Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Ciena, Dollar Tree, Samsara & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Today's stock pick is on me (ad)
Today's stock pick is on me
Elon can't build his satellite network without one key supplier, and he's paid this company since 2012.

His plan for 1,000,000 satellites could multiply that bill significantly, putting this overlooked stock back in focus.

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Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
Why a $1,000,000 portfolio fails in 2026 (and could this be the 2 PM fix?)tc pixel 
American Superconductor's Earnings Surge, Future Growth Expected
GitLab’s Weak Results Were Priced In; Time to Buy the Dip?
Birkenstock Looks Like a Fit in Any Growth-Oriented Portfolio
The Most Upgraded Stocks After the Q1 Earnings Season
Palantir Micron and SanDisk Show a Familiar Patterntc pixel 
ZIM Shipping Stock Forecast, Earnings Triggers a Buy
From Discount to Discretionary: A Retail Sector Pulse Check

Thursday, June 6 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ABM ABM Industries$54.75$0.79$0.87$0.08$2.00 billion$2.02 billion1.7%→
AGX Argan$289.90$0.52$0.58$0.06$134.75 million$157.70 million52.1%→
BRZE Braze$46.10($0.36)($0.35)$0.01$131.56 million$135.46 million→
CIEN Ciena$271.47$0.1540$0.27$0.1160$895.80 million$910.80 million-19.6%→
DOCU Docusign$80.50$0.20$0.29$0.09$706.07 million$709.64 million→
GIII G-III Apparel Group$33.14($0.05)$0.12$0.17$615.10 million$609.75 million→
IOT Samsara$42.83($0.12)($0.10)$0.02$272.51 million$280.73 million→
MTN Vail Resorts$160.68$9.94$9.54($0.40)$1.31 billion$1.28 billion→
NGL NGL Energy Partners$15.56$0.19($0.38)($0.57)$1.97 billion$1.63 billion→
NIO NIO$3.30($0.31)($0.36)($0.05)$1.48 billion$1.37 billion→
ODC Oil-Dri Corporation Of America$70.94 - $0.2675 - - $106.78 million→
PL Planet Labs PBC$12.64($0.0820)($0.10)($0.0180)$59.80 million$60.44 million→
SJM J. M. Smucker$132.38$2.32$2.66$0.34$2.24 billion$2.21 billion-1.3%→
SKHSY Sekisui House$22.41 - $0.52 - - $5.23 billion→
TTC Toro$107.45$1.29$1.40$0.11$1.34 billion$1.35 billion.7%→
Shocking AI prediction from the "Billionaire Whisperer" (ad)
The end of AI data centers coming?
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Now Chaikin says a new AI data center technology using 99 percent less electricity, water, and space could accelerate scientific breakthroughs 360-fold, and one company behind it just flashed bullish in his system.

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Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$122.28 - $0.21 - - $36.34 million→
ANIP ANI Pharmaceuticals$71.65 - $1.17 - - $106.22 million→
BF.A Brown Forman$31.52 - $0.56 - - $964 million→
BF.B Brown-Forman$30.81$0.42$0.56$0.14$1.03 billion$964 million-7.8%→
CPB Campbell's$23.26$0.70$0.75$0.05$2.34 billion$2.37 billion6.3%→
CPB Campbell's$23.26$0.70$0.75$0.05$2.34 billion$2.37 billion→
CXM Sprinklr$6.85$0.02$0.04$0.02$194.54 million$195.96 million→
DLTR Dollar Tree$147.00$1.43$1.43$0.00$7.63 billion$7.63 billion4.2%→
EKTAY Elekta$6.14 - $0.11 - - $475.78 million→
FIVE Five Below$252.01$0.62$0.60($0.02)$834.29 million$811.86 million11.8%→
GEF Greif$76.99$0.77$0.82$0.05$1.30 billion$1.37 billion4.7%→
GEF.B Greif Bros.$106.82 - $0.82 - - $1.37 billion→
IDEXY Industria de Diseno Textil$16.79$0.22$0.23$0.01$9.13 billion$8.85 billion→
IDT IDT$83.94 - $0.33 - - $299.64 million→
LULU lululemon athletica$112.06$2.38$2.54$0.16$2.20 billion$2.21 billion10.4%→
OLLI Ollie's Bargain Outlet$94.11$0.65$0.73$0.08$506.49 million$508.82 million10.8%→
REVG REV Group$63.90$0.24$0.34$0.10$603.17 million$616.90 million→
RNW ReNew Energy Global$6.93($0.06)$0.02$0.08$243.45 million$297 million→
SMTC Semtech$110.96($0.17)($0.17)$0.00$200.16 million$206.11 million→
THO Thor Industries$84.65$1.89$2.13$0.24$2.73 billion$2.80 billion-4.4%→
UNFI United Natural Foods$48.29$0.10$0.10$0.00$7.51 billion$7.50 billion-.1%→
VSXY Victoria's Secret & Co.$109.10$0.11$0.12$0.01$1.36 billion$1.36 billion-3.4%→

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