Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Earnings Highlights: TLK, BJ, ROST, CPRT, WSM, DE, WDAY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The SpaceX window is closing faster than you think (ad)
You're about to be too late
Tesla didn't look like a 70-bagger in 2012. Amazon wasn't an obvious hold at $50. Nvidia showed no signs of dominance in 2016. But the setups were there for investors who knew what to find - and Matt McCall says he's seeing the same pattern forming around SpaceX right now.

Not in SpaceX itself - in something far less obvious. Matt just recorded a short presentation breaking down the contrarian path to potentially significant gains before the headlines catch up.
 
Watch the breakdown before the early window closestc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
JPMorgan moves 2 billion a day through this - heard nothing?tc 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
Elon's new "super startup"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$40.20$0.79$0.87$0.08$2.02 thousand$2.00 thousand1.7%
AGX Argan$654.99$0.52$0.58$0.06$157.70$134.7552.1%
BRZE Braze$24.35($0.36)($0.35)$0.01$135.46$131.56
CIEN Ciena$583.65$0.15$0.27$0.12$910.80$895.80-19.6%
DOCU Docusign$49.53$0.20$0.29$0.09$709.64$706.07
GIII G-III Apparel Group$30.82($0.05)$0.12$0.17$609.75$615.10
IOT Samsara$31.12($0.12)($0.10)$0.02$280.73$272.51
MTN Vail Resorts$127.81$9.94$9.54($0.40)$1.28 thousand$1.31 thousand
NGL NGL Energy Partners$18.22$0.19($0.38)($0.57)$1.63 thousand$1.97 thousand
NIO NIO$5.22($0.31)($0.36)($0.05)$1.37 thousand$1.48 thousand
ODC Oil-Dri Corporation Of America$74.91 - $0.27 - $106.78$0.00
PL Planet Labs PBC$44.39($0.08)($0.10)($0.02)$60.44$59.80
SJM J. M. Smucker$103.46$2.32$2.66$0.34$2.21 thousand$2.24 thousand-1.3%
SKHSY Sekisui House$20.98 - $0.52 - $5.23 thousand$0.00
TTC Toro$90.88$1.29$1.40$0.11$1.35 thousand$1.34 thousand.7%
Anthropic is paying $1.25B/mo for ONE asset. This company built it. (ad)
The S-1 just revealed Musk's next acquisition target
Anthropic just signed a $1.25 billion per month contract for access to Musk's Colossus data centers - $40 billion over the life of the deal. But those data centers don't run without equipment from one small supplier.

Musk's playbook: acquire what he can't replace. A recent S-1 filing reveals this hardware company may be exactly that. Dylan Jovine has identified the name and ticker.
 
See the stock the S-1 just made impossible to ignoretc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$79.84 - $0.21 - $36.34$0.00
ANIP ANI Pharmaceuticals$82.72 - $1.17 - $106.22$0.00
BASE Couchbase$24.51($0.37)($0.40)($0.03)$51.33$48.52
BF.A Brown Forman$26.98 - $0.56 - $964.00$0.00
BF.B Brown-Forman$26.20$0.42$0.56$0.14$964.00$1.03 thousand-7.8%
CPB Campbell's$20.58$0.70$0.75$0.05$2.37 thousand$2.34 thousand6.3%
CPB Campbell's$20.58$0.70$0.75$0.05$2.37 thousand$2.34 thousand
CXM Sprinklr$5.30$0.02$0.04$0.02$195.96$194.54
DLTR Dollar Tree$94.98$1.43$1.43$0.00$7.63 thousand$7.63 thousand4.2%
EKTAY Elekta$6.36 - $0.11 - $475.78$0.00
FIVE Five Below$219.50$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$64.32$0.77$0.82$0.05$1.37 thousand$1.30 thousand4.7%
GEF.B Greif Bros.$80.11 - $0.82 - $1.37 thousand$0.00
IDEXY Industria de Diseno Textil$14.63$0.22$0.23$0.01$8.85 thousand$9.13 thousand
IDT IDT$52.95 - $0.33 - $299.64$0.00
LULU lululemon athletica$127.18$2.38$2.54$0.16$2.21 thousand$2.20 thousand10.4%
OLLI Ollie's Bargain Outlet$81.84$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$5.92($0.06)$0.02$0.08$297.00$243.45
SMTC Semtech$156.78($0.17)($0.17)$0.00$206.11$200.16
THO Thor Industries$77.00$1.89$2.13$0.24$2.80 thousand$2.73 thousand-4.4%
UNFI United Natural Foods$49.24$0.10$0.10$0.00$7.50 thousand$7.51 thousand-.1%
VSCO Victoria's Secret & Co.$52.49$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 Manufacturing6/5/2026Morning
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
ETCC Environmental Tectonics1/1/2000Unknown
ZDGE Zedge6/11/2026Unknown
SKIL Skillsoft6/8/2026Afternoon
YEXT Yext6/2/2026Unknown
GEO Geo Group8/5/2026Morning
CVGW Calavo Growers6/8/2026Unknown
FCEL FuelCell Energy6/8/2026Morning
OCC Optical Cable6/4/2026Unknown
OCCI OFS Credit6/9/2026Unknown
PETS PetMed Express5/25/2026Unknown
QUBT Quantum Computing5/11/2026Unknown
SMID Smith-Midland4/14/2026Unknown
VTGN VistaGen Therapeutics6/16/2026Unknown
STRM Streamline Health Solutions1/1/2000Unknown
MAMA Mama's Creations6/2/2026Unknown
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 Stores6/9/2026Afternoon
FRD Friedman Industries1/1/2000Unknown
MTB M&T Bank7/15/2026Morning
ZK ZEEKR Intelligent Technology1/1/2000Unknown
ORCL Oracle6/10/2026Afternoon
RBRK Rubrik6/4/2026Unknown

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