Wednesday, August 26, 2026

KMI 2026-08-26

Kinder Morgan: The Consolidation Is An Opportunity Before The Next Leg Higher

KMI $70B

SA Steven Fiorillo Aug 26 3 clicks

CBRS 2026-08-26

Sizing Up Cerebras Systems: Why Its Latency Moat Makes It A Buy For Aggressive Growth Investors

CBRS $43B

SA Star Investments Aug 26 4 clicks

Big Tech Off-Balance Sheet Concerns

Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…

Atlas Engineered Products ($AEP.V) FINS Review

Atlas Engineered Products reported Q2 revenue up 19% to $16.2 million, but ended cashless on its credit line as inventory rose 47% and…

Stripe’s “Singularity” and the Divergence from Adyen

Stripe’s net revenue rose 41% in 1H 2026 versus Adyen’s 21% FX-adjusted growth, fueled by AI-native startups and acquisitions including…

The Junk (Mail) Merger Arb

Star Equity’s $5 per-share Harte-Hanks acquisition offers $2.50 cash plus 0.25 STRRP per share after proration, against a $2 break price.

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

Aloe Aloe Aloe what 'ave VERRA then?

Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…

NCLH or her grandma Saga?

Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…

SM 2026-08-26

SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage

SM $8.5B

SA Elliott Gue Aug 26 3 clicks

WDS 2026-08-26

Woodside Energy: The $5 Billion Reset Helps, But I'm Not Buying Yet

WDS $44B

SA High Alpha Professor Aug 26 5 clicks

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

Sterling Infrastructure INC

Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…

Iac INC

IAC is simplifying its portfolio around a 33% stake in MGM Resorts International, positioning the holding company for a later-stage…

STNE 2026-08-25

StoneCo: Deep Value Hiding Behind Brazil's Rate Fears - For Now

STNE $2.2B

SA IWA Research Aug 25 7 clicks

SBLK 2026-08-25

Star Bulk Carriers: You Don't Need The Record Quarter

SBLK $3.4B

SA Kevin Avroutskii Aug 25 4 clicks

WLDN 2026-08-25

Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection

WLDN $1.3B

SA Miletus Research Aug 25 3 clicks

TTMI 2026-08-25

TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime

TTMI $13B

SA Jaden Mealy Aug 25 2 clicks

ARQQ 2026-08-25

Arqit Quantum: The Little Boat That Couldn't

ARQQ $374M

SA Luis Cortes Dequidt Aug 25 2 clicks