Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Earnings Highlights: ECHO, NVO, SPCX, EXPD, Q, HUT, PINS, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The Bureau is preparing for nuclear reactors at sea (ad)
The Administration is preparing for nuclear reactors at sea
On July 21, two federal regulators signed an agreement outlining how they would evaluate future submerged nuclear-energy projects, even though no offshore reactor has been proposed or approved.

Next-generation reactors, dubbed Energy Cubes, are designed to be manufactured, transported and deployed wherever power is needed, from data centers to military bases to offshore sites.

Karim Rahemtulla targets the overlooked companies supplying the fuel and infrastructure every reactor needs, no matter where it ends up.
 
See the Energy Cube blueprint and its overlooked infrastructure plays nowtc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
SpaceX IPO Filing Sparks Talk of a Hidden Musk Opportunitytc 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
The space stocks worth owning more than SpaceXtc 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$49.09$0.79$0.87$0.08$2.02 thousand$2.00 thousand1.7%
AGX Argan$618.23$0.52$0.58$0.06$157.70$134.7552.1%
AVO Mission Produce$12.75($0.01)$0.12$0.13$297.60$226.70
BRZE Braze$26.41($0.36)($0.35)$0.01$135.46$131.56
CIEN Ciena$411.04$0.15$0.27$0.12$910.80$895.80-19.6%
DOCU Docusign$57.54$0.20$0.29$0.09$709.64$706.07
GIII G-III Apparel Group$36.48($0.05)$0.12$0.17$609.75$615.10
IOT Samsara$38.67($0.12)($0.10)$0.02$280.73$272.51
MTN Vail Resorts$149.76$9.94$9.54($0.40)$1.28 thousand$1.31 thousand
NGL NGL Energy Partners$15.79$0.19($0.38)($0.57)$1.63 thousand$1.97 thousand
NIO NIO$4.78($0.31)($0.36)($0.05)$1.37 thousand$1.48 thousand
ODC Oil-Dri Corporation Of America$99.09 - $0.27 - $106.78$0.00
PL Planet Labs PBC$22.89($0.08)($0.10)($0.02)$60.44$59.80
SJM J. M. Smucker$119.16$2.32$2.66$0.34$2.21 thousand$2.24 thousand-1.3%
SKHSY Sekisui House$21.28 - $0.52 - $5.23 thousand$0.00
TTC Toro$99.04$1.29$1.40$0.11$1.35 thousand$1.34 thousand.7%
Jeff Brown eyes a new Musk opportunity beyond SpaceX (ad)
Is SpaceX stock on sale?
Tech investor Jeff Brown says the real story isn't the SpaceX stock dip, it's what he calls The SpaceX Supercycle, a shift he traces to language on page 37 of the SpaceX IPO filing.

Brown previously flagged Tesla in 2018 and Micron before its 1,121 percent run. He's hosting a live strategy session Wednesday, August 12 at 8 p.m. ET with an industry insider to break down this new sector.

He says it's the most compelling setup he's identified in 20 years, tied to developments he expects around August 26.
 
Register free for Jeff Brown's live strategy session nowtc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$111.27 - $0.21 - $36.34$0.00
ANIP ANI Pharmaceuticals$79.20 - $1.17 - $106.22$0.00
BASE Couchbase$24.51($0.37)($0.40)($0.03)$51.33$48.52
BF.A Brown Forman$28.82 - $0.56 - $964.00$0.00
BF.B Brown-Forman$28.46$0.42$0.56$0.14$964.00$1.03 thousand-7.8%
CPB Campbell's$22.76$0.70$0.75$0.05$2.37 thousand$2.34 thousand6.3%
CPB Campbell's$22.76$0.70$0.75$0.05$2.37 thousand$2.34 thousand
CXM Sprinklr$6.68$0.02$0.04$0.02$195.96$194.54
DLTR Dollar Tree$130.71$1.43$1.43$0.00$7.63 thousand$7.63 thousand4.2%
EKTAY Elekta$5.12 - $0.11 - $475.78$0.00
FIVE Five Below$222.30$0.62$0.60($0.02)$811.86$834.2911.8%
GB Global Blue Group$7.49$0.04$0.01($0.03)$114.26$112.38
GEF Greif$89.28$0.77$0.82$0.05$1.37 thousand$1.30 thousand4.7%
GEF.B Greif Bros.$111.00 - $0.82 - $1.37 thousand$0.00
IDEXY Industria de Diseno Textil$16.77$0.22$0.23$0.01$8.85 thousand$9.13 thousand
IDT IDT$67.01 - $0.33 - $299.64$0.00
LULU lululemon athletica$123.03$2.38$2.54$0.16$2.21 thousand$2.20 thousand10.4%
OLLI Ollie's Bargain Outlet$77.10$0.65$0.73$0.08$508.82$506.4910.8%
REVG REV Group$63.90$0.24$0.34$0.10$616.90$603.17
RNW ReNew Energy Global$6.29($0.06)$0.02$0.08$297.00$243.45
SMTC Semtech$129.16($0.17)($0.17)$0.00$206.11$200.16
THO Thor Industries$79.85$1.89$2.13$0.24$2.80 thousand$2.73 thousand-4.4%
UNFI United Natural Foods$48.65$0.10$0.10$0.00$7.50 thousand$7.51 thousand-.1%
VSXY Victoria's Secret & Co.$89.13$0.11$0.12$0.01$1.36 thousand$1.36 thousand-3.4%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
NX Quanex Building Products9/3/2026Afternoon
GME GameStop9/8/2026Afternoon
JILL J.Jill9/2/2026Unknown
VIRC Virco Manufacturing9/4/2026Morning
CMCM Cheetah Mobile9/11/2026Unknown
ETCC Environmental Tectonics1/1/2000Unknown
UEC Uranium Energy9/24/2026Unknown
UONEK Radio One5/11/2026Unknown
UONE Radio One5/11/2026Unknown
HURC Hurco Companies9/4/2026Unknown
GLBS Globus Maritime9/21/2026Unknown
GHM Graham8/6/2026Unknown
APTL Alaska Power & Telephone1/1/2000Unknown
FCEL FuelCell Energy9/8/2026Morning
SKIL Skillsoft9/8/2026Afternoon
OCC Optical Cable9/10/2026Unknown
ZDGE Zedge6/11/2026Unknown
YEXT Yext9/9/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
GEO Geo Group8/6/2026Morning
CASY Casey's General Stores9/14/2026Afternoon
ASO Academy Sports and Outdoors9/8/2026Morning
ORCL Oracle9/8/2026Afternoon
ADSK Autodesk8/27/2026Afternoon
ZK ZEEKR Intelligent Technology1/1/2000Unknown
BTOC Armlogi9/24/2026Unknown
FRD Friedman Industries8/6/2026Unknown
SMID Smith-Midland8/13/2026Unknown
QUBT Quantum Computing8/10/2026Unknown
PETS PetMed Express8/13/2026Unknown
STRM Streamline Health Solutions1/1/2000Unknown
RBRK Rubrik9/8/2026Unknown
MPAA Motorcar Parts of America8/10/2026Unknown
VTGN VistaGen Therapeutics8/6/2026Unknown
OCCI OFS Credit9/11/2026Unknown
MAMA Mama's Creations9/14/2026Unknown
MTB M&T Bank10/16/2026Morning

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