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 $7.5BEVC $874M

Hidden Rock Capital's Newsletter 1h ago 1 click

6h ago ZTS $34B

Zoetis: ~13x P/E, But Still in the Doghouse

Librarian Capital's Research Library 4 clicks

19h ago CRWV $30B

The AI Debate is No Longer Boom vs Bust: Why It’s Time to Go Back to Stock Picking | The Weekly Wrap

Steve Eisman 6 clicks

From X

@majgeoinvesting 2h ago

Maj Soueidan on X

It’s that time again! I’ll soon be joining @SebKrog & @Diego_La_Torre_ for another webinar breaking down the Q3 season. I’m loving these discussions and how we challenge each other. This convo would’ve been extremely useful for anyone that might’ve been looking at $MPAA.

@BarbarianCap 2h ago

Barbarian Capital on X

Makers of obesity drugs hit back at claims of negative side effects $LLY $NVO

@gnoble79 3h ago

George Noble on X

@TheAlucardofX My “crappy service” Countless investors have profited from my advice. Every $CRWV shareholder certainly wishes they had.

@valuedontlie 3h ago

Colin King on X

$HQI going back on the watchlist...

@stockgutter 4h ago

SG on X

$FF stock was crushed after earnings disappointed. While revenue approximately quadrupled to $104.7 million, FutureFuel posted an unexpectedly large GAAP loss. The company says that the loss in part was caused by a large chemicals customer that "paused" orders in Q3 but expects to resume "a normal cadence" in Q4. Now, insiders are starting to nibble. np yet but looking.

@OddDiligence 13h ago

Odd Diligence on X

@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT

@cfrischer1 13h ago

Charles Frischer on X

@Reign_Maker @NextNav @faa @PresuttiTim I don’t know enough about tonight’s technical issue. That said, an interruption of GPS in the US would cause massive distress in the economy. The government would be prudent to act now on this issue and create the back up system using $NN spectrum and technology.

@calvinblissett 15h ago

Calvin Blissett on X

Yes and no lol, valuation and dividend yield are attractive currently (I added a few days ago ~$88), macro continues to trend in the right direction, I do hate $PDD just entered Kazakhstan, BUT what I surface level read is they can coexist well and $KSPI has a different approach than them from someone who I think is smart, pretty sure was @Benceno88 if you may elaborate friend. Also $KSPI management team will continue to find ways to pull rabbits out of the hat and grow within KZ, the most recent grocery vertical being an example

The Spy Who Shagged The Market

Nvidia’s leadership scandal puts its AI-market role under scrutiny, with comparisons to AIG’s pre-GFC liquidity influence.

AIG $43B

WHAT ARE WE DOING? “Contrarians At The Gate” 22h ago 4 clicks

Is Nebius Fucked?

Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…

NBIS $32B

Daniel Romero 21h ago 6 clicks

BGIN: a $34mm tax bill and $31mm of cash

BGIN holds $31.4 million of cash against $34.1 million in taxes payable as first-half revenue fell 85% and self-mining costs exceeded coin…

BGIN $439M

Guardian Research 21h ago 3 clicks

Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price

Arcos Dorados' Q3 comparable sales rose 15.5% on higher traffic, checks and market share; shares trade at 8.8 times forward earnings amid…

ARCO $1.5B

Kenio Fontes 22h ago 1 click

A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)

Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…

NBIS $32B

Cestrian Capital Research 22h ago 3 clicks

OXY’s Q3: 5 Reasons It’s Ripe for a Takeover

Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…

OXY $59B

Open Insights 23h ago 4 clicks

Qualcomm Custom ASICs?

Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.

QCOM $185B

Chipstrat 24h ago 4 clicks

Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings

Applied Materials reported Q4 revenue of $10.4 billion, up 53%, and guided to $11.1 billion for January, but the rating remains Stop after…

AMAT $294B

Cestrian Capital Research 25h ago 3 clicks

TSOH Weekly Roundup (11/13/2026)

Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…

TRIP $853MRBLX $36B

TSOH Investment Research 25h ago 3 clicks

Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)

Klaviyo's deeper Shopify partnership, international and enterprise growth, and 75% Q3 non-GAAP gross margin support a Buy upgrade and $34…

KVYO $6.2B

Research and Value 25h ago 4 clicks

FMBL · long

Famers & Merchants Bank of Long Beach

Farmers & Merchants Bank of Long Beach, FMBL, is presented as a long investment idea with a history of prior VIC writeups.

FMBL $1.2B

Value Investors Club Jul 16 3 clicks

Hindsight Capital

Hindsight Capital tests crisis-era investment decisions using anonymized company financials, including TransDigm, Halma and Texas Pacific…

TDG $66BTPL $20B

Rebound Capital Sep 27 9 clicks

Neighborhood Intelligence Is Starting To Look Like A Mess

Neighborhood Intelligence, NXH, faces a cash shortfall after failed and restructured acquisitions, as losses and limited financing options…

NXH $139M

Vince Martin Sep 27 1 click

Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)

Microsoft, Amazon, Oracle, Meta and Alphabet face another two years of record AI data-center investment amid $3 trillion in commitments,…

ORCL $391B

Cassandra Unchained Sep 26 8 clicks

Intuit: Bargain Price, But With Some Risks

Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and…

INTU $91B

Daniel Schönberger Sep 26 10 clicks

Intel Panther Lake Teardown

Intel’s Panther Lake puts 18A PowerVia backside power and RibbonFET GAA transistors into commercial silicon, with logic density similar to…

INTC $317B

SemiAnalysis Sep 26

New Buy : Honeywell Aerospace $HONA

Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue…

HONA $52B

D Invests Sep 26 9 clicks

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $775M

Substack von Philipp Sep 26 7 clicks

GitLab: Positioned To Benefit From Software Development Explosion

GitLab's Q2 FY2027 beat and raised guidance reflect large deals, paid consumption growth and AI demand, while valuation rests on revenue…

GTLB $7.9B

Research and Value Sep 26 2 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

FGPR $212MPRTH $652M

Nat Stewart - Stock Picking Newsletter Sep 25 9 clicks

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