Gambling.com (GAMB) Earnings Call Transcript

SFL Corporation (NYSE: SFL) announced plans to acquire three vessels: two 8,800 TEU container vessels and one 93,000 cbm dual-fuel ammonia carrier. The acquisitions, costing approximately $333 million, include long-term charters with options for extension and purchase. According to the company, these charters will add significant revenue.

Cerebras Systems (CBRS) shares rose 10% and Oracle (ORCL) gained 4% on Oct. 27 after Oracle announced plans to offer Cerebras' AI inference on its cloud starting in 2027. The deal aims to provide customers with more AI chip options. Analysts estimate Cerebras' 2027 revenue at $2.95 billion, though no deal value was disclosed. Cerebras trades at roughly half its average forward price/sales multiple since its IPO.

ProKidney (NASDAQ:PROK) expects Phase III readout for rilparencel in Q2 2027, with enrollment surpassing 500. The therapy showed a 78% slower annual eGFR decline in Phase II. ProKidney aims to complement existing CKD treatments, with manufacturing efficiency improvements planned. Safety data aligns with prior trials, focusing on kidney biopsy-related events.

Generac Holdings Inc. (GNRC) reported Q3 2026 net sales of $1.29B, up 16% YoY. C&I segment sales rose 28% to $552M, while residential sales increased 9% to $743M. Net income was $109M ($1.83 per share), up from $66M ($1.12 per share) in 2025. The company secured a $2.4B deal with Amazon for backup generators. Full-year 2026 net sales growth guidance remains in the mid-to-high teens percent range.

Jefferies reduced Boeing's (BA) price target to $230 from $265, citing concerns over its $10 billion free cash flow target for 2029 and reduced delivery estimates. Boeing's stock is near its 52-week low, down 22.5% YTD, with analysts seeing 59% upside potential. The company reported a narrower Q3 2026 loss and increased revenue but missed earnings estimates. Analysts have mixed ratings, with some upgrading and others reiterating Buy ratings.

Needham kept its Buy rating on Itron (ITRI) with a $137 price target, suggesting a 44.9% upside from the Oct 27 close. The firm cited Itron's strong 3Q2026 results, including adjusted EPS of $1.94, and a 25% year-over-year increase in annual recurring revenue, according to the analyst note.