Earnings360 Newsletter for 11/25/2025
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Earnings360 Newsletter for 11/25/2025
As we head into 2026, the private-market landscape is shifting fast.
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Tuesday, November 25 Today's Earnings AnnouncementsCompany Current Price Consensus EPS Actual EPS Beat/Miss Consensus Revenue Actual Revenue YoY Revenue Growth Report ADI Analog Devices$257.92 $2.22 $2.26 $0.04 $3.08 thousand $3.02 thousand 25.9% → ADSK Autodesk$301.38 $2.50 $2.67 $0.17 $1.85 thousand $1.81 thousand 18.0% → AMBA Ambarella$73.89 $0.21 $0.27 $0.06 $108.45 $104.11 31.2% → ANF Abercrombie & Fitch$95.41 $2.14 $2.36 $0.22 $1.29 thousand $1.28 thousand 6.8% → ATAT Atour Lifestyle$37.76 $0.45 $0.48 $0.03 $368.95 $340.27 → BBAR BBVA Banco Frances$15.91 $0.20 $0.13 ($0.07) $512.44 $871.10 thousand → BBY Best Buy$80.90 $1.31 $1.40 $0.09 $9.67 thousand $9.57 thousand 2.4% → BURL Burlington Stores$260.42 $1.59 $1.68 $0.09 $2.71 thousand $2.74 thousand 7.1% → DELL Dell Technologies$133.33 $2.47 $2.59 $0.12 $27.01 thousand $27.26 thousand 10.8% → DKS DICK'S Sporting Goods$207.34 $2.62 $2.78 $0.16 $4.17 thousand $4.45 thousand 36.3% → GGAL Grupo Financiero Galicia$51.08 $0.18 $0.08 ($0.10) $800.28 $1.49 thousand → HPQ HP$23.97 $0.91 $0.93 $0.02 $14.64 thousand $14.50 thousand 4.2% → KSS Kohl's$24.11 ($0.19) $0.10 $0.29 $3.41 thousand $3.37 thousand -3.6% → NTAP NetApp$109.25 $1.89 $2.05 $0.16 $1.71 thousand $1.69 thousand 2.8% → NTNX Nutanix$48.34 $0.41 $0.41 $0.00 $670.58 $677.23 13.5% → PD PagerDuty$11.61 $0.24 $0.33 $0.09 $124.55 $124.92 4.7% → PONY Pony AI$13.45 - ($0.16) - $25.44 $0.00 → SJM J. M. Smucker$103.31 $2.12 $2.10 ($0.02) $2.33 thousand $2.32 thousand 2.6% → URBN Urban Outfitters$77.56 $1.19 $1.28 $0.09 $1.53 thousand $1.48 thousand 12.3% → WDAY Workday$215.34 $2.17 $2.32 $0.15 $2.43 thousand $2.42 thousand 12.6% → WOOF Petco Health and Wellness$3.40 $0.01 $0.03 $0.02 $1.46 thousand $1.47 thousand -3.1% → ZS Zscaler$251.97 $0.85 $0.96 $0.11 $788.11 $773.86 25.5% →
Analysts are warning that the global AI race is entering a pivotal stage, and a new briefing from Porter Stansberry and Jeff Brown explains why accelerating advances in energy, infrastructure, and compute power could reshape the industry faster than most expect. They break down the shifts happening inside China and the U.S., the companies best positioned to benefit from massive investment in next-generation AI systems, and the two little-known American firms they believe could become essential suppliers as demand surges.
Watch their full AI briefing here
Monday, November 24 Yesterday's Earnings AnnouncementsCompany Current Price Consensus EPS Actual EPS Beat/Miss Consensus Revenue Actual Revenue YoY Revenue Growth Report A Agilent Technologies$154.52 $1.58 $1.59 $0.01 $1.86 thousand $1.83 thousand 9.4% → AMTM Amentum$29.39 $0.59 $0.63 $0.04 $3.93 thousand $3.61 thousand 10.1% → BLBD Blue Bird$52.74 $0.97 $1.32 $0.35 $409.37 $380.37 16.9% → CAAP Corporacion America Airports$24.03 $0.53 $0.34 ($0.19) $532.10 $492.00 → CENT Central Garden & Pet$34.21 ($0.20) ($0.09) $0.11 $678.18 $657.86 1.3% → CENTA Central Garden & Pet$30.98 ($0.20) ($0.09) $0.11 $678.00 $657.86 → CVAC CureVac$5.48 ($0.17) ($0.10) $0.07 $25.14 $21.40 → FLNC Fluence Energy$18.99 $0.23 $0.13 ($0.10) $1.04 thousand $1.39 thousand -15.2% → KEYS Keysight Technologies$196.33 $1.83 $1.91 $0.08 $1.42 thousand $1.39 thousand 10.1% → SMTC Semtech$73.45 $0.45 $0.48 $0.03 $266.97 $266.36 12.8% → SNEX StoneX Group$90.99 $1.58 $1.57 ($0.01) $782.70 $1.04 thousand → SYM Symbotic$87.30 $0.08 ($0.03) ($0.11) $618.46 $604.00 9.5% → TUYA Tuya$2.22 $0.03 $0.02 ($0.01) $82.49 $81.62 → WRD WeRide$8.04 - ($0.15) - $24.02 $0.00 → WWD Woodward$298.15 $1.83 $2.09 $0.26 $995.26 $943.15 16.5% → ZM Zoom Communications$84.43 $1.44 $1.52 $0.08 $1.23 thousand $1.21 thousand 4.4% →
In 1999, Sutter Hill Ventures made a bold bet on Nvidia before anyone had heard of it. Now, they're going all-in on Nvidia's hush-hush partner that's powering their new Blackwell chip. Discover the little-known company that's attracting massive investments from the visionaries behind Nvidia's 100,000% rise.
Unlock the hidden key to AI's future.
Upcoming Earnings Reports Company Release Date Release Time ALAR Alarum Technologies11/26/2025 Morning AMBR Amber International1/1/2000 Morning CLGN CollPlant Biotechnologies11/26/2025 Morning HDL Super Hi International11/26/2025 Morning IMKTA Ingles Markets12/26/2025 Morning BMA Macro Bank11/26/2025 Morning CMBT CMB.TECH11/26/2025 Morning CMCM Cheetah Mobile12/16/2025 Morning DE Deere & Company2/12/2026 Morning GOTU Gaotu Techedu12/3/2025 Morning EKTAY Elekta11/26/2025 N/A
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