Saturday, November 14, 2026

Q3 Earnings Updates

Q3 updates cover Crocs, Entravision and Fiserv beats, coal and oil weakness, and Xerox’s sharp decline, testing the underlying cases for recently featured stocks.

CROX $7.5B

Hidden Rock Capital's Newsletter 2h ago 1 click

33h ago RELY $4.9B

Remitly Global: Scaling The Wall Of Worry (Ticker: RELY)

Emerging Moats Research 4 clicks

Nov 12 FND $5B

Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade

MBI Deep Dives 3 clicks

From X

@Adam_Wyden 16h ago

Adam D. Wyden on X

$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP

@Fierce__beast 20h ago

Fierce_beast on X

you can see what's generally implied in stocks, i usually see ranges of like 0-10% perpetual growth implied in stocks for like 20 years. $SKYW is one that is looking like even less than 0% implied growth for 20 years but $HTFL still looks like it's closer to >7% $skyw seems a little too low, $htfl seems around right

@stockgutter 21h ago

SG on X

Investors love $CHA plans for a $1.95 special dividend. I'm still long but its pretty extended here.

@ACapitalLP 22h ago

A Capital on X

What am I missing with $FUL (H.B. Fuller)? Ancora is involved, the stock is down ~17% YTD while $AVY is up ~3% and $RPM is flat. Trading at ~7x EBITDA despite improving margins and a potential BAS divestiture that could accelerate deleveraging. I understand the AMS acquisition and leverage overhang, but at what point does the valuation disconnect become too wide to ignore?

@StockJabber 23h ago

Edwin Dorsey on X

@blondesnmoney $DKNG $SERV

@AsifSuria 23h ago

Asif Suria on X

I wanted to think about it for a bit before responding and time go away from me this week. I think NBCU makes a lot of sense as an acquisition for Netflix $NFLX given its size and the optionality it provides the company. However beyond the tax part, getting this deal through antitrust will not be easy and integration will be even harder given all the moving parts to an organization of NBCU's size and Netflix's current culture as a tech company. $LION is much easier tuck-in acquisition on both those fronts.

@DeepSailCapital 26h ago

Deep Sail Capital on X

At these valuations, AI management teams seeing no slowdown in demand are likely eyeing competitors as acquisition targets. I wouldn’t be surprised to see a wave of AI-related acquisitions, like $MOD and $LITE

@leevalueroach 27h ago

Lee Roach on X

At $23.50 now. Buying $LFTO while the piggies were panicking about a small decrease in revenues was generational buying opportunity.

Big Short: Fidelity & Guaranty

F&G’s main insurer held $66.5 billion of assets against $1.38 billion of statutory capital, while private credit, reinsurance dependence…

FG $3B

Mispriced Assets Nov 12 5 clicks

AutoNation (AN): The CEO Takes a Driving Test

AutoNation’s new CEO Mike Manley brings Jeep and Fiat Chrysler experience after the dealer chain cycled through three leaders in 30 months.

AN $5.7B

Cannibal Stocks Nov 12 3 clicks

International Seaways: Q3 Earnings Point To A Stronger Q4

International Seaways reported $291.4 million of Q3 adjusted net income and has 53% of Q4 booked at strong spot rates, supporting projected…

INSW $5.4B

Kevin Avroutskii Nov 12 3 clicks

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.5B

TSOH Investment Research Nov 12 4 clicks

DHT Holdings: Over A 20% Dividend In A Single Quarter

DHT Holdings earned $1.68 per share in Q3 and projects Q4 EPS of $4.25, supporting a single-quarter dividend above 20% at projected spot…

DHT $3.6B

Melissa Tucker Nov 12 6 clicks

WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon

WaterBridge grew Q3 revenue 16.9% year over year as Speedway Phase I lifted produced-water volumes, while pursuing large-scale data center…

WBI $3.4B

310 Value’s Newsletter Nov 11 5 clicks

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…

LUMN $4.2B

Cestrian Capital Research Nov 11 2 clicks

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

Conviction Queue Nov 11

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…

FRVO $3.4B

Doomberg Nov 11 5 clicks

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…

LB $5.6B

310 Value’s Newsletter Nov 10 2 clicks

GXO · long

GXO Logistics, Inc.

GXO Logistics is undergoing transformation under new leadership in the growing contract-logistics business.

GXO $6.2B

Value Investors Club Apr 30 4 clicks

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