Wednesday, November 11, 2026

Seritage Growth Properties: Final Stages of Liquidation

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…

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…

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…

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…

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…

VIR $2.3B

SA Cypriot Invests 18h ago 1 click

💥Tead-ering💥

Teads’ revenue fell 26% and its stock dropped 38% as Google AI summaries cut publisher referral traffic, worsening losses and straining its…

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…

SILC · long

Silicom LTD

Silicom (SILC) is pitched as inexpensive on its existing hardware business, with upside framed as a cheap call option.

Incyte (INCY) Q3 FY 12/26 Earnings Review

Incyte reported Q3 revenue of $1.56 billion, up 14%, as Opzelura sales rose 36%; a $1.23 billion Vega acquisition charge drove an operating…

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron Q3 revenue rose 36% to $5.1 billion as Sanofi collaboration revenue jumped 68%, while EYLEA US sales fell 41%.

BioMarin Pharmaceuticals (BMRN) Q3 FY12/26 Earnings Review

BioMarin's Q3 revenue rose 32% to $1.02 billion after the Amicus acquisition, while Alesta charges drove an $82 million operating loss and…

Namib Minerals: Research Flash

Namib Minerals accelerates Redwing’s restart, targeting first gold this month and a ramp from 338 ounces monthly to 835 ounces by Q2 2027.

Matt Murphy and Michael Hurlston Fireside Chat: Irrational Recap

Marvell and Lumentum’s merger targets uVCSEL scale-in optics, combining Marvell’s DSP and analog IP with Lumentum’s laser manufacturing for…

Educational Development (EDUC) – The Book Value Trap

Educational Development trades at 0.21x tangible book after selling its distribution complex to repay debt, but FY26's $2.3m profit masked…

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…

Transocean (RIG): Q3 2026 Earnings

Transocean enters its Valaris merger with 109 of 110 available deepwater rigs contracted and 313 million shares sold short, despite weaker…

Blackstone Digital Infrastructure Trust (NYSE: BXDC)

BXDC trades at a 14% discount to net liquidation value, with $1.9 billion of cash against a $1.6 billion market cap, ahead of data-center…