at a 69% premium, cutting debt to $10.9 million and raising Lassonde ownership…
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…
FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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.
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.
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
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…
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.