Thursday, November 12, 2026

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…

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

Cogent expects to replace roughly $100 million of T-Mobile payments ending in 2028 through cost cuts and high-margin on-net sales, while…

TransMedics: 2027 Setting Up To Be A Pivotal Year

TransMedics targets multi-organ transplant growth through 2027 trials, OCS Kidney and European expansion after Q3 revenue rose 41% to $203…

TMDX $3.2B

SA Conviction Queue 21h ago

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health…

Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

Village Farms posted record quarterly cannabis revenue, driven by international sales and expanded capacity, while positioning for Texas…

VFF $329M

SA Alan Sumler 22h ago 1 click

Cat-Scratch Fervo

Fervo Energy raised $2 billion in its May IPO, then fell nearly 70% below issue price after a Morpheus short report, despite targeting 1 GW…

Six Flags: Solvency Doesn't Help The Bigger Issue At Hand

Six Flags faces declining deferred revenue, $615.9 million of goodwill impairments and roughly 6.5x EBITDA leverage despite solvency…

FUN $1.1B

SA Sanjay Swamy 31h ago

Seritage Growth Properties: Final Stages of Liquidation

Another High-Premium, Multi-Billion-Dollar Canadian Oil Deal

Strathcona Resources will acquire Greenfire Resources for C$2.8 billion including debt, valuing the Canadian heavy-oil producer at up to a…

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…

MG · long

Mistras Group INC

Mistras Group is a rare publicly traded US non-destructive testing pure play, providing quality assurance for materials, components and…

Sixty Dollars or Nothing

Chiron granted seven executives 195,610 options at a $60 strike, 63% above the market price and above its published valuation range.

Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update

Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $5B

SA The Curious Analyst Sep 4 1 click

Kraken Robotics: Doubling Down (Ticker: KRKN.F)

Kraken Robotics’ C$615 million Covelya acquisition roughly doubles its underwater defense content as mine-warfare risks drive naval…

Build a Bear Workshop

Build-A-Bear Workshop, the toy retailer.

NIO: Shrinking Losses, Industry-Leading Margins And An Undervalued Price Tag

NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.

NIO $8.1B

SA The Asian Investor Sep 3 3 clicks

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…

MiniMed Group: Recurring Revenues And Fresh Product Cycle

MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…

MMED $4.9B

SA Myriam Alvarez Sep 3 1 click

This Week in Special Situations: Abercrombie, PagSeguro, Vodafone

Special-situations survey profiles 31 activist, buyback, M&A and strategic-review cases, including Abercrombie, PagSeguro and Vodafone.