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 23h 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 24h ago 5 clicks

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 32h 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…

GNCGF · long

Greencore Group PLC

Greencore is the UK’s leading fresh prepared food producer, pitched as undervalued with potential to nearly double within 12–24 months.

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

Peloton: Subscriber Squeeze

Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

Cerebras’s upcoming WSE 3.5 targets power delivery and clock speeds; the analysis argues parametric yield, not defect routing, is key to…

Genius Sports: Update Post Earnings

Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…

The Last Bidder

Aquarian won Brighthouse Financial despite a lower bid after higher offers failed to secure reinsurance for its legacy liabilities and thin…

2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble

Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…

Empire State of Repair (ESRT Q2 2026)

ESRT’s Observatory impairment and accelerating visitation decline weaken its non-office thesis, yet downside valuation cases put shares at…