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.
What's going down faster, $OPEN's stock price or Rabois' credibility as a geopolitical analyst?
$OMER Comments from today's investor day with Novo. I think these words are quite bullish for Omeros and their partnership with Novo.
@KEDM_COM Pretty sure our most recent letter had liquidation in the mid 30s on 2027 roll fwd…. Stock lower. Nav higher. Insider buying won’t keep them at the controls. $CODI
@kurniAsept $CSU universe off -2% on a +3% $IGV today is fantastic.
We wrote more about TransMedix $TMDX and this insider purchase in an Insider Weekends article yesterday:
You read this deal from $NUAI and you think the stock should be up 33%? They just committed to a $200m credit line in which they only have liquidity of $68m. They are 100% going to need to raise equity and likely draw on this Macquarie facility. Also the deal is 5% equity dilution. Anyone buying today is about to get a rug pull from management.
Long $BORR
$WYFI meaningfully lagging the other Powered Shell Providers….
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.
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
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…
FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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…
Blue Dolphin’s 15,000-barrel-per-day Texas refinery earned $2.18 per share in first-half 2026 as diesel shortages widened crack spreads,…
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…
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