Earnings360 Newsletter for 12/12/2024

Earnings360 Newsletter for 12/12/2024
Earnings Highlights: TLK, BJ, ROST, CPRT, WSM, DE, WDAY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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June 1st: The $1.75 Trillion "Ripple Effect" (ad)
June 1st: The $1.75 Trillion "Ripple Effect"
The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does.

But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.
 
Get the ticker and full briefing before the June roadshow beginstc pixel
Top Earnings News
C3.ai Stock Surges on Strong Sales Despite Profit Concerns
2 AI Stocks That Gap and Crapped for a Dip Buying Opportunity
Check the health of your stocks — instantlytc pixel 
UiPath: A Golden Opportunity in AI-Driven Workflow Automation
4 Stocks That Crushed Analyst Estimates by More Than Double
Tesla’s Closes in on $400: From Laggard to Leader in 2024
Dollar Rising: Time to Buy Into Dollar General and Dollar Tree?
The #1 stock to buy BEFORE the June S-1 filingtc pixel 
Pure Storage Rides the AI Boom Even Higher in 2025
Here's Why Best Buy Stock Could Be a Gift for Investors in 2025

Thursday, December 12 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AVGO Broadcom$414.14$1.39$1.42$0.03$14.05 thousand$14.07 thousand51.2%
CIEN Ciena$583.65$0.66$0.54($0.12)$1.12 thousand$1.10 thousand-.5%
LQDT Liquidity Services$34.43 - $0.32 - $106.93$0.00
RH RH$136.45$2.67$2.48($0.19)$811.73$812.198.1%
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, December 11 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADBE Adobe$244.76$4.67$4.81$0.14$5.61 thousand$5.54 thousand11.1%
BZ KANZHUN$13.75$0.13$0.15$0.02$0.00$0.00
IDEXY Industria de Diseno Textil$14.63$0.31$0.30($0.01)$0.00$0.00
M Macy's$20.69$0.07$0.04($0.03)$4.74 thousand$4.74 thousand-2.4%
NDSN Nordson$289.90$2.59$2.78$0.19$744.00$736.833.5%
PLAB Photronics$51.46$0.52$0.59$0.07$222.60$218.00-2.2%
REVG REV Group$63.90$0.43$0.42($0.01)$597.90$603.33-13.8%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
NASB NASB Financial5/5/2026Morning
VALU Value Line3/20/2026Afternoon
YYAI AiRWA3/23/2026Afternoon
AXR AMREP7/28/2026Afternoon
EDSA Edesa Biotech5/13/2026Afternoon
XCH XCHG4/22/2026Afternoon
CNTM Connectm Technology Solutions6/3/2026Afternoon
VEON VEON8/6/2026Morning
AMTM Amentum8/4/2026Morning
IMMR Immersion7/8/2026Morning
SEGG Lottery.com1/1/2000N/A
MITK Mitek Systems7/23/2026Afternoon
RSKIA Riskgeorge In3/16/2026Afternoon
STRM Streamline Health Solutions1/1/2000Afternoon
RCAT Red Cat5/7/2026Afternoon
BCTX Briacell Therap3/11/2026Afternoon
RICK RCI Hospitality5/11/2026Afternoon
CMP Compass Minerals International8/10/2026Afternoon
MAMA Mama's Creations6/2/2026Afternoon
USAU US Gold7/1/2026Afternoon
QIPT Quipt Home Medical5/11/2026Afternoon
HBPCF Helix Biopharma6/17/2026Afternoon
VERU Veru8/11/2026Afternoon
CMCM Cheetah Mobile6/5/2026Morning
NMTC NeuroOne Medical Technologies5/12/2026Morning
MCRAA Mcrae Industrie3/16/2026Morning
WOR Worthington Enterprises6/23/2026Afternoon
HEI.A Heico1/1/2000Afternoon
HEI Heico5/27/2026Afternoon
ONMD OneMedNet4/21/2026Afternoon

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