Earnings360 Newsletter for 12/12/2024

Earnings360 Newsletter for 12/12/2024
Earnings Highlights: BSAC, DAL, PEP, GIS, STZ, NKE, FDXF, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
A tiny supplier at the center of Elon's AI infrastructure (ad)
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong move.

There's a tiny supplier, just 1/60th the size of SpaceX, sitting at the center of what he calls Elon Musk's 'tollbooth' plan for AI infrastructure. Once SpaceX goes public, Wall Street could expose this under-the-radar vendor to a much wider audience.
 
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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
7 Cheap Stocks Buffett Would Love Right Now 💰tc 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?
I endorsed someone else's model for the first timetc 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$399.97$1.39$1.42$0.03$14.05 thousand$14.07 thousand51.2%
CIEN Ciena$461.12$0.66$0.54($0.12)$1.12 thousand$1.10 thousand-.5%
LQDT Liquidity Services$39.00 - $0.32 - $106.93$0.00
RH RH$165.20$2.67$2.48($0.19)$811.73$812.198.1%
The numbers don't add up (ad)
The numbers don't add up
Warren Buffett's preferred market valuation tool just hit 217% - the highest reading ever recorded. Historically, anything above 200% is considered a danger zone, and the last time sentiment stretched this far, the Nasdaq took over a decade to recover.

Thor Metals Group has put together a free guide for investors who want to understand their options outside of heavily concentrated AI and tech positions. No sales pitch - just the information.
 
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Wednesday, December 11 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADBE Adobe$223.64$4.67$4.81$0.14$5.61 thousand$5.54 thousand11.1%
BZ KANZHUN$13.76$0.13$0.15$0.02$0.00$0.00
IDEXY Industria de Diseno Textil$15.66$0.31$0.30($0.01)$0.00$0.00
M Macy's$22.66$0.07$0.04($0.03)$4.74 thousand$4.74 thousand-2.4%
NDSN Nordson$286.60$2.59$2.78$0.19$744.00$736.833.5%
PLAB Photronics$29.90$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
AXR AMREP7/28/2026Afternoon
CNTM Connectm Technology Solutions9/2/2026Afternoon
EDSA Edesa Biotech8/14/2026Afternoon
NASB NASB Financial5/5/2026Morning
VALU Value Line3/20/2026Afternoon
VEON VEON7/31/2026Morning
XCH XCHG4/22/2026Afternoon
MITK Mitek Systems7/23/2026Afternoon
IMMR Immersion7/14/2026Morning
MAMA Mama's Creations9/14/2026Afternoon
VERU Veru8/11/2026Afternoon
QIPT Quipt Home Medical5/11/2026Afternoon
RCAT Red Cat8/13/2026Afternoon
RICK RCI Hospitality8/10/2026Afternoon
RSKIA Riskgeorge In3/16/2026Afternoon
SEGG Lottery.com1/1/2000N/A
STRM Streamline Health Solutions1/1/2000Afternoon
USAU US Gold7/10/2026Afternoon
HBPCF Helix Biopharma6/17/2026Afternoon
BCTX Briacell Therap3/11/2026Afternoon
AMTM Amentum8/4/2026Morning
CMP Compass Minerals International8/10/2026Afternoon
CMCM Cheetah Mobile9/11/2026Morning
HEI Heico8/24/2026Afternoon
HEI.A Heico1/1/2000Afternoon
NMTC NeuroOne Medical Technologies8/13/2026Morning
ONMD OneMedNet4/21/2026Afternoon
WOR Worthington Enterprises9/22/2026Afternoon
MCRAA Mcrae Industrie3/16/2026Morning

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