Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Earnings Highlights: GIS, STZ, NKE, FDXF, AYI, MKC, SNX, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
AI profits are shifting here’s where the smart money’s moving (ad)
Wall Street’s quietly buying these 3 AI infrastructure plays
Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
 
Access the full analysis, price setups, and catalysts nowtc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
You Won’t Get a Warning Before This Correction Hitstc 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
Dark pool trades Wall Street hoped you'd never findtc 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$44.17$0.79$0.87$0.08$2.02 thousand$2.00 thousand1.7%
AGX Argan$706.30$0.52$0.58$0.06$157.70$134.7552.1%
AVO Mission Produce$12.49($0.01)$0.12$0.13$297.60$226.70
BRZE Braze$23.81($0.36)($0.35)$0.01$135.46$131.56
CIEN Ciena$422.47$0.15$0.27$0.12$910.80$895.80-19.6%
DOCU Docusign$45.77$0.20$0.29$0.09$709.64$706.07
GIII G-III Apparel Group$33.50($0.05)$0.12$0.17$609.75$615.10
IOT Samsara$36.01($0.12)($0.10)$0.02$280.73$272.51
MTN Vail Resorts$140.57$9.94$9.54($0.40)$1.28 thousand$1.31 thousand
NGL NGL Energy Partners$15.40$0.19($0.38)($0.57)$1.63 thousand$1.97 thousand
NIO NIO$4.79($0.31)($0.36)($0.05)$1.37 thousand$1.48 thousand
ODC Oil-Dri Corporation Of America$100.56 - $0.27 - $106.78$0.00
PL Planet Labs PBC$31.44($0.08)($0.10)($0.02)$60.44$59.80
SJM J. M. Smucker$116.32$2.32$2.66$0.34$2.21 thousand$2.24 thousand-1.3%
SKHSY Sekisui House$21.23 - $0.52 - $5.23 thousand$0.00
TTC Toro$97.07$1.29$1.40$0.11$1.35 thousand$1.34 thousand.7%
Where AI money could flow before the IPOs (ad)
This part of AI still looks early to me
OpenAI and Anthropic are moving closer to the public markets - and that shift could pull serious capital into AI infrastructure, chips, cloud, and data centers.

A fresh report breaks down 9 public AI stocks positioned to benefit before, during, and after this IPO wave - including a chip name tied to U.S. AI manufacturing, a cloud play with improving momentum, and a data analytics company with enterprise upside.
 
Review the full 9-stock AI report and see who makes the listtc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$110.81 - $0.21 - $36.34$0.00
ANIP ANI Pharmaceuticals$86.03 - $1.17 - $106.22$0.00
BASE Couchbase$24.51($0.37)($0.40)($0.03)$51.33$48.52
BF.A Brown Forman$26.81 - $0.56 - $964.00$0.00
BF.B Brown-Forman$26.16$0.42$0.56$0.14$964.00$1.03 thousand-7.8%
CPB Campbell's$23.32$0.70$0.75$0.05$2.37 thousand$2.34 thousand6.3%
CPB Campbell's$23.32$0.70$0.75$0.05$2.37 thousand$2.34 thousand
CXM Sprinklr$5.43$0.02$0.04$0.02$195.96$194.54
DLTR Dollar Tree$124.05$1.43$1.43$0.00$7.63 thousand$7.63 thousand4.2%
EKTAY Elekta$5.29 - $0.11 - $475.78$0.00
FIVE Five Below$182.43$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$75.11$0.77$0.82$0.05$1.37 thousand$1.30 thousand4.7%
GEF.B Greif Bros.$92.05 - $0.82 - $1.37 thousand$0.00
IDEXY Industria de Diseno Textil$16.20$0.22$0.23$0.01$8.85 thousand$9.13 thousand
IDT IDT$58.77 - $0.33 - $299.64$0.00
LULU lululemon athletica$118.43$2.38$2.54$0.16$2.21 thousand$2.20 thousand10.4%
OLLI Ollie's Bargain Outlet$74.21$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$6.09($0.06)$0.02$0.08$297.00$243.45
SMTC Semtech$135.27($0.17)($0.17)$0.00$206.11$200.16
THO Thor Industries$76.57$1.89$2.13$0.24$2.80 thousand$2.73 thousand-4.4%
UNFI United Natural Foods$45.63$0.10$0.10$0.00$7.50 thousand$7.51 thousand-.1%
VSXY Victoria's Secret & Co.$76.46$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 GameStop9/9/2026Afternoon
JILL J.Jill9/2/2026Unknown
VIRC Virco Manufacturing9/4/2026Morning
CMCM Cheetah Mobile9/11/2026Unknown
ETCC Environmental Tectonics1/1/2000Unknown
UEC Uranium Energy6/9/2026Unknown
UONEK Radio One5/11/2026Unknown
UONE Radio One5/11/2026Unknown
HURC Hurco Companies9/4/2026Unknown
GLBS Globus Maritime9/21/2026Unknown
GHM Graham8/4/2026Unknown
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 Yext9/14/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
GEO Geo Group8/5/2026Morning
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
BRTX Biorestorative Therapies8/11/2026Unknown
BTOC Armlogi5/13/2026Unknown
BRTX Biorestorative Therapies8/11/2026Unknown
FRD Friedman Industries8/6/2026Unknown
SMID Smith-Midland8/13/2026Unknown
QUBT Quantum Computing8/13/2026Unknown
PETS PetMed Express7/27/2026Unknown
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 Bank7/15/2026Morning

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