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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The microcap at the center of Elon Musk's $40 trillion move (ad)
The microcap at the center of Elon Musk's $40 trillion move
Morgan Stanley pegs a market Elon Musk is chasing at up to $40 trillion. A small microcap supplier, trading under $25, sits at the center of it.

Jon Najarian says Musk has already secured rights to acquire up to 15% of the company. He believes it could be the next supplier Musk takes off the open market entirely.

A key deadline falls on December 8th.
 
Click here to see Jon Najarian's newest prediction nowtc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
The $6,000/month living cost problem traditional investing can't fixtc 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
AI doesn’t run on hype. It runs on this.tc 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$52.85$0.79$0.87$0.08$2.00 billion$2.02 billion1.7%→
AGX Argan$278.72$0.52$0.58$0.06$134.75 million$157.70 million52.1%→
AVO Mission Produce$11.66($0.01)$0.12$0.13$226.70 million$297.60 million→
BRZE Braze$45.79($0.36)($0.35)$0.01$131.56 million$135.46 million→
CIEN Ciena$242.93$0.1540$0.27$0.1160$895.80 million$910.80 million-19.6%→
DOCU Docusign$77.61$0.20$0.29$0.09$706.07 million$709.64 million→
GIII G-III Apparel Group$31.41($0.05)$0.12$0.17$615.10 million$609.75 million→
IOT Samsara$41.02($0.12)($0.10)$0.02$272.51 million$280.73 million→
MTN Vail Resorts$158.60$9.94$9.54($0.40)$1.31 billion$1.28 billion→
NGL NGL Energy Partners$14.96$0.19($0.38)($0.57)$1.97 billion$1.63 billion→
NIO NIO$3.40($0.31)($0.36)($0.05)$1.48 billion$1.37 billion→
ODC Oil-Dri Corporation Of America$70.88 - $0.2675 - - $106.78 million→
PL Planet Labs PBC$12.50($0.0820)($0.10)($0.0180)$59.80 million$60.44 million→
SJM J. M. Smucker$130.51$2.32$2.66$0.34$2.24 billion$2.21 billion-1.3%→
SKHSY Sekisui House$22.18 - $0.52 - - $5.23 billion→
TTC Toro$104.85$1.29$1.40$0.11$1.34 billion$1.35 billion.7%→
A free stock pick, from me to you (ad)
A free stock pick, from me to you
Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal.

Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty.

Dylan believes shares could react by December 8th.
 
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Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$121.09 - $0.21 - - $36.34 million→
ANIP ANI Pharmaceuticals$67.41 - $1.17 - - $106.22 million→
BF.A Brown Forman$31.44 - $0.56 - - $964 million→
BF.B Brown-Forman$30.61$0.42$0.56$0.14$1.03 billion$964 million-7.8%→
CPB Campbell's$23.13$0.70$0.75$0.05$2.34 billion$2.37 billion6.3%→
CPB Campbell's$23.13$0.70$0.75$0.05$2.34 billion$2.37 billion→
CXM Sprinklr$6.68$0.02$0.04$0.02$194.54 million$195.96 million→
DLTR Dollar Tree$131.14$1.43$1.43$0.00$7.63 billion$7.63 billion4.2%→
EKTAY Elekta$6.16 - $0.11 - - $475.78 million→
FIVE Five Below$240.30$0.62$0.60($0.02)$834.29 million$811.86 million11.8%→
GEF Greif$72.50$0.77$0.82$0.05$1.30 billion$1.37 billion4.7%→
GEF.B Greif Bros.$102.01 - $0.82 - - $1.37 billion→
IDEXY Industria de Diseno Textil$16.41$0.22$0.23$0.01$9.13 billion$8.85 billion→
IDT IDT$82.07 - $0.33 - - $299.64 million→
LULU lululemon athletica$110.79$2.38$2.54$0.16$2.20 billion$2.21 billion10.4%→
OLLI Ollie's Bargain Outlet$90.40$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$103.21($0.17)($0.17)$0.00$200.16 million$206.11 million→
THO Thor Industries$80.80$1.89$2.13$0.24$2.73 billion$2.80 billion-4.4%→
UNFI United Natural Foods$45.15$0.10$0.10$0.00$7.51 billion$7.50 billion-.1%→
VSXY Victoria's Secret & Co.$107.93$0.11$0.12$0.01$1.36 billion$1.36 billion-3.4%→

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