Earnings360 Newsletter for 8/27/2026

Earnings360 Newsletter for 8/27/2026
Earnings Highlights: RBRK, DLTR, DG, AFRM, BBY, HRL, ULTA, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Rickards Predicts: Trump to buy tiny $2 stock? (ad)
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the largest mineral reserve in the country - enough gold for a new Fort Knox, enough copper to rebuild the U.S. electric grid 25 times over.

The Trump administration has previously staked positions in MP Materials, Lithium America, Trilogy Metals, and USA Rare Earth - each time shares moved higher. A landmark policy decision expected before November 3 could reprice this stock from $2 to $20 or more within a year.
 
Click here to see why Rickards believes this stock is nexttc pixel
Top Earnings News
Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise
Can Tesla’s Flying Roadster Distract From Its Real Risks?
Elon's next move will be bigger than the IPO – and it could happen any day nowtc pixel 
5 Stocks to Buy in September Before Wall Street Catches On
NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch
The Bull Case for D-Wave After a Disappointing Earnings Season
MongoDB Is Surging—And the Next Catalyst Is Almost Here
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”tc pixel 
If Boeing Ramps Up Production, These Suppliers May Win Big
Marvell Takes a Shot a Broadcom's Throne With Google Deal
Walmart and Home Depot Earnings Show the K (Shaped Economy) Is Here to Stay
What Rising Delivery Forecasts Say About Rivian's Stock Prospects

Thursday, August 27 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$259.00$3.12$3.30$0.18$2.05 thousand$2.01 thousand16.1%
AFRM Affirm$86.65$0.35$4.62$4.27$1.07 thousand$1.11 thousand33.1%
BBAR BBVA Banco Frances$14.75$0.43$0.44$0.01$690.78$738.77
BBY Best Buy$83.91$1.39$1.47$0.08$9.78 thousand$9.59 thousand3.6%
BURL Burlington Stores$292.99$2.19$2.96$0.77$3.00 thousand$3.03 thousand11.0%
CM Canadian Imperial Bank of Commerce$114.85$1.80$1.96$0.16$5.97 thousand$5.74 thousand
CMBT CMB.TECH$18.48$0.88$1.26$0.39$703.94$574.37
DG Dollar General$127.28$2.01$2.48$0.47$11.29 thousand$11.20 thousand5.2%
DLTR Dollar Tree$127.97$1.15$2.70$1.55$4.89 thousand$4.86 thousand7.0%
EKTAY Elekta$5.50 - $0.07 - $372.30$0.00
ESTC Elastic$105.05$0.58$0.70$0.12$478.11$469.7515.2%
GAP GAP$24.68$0.48$0.52$0.04$3.65 thousand$3.69 thousand-2.0%
HMY Harmony Gold Mining$20.99$1.29$0.95($0.34)$1.69 thousand$3.20 thousand
HQY HealthEquity$93.90$1.19$1.24$0.05$350.73$349.2295.5%
HRL Hormel Foods$21.35$0.35$0.37$0.02$2.96 thousand$3.03 thousand-2.4%
IREN IREN$38.24($0.55)($0.41)$0.14$137.23$132.29
KRKNF Kraken Robotics$4.03$0.01$0.01$0.00$19.23$18.52
MRVL Marvell Technology$225.10$0.93$0.94$0.01$2.74 thousand$2.72 thousand36.5%
NAT Nordic American Tankers$6.87$0.23$0.32$0.09$79.30$84.18
NMM Navios Maritime Partners$88.23$4.35$4.65$0.30$410.17$360.8325.2%
RBRK Rubrik$100.51$0.04$0.20$0.16$427.26$396.3043.9%
RY Royal Bank Of Canada$204.63$2.89$3.07$0.18$13.22 thousand$12.98 thousand
S SentinelOne$22.20$0.07$0.08$0.01$291.98$290.2420.6%
ULTA Ulta Beauty$542.45$6.20$6.55$0.35$3.04 thousand$2.99 thousand8.9%
WDAY Workday$194.50$2.61$2.75$0.14$2.65 thousand$2.64 thousand12.8%
Wall Street’s quietly buying these 3 AI infrastructure plays (ad)
Wall Street’s quietly buying these 3 AI infrastructure plays
Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
 
Access the full analysis, price setups, and catalysts nowtc pixel

Wednesday, August 26 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
A Agilent Technologies$157.60$1.49$1.62$0.13$1.88 thousand$1.84 thousand8.1%
AHCHY Anhui Conch Cement$11.32$0.42$0.18($0.24)$5.49 thousand$5.33 thousand
ANF Abercrombie & Fitch$147.70$1.99$4.17$2.18$1.27 thousand$1.25 thousand4.8%
BBWI Bath & Body Works$18.70$0.24$0.62$0.38$1.51 thousand$1.50 thousand-2.3%
CHCJY China CITIC Bank$19.60 - $0.79 - $8.19 thousand$8.27 thousand
CRM Salesforce$248.64$3.27$5.90$2.63$11.35 thousand$11.33 thousand10.8%
CRWD CrowdStrike$228.84$0.29$0.31$0.02$1.47 thousand$1.44 thousand25.6%
DCI Donaldson$92.41$1.13$1.15$0.02$1.06 thousand$1.04 thousand8.0%
DY Dycom Industries$307.00$4.72$5.29$0.57$2.01 thousand$1.98 thousand45.6%
HPQ HP$29.63$0.66$0.83$0.17$15.68 thousand$14.44 thousand12.5%
KSS Kohl's$18.13$0.58$1.28$0.70$3.52 thousand$3.32 thousand-.9%
NTIOF National Bank of Canada$153.34$2.32$2.43$0.11$2.89 thousand$2.75 thousand
NTNX Nutanix$69.87$0.49$0.60$0.11$757.08$738.2715.9%
NVDA NVIDIA$227.88$2.09$2.22$0.13$96.22 thousand$92.27 thousand105.9%
OKTA Okta$171.21$0.97$1.05$0.09$805.00$793.0010.6%
P Everpure$98.89$0.19$0.70$0.51$1.19 thousand$0.0037.7%
PAHC Phibro Animal Health$36.35$0.71$0.85$0.14$396.75$381.18
PLAB Photronics$30.05$0.40$0.50$0.10$216.05$208.752.7%
SJM J. M. Smucker$131.92$2.22$3.24$1.02$2.22 thousand$2.13 thousand5.0%
SNPS Synopsys$464.00$3.67$3.91$0.24$2.48 thousand$2.44 thousand42.4%
STDN Standard Nuclear$14.67($0.04)($0.12)($0.08)$4.74$2.97
TRMD Torm$32.25$3.31$3.25($0.06)$662.80$499.01
URBN Urban Outfitters$80.46$1.72$1.72$0.00$1.66 thousand$1.65 thousand10.4%
VEEV Veeva Systems$280.00$2.23$2.35$0.12$927.96$905.3817.6%
WSM Williams-Sonoma$238.50$2.08$2.10$0.02$1.96 thousand$1.93 thousand6.7%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
MNSO MINISO Group8/28/2026Morning
JFIN Jiayin Group8/28/2026Morning
IBIO iBio9/4/2026Morning
HAFN Hafnia8/28/2026Morning
BWLP BW LPG8/28/2026Morning
UURAF Ucore Rare Metals8/31/2026Afternoon
KMX CarMax8/31/2026Morning
GTLB GitLab9/1/2026Afternoon
YEXT Yext9/1/2026Morning

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