Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Trump Just Backed Tech That Kills Nvidia’s Moat (ad)
He Predicted the iPhone in ’91. Here’s His Newest, Biggest Pick Ever.
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.

A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.
 
See the three titans behind computing's extinction eventtc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
How disciplined traders position when volatility surgestc 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
Sell These 10 Stocks ASAPtc 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$38.67$0.79$0.87$0.08$2.02 thousand$2.00 thousand1.7%
AGX Argan$573.82$0.52$0.58$0.06$157.70$134.7552.1%
BRZE Braze$23.68($0.36)($0.35)$0.01$135.46$131.56
CIEN Ciena$448.42$0.15$0.27$0.12$910.80$895.80-19.6%
DOCU Docusign$48.37$0.20$0.29$0.09$709.64$706.07
GIII G-III Apparel Group$28.00($0.05)$0.12$0.17$609.75$615.10
IOT Samsara$32.21($0.12)($0.10)$0.02$280.73$272.51
MTN Vail Resorts$131.07$9.94$9.54($0.40)$1.28 thousand$1.31 thousand
NGL NGL Energy Partners$12.58$0.19($0.38)($0.57)$1.63 thousand$1.97 thousand
NIO NIO$6.29($0.31)($0.36)($0.05)$1.37 thousand$1.48 thousand
PL Planet Labs PBC$35.84($0.08)($0.10)($0.02)$60.44$59.80
SJM J. M. Smucker$95.54$2.32$2.66$0.34$2.21 thousand$2.24 thousand-1.3%
SKHSY Sekisui House$22.76 - $0.52 - $5.23 thousand$0.00
TTC Toro$92.64$1.29$1.40$0.11$1.35 thousand$1.34 thousand.7%
Goldman's 10 Favorite EV Stocks for the $800B Boom (ad)
Goldman's 10 Favorite EV Stocks for the $800B Boom
7 Cheap and Good Stocks to Buy Now 📈

While everyone chases overpriced tech stocks, smart money is quietly accumulating these 7 undervalued gems. One semiconductor supplier is cornering the EV chip market. Another is monetizing AI across enterprise platforms.
 
These picks are trading for cheap—but they won't stay that way for long!tc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$71.09 - $0.21 - $36.34$0.00
ANIP ANI Pharmaceuticals$74.21 - $1.17 - $106.22$0.00
BASE Couchbase$24.51($0.37)($0.40)($0.03)$51.33$48.52
BF.A Brown Forman$27.05 - $0.56 - $964.00$0.00
BF.B Brown-Forman$26.77$0.42$0.56$0.14$964.00$1.03 thousand-7.8%
CPB Campbell's$22.01$0.70$0.75$0.05$2.37 thousand$2.34 thousand6.3%
CPB Campbell's$22.01$0.70$0.75$0.05$2.37 thousand$2.34 thousand
CXM Sprinklr$6.08$0.02$0.04$0.02$195.96$194.54
DLTR Dollar Tree$108.44$1.43$1.43$0.00$7.63 thousand$7.63 thousand4.2%
EKTAY Elekta$5.80 - $0.11 - $475.78$0.00
FIVE Five Below$235.39$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$66.73$0.77$0.82$0.05$1.37 thousand$1.30 thousand4.7%
GEF.B Greif Bros.$88.33 - $0.82 - $1.37 thousand$0.00
IDEXY Industria de Diseno Textil$14.56$0.22$0.23$0.01$8.85 thousand$9.13 thousand
IDT IDT$48.63 - $0.33 - $299.64$0.00
LULU lululemon athletica$155.72$2.38$2.54$0.16$2.21 thousand$2.20 thousand10.4%
OLLI Ollie's Bargain Outlet$95.22$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$4.75($0.06)$0.02$0.08$297.00$243.45
SMTC Semtech$82.65($0.17)($0.17)$0.00$206.11$200.16
THO Thor Industries$77.24$1.89$2.13$0.24$2.80 thousand$2.73 thousand-4.4%
TIGR UP Fintech$6.38 - $0.08 - $78.95$0.00
UNFI United Natural Foods$44.91$0.10$0.10$0.00$7.50 thousand$7.51 thousand-.1%
VSCO Victoria's Secret & Co.$45.92$0.11$0.12$0.01$1.36 thousand$1.36 thousand-3.4%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
GLBS Globus Maritime6/15/2026Unknown
HURC Hurco Companies6/5/2026Unknown
UONE Radio One5/11/2026Unknown
UONEK Radio One5/11/2026Unknown
VIRC Virco Manufacturing4/13/2026Morning
CMCM Cheetah Mobile6/5/2026Unknown
GHM Graham6/8/2026Unknown
GME GameStop6/9/2026Afternoon
JILL J.Jill6/10/2026Unknown
NX Quanex Building Products6/4/2026Afternoon
UEC Uranium Energy6/1/2026Unknown
APTL Alaska Power & Telephone1/1/2000Unknown
ZDGE Zedge6/11/2026Unknown
SKIL Skillsoft4/7/2026Afternoon
YEXT Yext6/2/2026Unknown
GEO Geo Group5/6/2026Morning
CVGW Calavo Growers6/8/2026Unknown
FCEL FuelCell Energy6/5/2026Morning
OCC Optical Cable6/4/2026Unknown
OCCI OFS Credit6/9/2026Unknown
PETS PetMed Express5/11/2026Unknown
QUBT Quantum Computing5/7/2026Unknown
SMID Smith-Midland4/14/2026Unknown
VTGN VistaGen Therapeutics6/16/2026Unknown
STRM Streamline Health Solutions1/1/2000Unknown
MAMA Mama's Creations4/14/2026Unknown
MPAA Motorcar Parts of America6/8/2026Unknown
ADSK Autodesk5/28/2026Afternoon
ASO Academy Sports and Outdoors6/9/2026Morning
BTOC Armlogi5/13/2026Unknown
CASY Casey's General Stores6/8/2026Afternoon
FRD Friedman Industries1/1/2000Unknown
MTB M&T Bank4/15/2026Morning
ZK ZEEKR Intelligent Technology1/1/2000Unknown
ORCL Oracle6/10/2026Afternoon
RBRK Rubrik6/4/2026Unknown

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