Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Ciena, Samsara, Dollar Tree & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Why Kevin O'Leary Is Backing This AI Power Infrastructure Play (ad)
The AI Infrastructure Play Kevin O'Leary Is Backing
Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially a power company.

The firm expects up to 190 MW of Nordic data center capacity approaching ready-for-service status by 2027-2028, as similar capacity has recently been valued at roughly $1.7 million to $2 million per MW annually.

Google plans to invest $15 billion in Finland's AI infrastructure, with Cerebras also building a 165 MW facility nearby.
 
See why Kevin O'Leary backed this AI infrastructure strategytc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
The 120-minute daily cash flow routine built for busy schedulestc 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
Why you should head in to the market at 9:35AMtc 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$50.71$0.79$0.87$0.08$2.00 billion$2.02 billion1.7%→
AGX Argan$388.25$0.52$0.58$0.06$134.75 million$157.70 million52.1%→
AVO Mission Produce$11.81($0.01)$0.12$0.13$226.70 million$297.60 million→
BRZE Braze$28.93($0.36)($0.35)$0.01$131.56 million$135.46 million→
CIEN Ciena$400.66$0.1540$0.27$0.1160$895.80 million$910.80 million-19.6%→
DOCU Docusign$72.31$0.20$0.29$0.09$706.07 million$709.64 million→
GIII G-III Apparel Group$27.45($0.05)$0.12$0.17$615.10 million$609.75 million→
IOT Samsara$41.23($0.12)($0.10)$0.02$272.51 million$280.73 million→
MTN Vail Resorts$152.52$9.94$9.54($0.40)$1.31 billion$1.28 billion→
NGL NGL Energy Partners$15.05$0.19($0.38)($0.57)$1.97 billion$1.63 billion→
NIO NIO$3.56($0.31)($0.36)($0.05)$1.48 billion$1.37 billion→
ODC Oil-Dri Corporation Of America$87.03 - $0.2675 - - $106.78 million→
PL Planet Labs PBC$15.16($0.0820)($0.10)($0.0180)$59.80 million$60.44 million→
SJM J. M. Smucker$121.37$2.32$2.66$0.34$2.24 billion$2.21 billion-1.3%→
SKHSY Sekisui House$21.34 - $0.52 - - $5.23 billion→
TTC Toro$97.75$1.29$1.40$0.11$1.34 billion$1.35 billion.7%→
The $6,000/month living cost problem traditional investing can't fix (ad)
The $6,000/month living cost problem traditional investing can't fix
Every afternoon at 2:00 PM Eastern, roughly $3.5 billion in institutional money flows into the market as pension funds and 401(k) contributions get deployed before the close.

Researchers at Duke, Stanford, Notre Dame, and the Nasdaq Economic Advisory Board have studied this pattern. During one volatile week in June, a $1,000 trade set at 2:00 PM settled by 4:00 PM five days in a row, and the full month produced $2,016 in net income on a single contract.
 
Watch the full 2 PM income breakdown before access closestc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$109.26 - $0.21 - - $36.34 million→
ANIP ANI Pharmaceuticals$70.84 - $1.17 - - $106.22 million→
BF.A Brown Forman$27.86 - $0.56 - - $964 million→
BF.B Brown-Forman$27.29$0.42$0.56$0.14$1.03 billion$964 million-7.8%→
CPB Campbell's$18.95$0.70$0.75$0.05$2.34 billion$2.37 billion6.3%→
CPB Campbell's$18.95$0.70$0.75$0.05$2.34 billion$2.37 billion→
CXM Sprinklr$5.63$0.02$0.04$0.02$194.54 million$195.96 million→
DLTR Dollar Tree$116.28$1.43$1.43$0.00$7.63 billion$7.63 billion4.2%→
EKTAY Elekta$5.41 - $0.11 - - $475.78 million→
FIVE Five Below$213.35$0.62$0.60($0.02)$834.29 million$811.86 million11.8%→
GEF Greif$78.63$0.77$0.82$0.05$1.30 billion$1.37 billion4.7%→
GEF.B Greif Bros.$105.71 - $0.82 - - $1.37 billion→
IDEXY Industria de Diseno Textil$15.12$0.22$0.23$0.01$9.13 billion$8.85 billion→
IDT IDT$82.84 - $0.33 - - $299.64 million→
LULU lululemon athletica$94.34$2.38$2.54$0.16$2.20 billion$2.21 billion10.4%→
OLLI Ollie's Bargain Outlet$88.33$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$6.88($0.06)$0.02$0.08$243.45 million$297 million→
SMTC Semtech$172.78($0.17)($0.17)$0.00$200.16 million$206.11 million→
THO Thor Industries$65.14$1.89$2.13$0.24$2.73 billion$2.80 billion-4.4%→
UNFI United Natural Foods$45.84$0.10$0.10$0.00$7.51 billion$7.50 billion-.1%→
VSXY Victoria's Secret & Co.$88.65$0.11$0.12$0.01$1.36 billion$1.36 billion-3.4%→

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