Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
Lumen was upgraded to Accumulate after Q3 revenue fell 12% to $2.7 billion, while strategic business revenue rose 10% and reached 55% of business sales.
Wednesday, November 11, 2026
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From X
Mr Neutral Man aka "Howard Marks of REITs” on X
@voltino_cro We bought $VNO preferred a few years back at 11.5% yield We've done over 20% CAGR for almost 4 years now Just added a little bit recent at a 8.3% yield
Multiples Capital on X
Oil spiking higher or lower from here and hence how gold and smid cyclicals do from here is now increasingly dependent on Israel election. Bibi loss likely results in Trump folding to Iran in some fashion which should push oil premium significantly down. The ultimate 🌮 could be served. Bibi wins should push oil higher. Doubt even Trump knows what happens. Don't yolo yet. $gld, $iwm
Trevor Scott on X
@realroseceline My only question is on valuation assumption. Why would $NU trade at a 30x pe in 2030?
SG on X
anyone buying Brazil today? Had several aggressive stinkbids in. Only one hit so far, $XP at 14.75. Will probably cover with calls.
Mr Neutral Man aka "Howard Marks of REITs” on X
As someone who grew up in the restaurant business and provided a lot of free child labor, there is nothing passive or boring about any of these businesses. These kind of tweets are harmful! Want 7.2-8.3% passive income? You may want to consider the $REXR $PSA $VNO preferred
Barbarian Capital on X
$EWZ : $SPY Lula : AOC 2026 : 2028 -25% : -XX%
Investor Letters
All letters- Minotaur Capital October 2026 CROX $7BHUT $6.6B
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.6B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- FCL Capital October 2026 ANPDF $28BCNSWF $50B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Long Cast Advisers 3Q26 IT $12BRDDT $18B
Sea Ltd Earnings Update: Q3 2026
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings
CoreWeave reported 168% revenue growth to $3.66 billion, but $20.4 billion of trailing free cash outflow and $42.7 billion in net debt keep…
Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update
LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…
Constellation Software 3Q26 Recap: When 2% is Good
Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…
CoreWeave: This still doesn’t look like a good business
CoreWeave's Q3 report leaves its data-center business looking structurally unattractive despite major changes since the prior earnings…
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings
Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…
Research update
S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…
Vir Biotechnology: Fairly Valued After Phase 3 Success?
Vir Biotechnology’s hepatitis delta therapy posted 44% primary endpoint success in Phase 3, alongside a new Gilead partnership and $991.3…
Cypriot Invests 1 click
The AutoNation Story
AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…
Celestica: Why I See The Recent Crash As A Bullish Opportunity
Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…
Ryan Canady 2 clicks
OSW · short One Spa World
OneSpaWorld (OSW) faces about 37% downside as its valuation requires unattainable growth in average revenue per customer after major-market…
Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)
Louis Gerard 
Occidental Petroleum (NYSE: OXY) Stock Rating: Distribute After Q3 Earnings
Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…
Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings
Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…
Rocket Lab: Neutron Keeps On Slipping As Expected
Louis Gerard 1 click
Monte Investments Market Brief Vol. CXXXV
Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…
No title
SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…
Is Cars.com a Buy on the Basis of Owner Earnings?
Cars.com is assessed through Buffett-style owner earnings, focusing on cash retained after maintenance capital spending rather than GAAP…
Nebius Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline
Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…
Lee Bailey 1 click
Insider activity October 2026
Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.
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Adam Schadt
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JR Research
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Khaveen Investments
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LL Insights
Long Player- Louis Gerard
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Mike Zaccardi, CFA, CMT
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PropNotes
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Broken Moats
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Conor Maguire | Value Situations
Convequity
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David Orr
Deep Sail Capital
Derek Pilecki
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DOMO Capital Management, LLC
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Fierce_beast
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Idea Brunch
JabroniCoin.USD
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marginofdanger
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SG
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- Vulcan Value Partners
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- Wedgewood Partners
- Weitz Investment Management
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- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
