Earnings360 Newsletter for 12/12/2024

Earnings360 Newsletter for 12/12/2024
Earnings Highlights: HEI.A, DKS, SMTC, HEI, ZM, INTU, PDD, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Buy this stock tomorrow (ad)
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.

One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.
 
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Dollar Rising: Time to Buy Into Dollar General and Dollar Tree?
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”tc pixel 
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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$356.74$1.39$1.42$0.03$14.05 thousand$14.07 thousand51.2%
CIEN Ciena$388.47$0.66$0.54($0.12)$1.12 thousand$1.10 thousand-.5%
LQDT Liquidity Services$43.12 - $0.32 - $106.93$0.00
RH RH$141.37$2.67$2.48($0.19)$811.73$812.198.1%
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.
 
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Wednesday, December 11 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADBE Adobe$273.92$4.67$4.81$0.14$5.61 thousand$5.54 thousand11.1%
BZ KANZHUN$16.29$0.13$0.15$0.02$0.00$0.00
IDEXY Industria de Diseno Textil$16.98$0.31$0.30($0.01)$0.00$0.00
M Macy's$22.61$0.07$0.04($0.03)$4.74 thousand$4.74 thousand-2.4%
NDSN Nordson$333.58$2.59$2.78$0.19$744.00$736.833.5%
PLAB Photronics$29.32$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
AXR AMREP9/15/2026Afternoon
EDSA Edesa Biotech8/13/2026Afternoon
XCH XCHG4/22/2026Afternoon
CNTM Connectm Technology Solutions9/2/2026Afternoon
VEON VEON11/9/2026Morning
AMTM Amentum8/10/2026Morning
IMMR Immersion9/14/2026Morning
HSCS HeartSciences9/10/2026Afternoon
MITK Mitek Systems10/29/2026Afternoon
RSKIA Riskgeorge In3/16/2026Afternoon
STRM Streamline Health Solutions1/1/2000Afternoon
RCAT Red Cat8/6/2026Afternoon
BCTX Briacell Therap3/11/2026Afternoon
RICK RCI Hospitality8/10/2026Afternoon
CMP Compass Minerals International8/5/2026Afternoon
MAMA Mama's Creations9/3/2026Afternoon
USAU US Gold9/17/2026Afternoon
QIPT Quipt Home Medical5/11/2026Afternoon
HBPCF Helix Biopharma10/29/2026Afternoon
VERU Veru8/10/2026Afternoon
CMCM Cheetah Mobile9/11/2026Morning
NMTC NeuroOne Medical Technologies8/13/2026Morning
MCRAA Mcrae Industrie3/16/2026Morning
WOR Worthington Enterprises9/22/2026Afternoon
HEI.A Heico1/1/2000Afternoon
HEI Heico8/25/2026Afternoon
ONMD OneMedNet4/21/2026Afternoon

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