Earnings360 Newsletter for 6/4/2026

Earnings360 Newsletter for 6/4/2026
Earnings Highlights: BF.B, BF.A, LULU, RBRK, CIEN, PL, GWRE, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The #1 stock to buy BEFORE the June 12th filing (ad)
The #1 stock to own BEFORE the SpaceX IPO
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.

But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
 
Get the SpaceX infrastructure stock name and ticker heretc pixel
Top Earnings News
Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow
Palo Alto Networks Accelerates Growth 31% on AI Demand
3 small-cap stocks tied to the SpaceX IPO on June 12tc pixel 
HIVE Earnings Highlight AI Ambitions Beyond Bitcoin Mining
MongoDB Is the Latest SaaS Apocalypse Victim to Say "Not Today"
Urban Outfitters Stock Stalls Despite Another Strong Quarter
Dollar General Signals Reversal With 60% Rebound Potential
Elon's new "super startup"tc pixel 
Kohl's Stock Soars After Better-Than-Feared Quarter
Credo Technologies Paved a Path to a $300 Price Point
5 Reasons to Pony Up for Pony AI Stock—and 1 Reason to Wait
Best Buy’s AI Laptop Boost Sparks Hope for a BBY Turnaround

Thursday, June 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGX Argan$695.56$2.27$3.24$0.97$290.95$256.0350.2%
BF.A Brown Forman$26.76 - $0.12 - $912.00$0.00
BF.B Brown-Forman$26.21$0.32$0.12($0.20)$912.00$876.492.0%
CHCJY China CITIC Bank$18.62 - $999.00 - $0.00$0.00
CIEN Ciena$489.24$1.46$1.64$0.18$1.57 thousand$1.50 thousand39.5%
COO Cooper Companies$67.34$1.10$1.21$0.11$1.08 thousand$1.05 thousand7.9%
DOCU Docusign$47.26$1.00$1.09$0.09$830.24$824.718.7%
GWRE Guidewire Software$136.82$0.79$0.82$0.03$372.54$355.9226.9%
LULU lululemon athletica$114.23$1.67$1.69$0.02$2.47 thousand$2.43 thousand4.3%
PL Planet Labs PBC$32.08($0.03)($0.03)$0.00$94.15$90.0042.1%
RBRK Rubrik$73.15($0.03)$0.16$0.19$387.07$366.2839.0%
TTAN ServiceTitan$77.40$0.28$0.37$0.09$268.82$256.65 thousand24.6%
TTC Toro$87.08$1.50$1.60$0.10$1.42 thousand$1.39 thousand8.1%
WLTH Wealthfront$9.85$0.09$0.07($0.02)$90.48$0.007.1%
Goldman Sachs just told you what to buy (most people missed it) (ad)
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up.

One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.
 
See the stock positioned to solve AI's biggest power crisistc pixel

Wednesday, June 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$10.43($0.38)($0.33)$0.05$51.60$51.60-52.5%
AVGO Broadcom$385.73$2.40$2.44$0.04$22.19 thousand$22.13 thousand47.9%
AVLN Avalyn Pharma$27.06($16.38)($21.83)($5.45)$0.00$0.00
CRWD CrowdStrike$671.02$1.07$1.10$0.03$1.39 thousand$1.36 thousand26.0%
CXM Sprinklr$5.40$0.10$0.11$0.01$219.48$215.896.8%
DSGX The Descartes Systems Group$75.46$0.53$0.55$0.02$166.96$173.9414.7%
FIVE Five Below$190.46$1.77$2.22$0.45$1.29 thousand$1.23 thousand32.5%
ICLR Icon$149.45$3.20$2.52($0.68)$2.11 thousand$1.99 thousand2.5%
IDEXY Industria de Diseno Textil$15.72$0.13$0.13$0.00$10.23 thousand$10.11 thousand
IDT IDT$56.11$0.89$0.94$0.05$315.71$308.00
M Macy's$22.19$0.02$0.13$0.11$4.89 thousand$4.61 thousand1.8%
MDT Medtronic$81.66$1.54$1.55$0.01$9.81 thousand$9.62 thousand9.9%
MMED MiniMed Group$14.23($0.22)($0.68)($0.46)$837.00$0.0015.6%
NTSK Netskope$9.64($0.07)($0.06)$0.01$201.59$0.0027.8%
OLLI Ollie's Bargain Outlet$76.70$0.87$0.91$0.04$658.93$661.6514.2%
PVH PVH$77.49$1.80$2.01$0.21$2.03 thousand$2.00 thousand2.1%
THO Thor Industries$75.78$1.88$1.86($0.02)$2.78 thousand$2.67 thousand-3.9%
VEEV Veeva Systems$172.96$2.14$2.24$0.10$882.95$857.7316.3%
VLPNY Voestalpine$10.52$0.21$0.23$0.02$4.59 thousand$4.19 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
LGPS LogProstyle1/1/2000Morning
GASS StealthGas6/5/2026Morning
TOUR Tuniu6/5/2026Morning
GIII G-III Apparel Group6/5/2026Morning
HURC Hurco Companies6/5/2026Morning
ABM ABM Industries6/5/2026Morning
CPB Campbell's6/8/2026Morning

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