Earnings360 Newsletter for 8/29/2024

Earnings360 Newsletter for 8/29/2024
Earnings Highlights: ICLR, LEN.B, LEN, ADBE, ORCL, SJM, CASY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Vanguard put $101 billion into three AI names you likely missed (ad)
Where did Vanguard quietly put $101 billion?
Vanguard holds $101 billion in three AI companies most investors have never heard of. BlackRock holds $82 billion. State Street, $47 billion - and that's before counting Geode, Morgan Stanley, JPMorgan, and T. Rowe Price.

Analyst George Gilder, who spotted the iPhone a decade early, calls them the 'Trillion Dollar Triangle' - chips he says could do in minutes what today's AI data centers do in hours, using up to 90% less energy. He believes the window to get positioned before the broader market catches on may already be closing.
 
Read Gilder's full briefing on the three companies heretc pixel
Top Earnings News
Kohl’s Charts a Resilient Path in a Challenging Retail Landscape
Study: How Much Are Retirees Earning from Side Hustles in 2024?
SpaceX is offering you shares. Don't take them.tc pixel 
CAVA Stock Surges on Q2 Beat: Is It the Next Chipotle?
PDD Shares Plunge: Why This Could Be a Hidden Gem for Investors
Don’t Let Peloton Take You For a Ride: What You Need to Know
Eli Lilly’s Path to the Next Trillion Market Capitalization
Central banks bought $181 billion in gold - are you positionedtc pixel 
Intuit Stock Drops Sharply on Profit Concerns: Is It a Buy?
Advanced Auto Parts Stock May Be Cheap for a Reason
La-Z-Boy Stock Faces Headwinds, Remains a Hold
NVIDIA: Analysts Bullish Ahead of Earnings - Is It a Buy Now?

Thursday, August 29 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$198.43$2.00$2.15$0.15$1.51 thousand$1.48 thousand11.9%
AEO American Eagle Outfitters$18.81$0.38$0.39$0.01$1.29 thousand$1.31 thousand7.5%
AIRYY Air China$10.40 - ($0.18) - $5.45 thousand$0.00
ATAT Atour Lifestyle$33.83$0.32$0.30($0.02)$247.28$244.72
BACHY Bank of China$17.64 - $0.62 - $21.67 thousand$0.00
BBY Best Buy$78.70$1.16$1.34$0.18$9.29 thousand$9.23 thousand-3.1%
BF.A Brown Forman$27.46 - $0.41 - $951.00$0.00
BF.B Brown-Forman$27.00$0.46$0.41($0.05)$951.00$990.82-8.4%
BIRK Birkenstock$48.82$0.56$0.49($0.07)$564.76$628.70
BURL Burlington Stores$338.08$0.95$1.20$0.25$2.47 thousand$2.42 thousand13.4%
CIHKY China Merchants Bank$31.48 - $0.95 - $11.84 thousand$0.00
CM Canadian Imperial Bank of Commerce$113.51$1.74$1.93$0.19$6.60 thousand$6.28 thousand12.9%
CMAKY China Minsheng$4.06 - $0.17 - $5.03 thousand$0.00
CPB Campbell's$22.81$0.62$0.63$0.01$2.29 thousand$2.30 thousand
CPB Campbell's$22.81$0.62$0.63$0.01$2.29 thousand$2.31 thousand10.9%
DELL Dell Technologies$395.53$1.49$1.89$0.40$25.03 thousand$24.14 thousand9.1%
DG Dollar General$114.90$1.79$1.70($0.09)$10.21 thousand$10.37 thousand4.2%
ESTC Elastic$60.33$0.25$0.35$0.10$347.42$344.6718.3%
GAP GAP$21.92$0.39$0.54$0.15$3.72 thousand$3.61 thousand
GMS GMS$109.96$2.14$1.93($0.21)$1.45 thousand$1.48 thousand2.8%
LULU lululemon athletica$118.77$2.93$3.15$0.22$2.40 thousand$2.41 thousand9.1%
MDB MongoDB$342.80$0.49$0.70$0.21$478.11$465.0312.8%
MLLUY Metallurgical Corp. of China$3.56 - ($0.03) - $20.56 thousand$0.00
MRVL Marvell Technology$279.70$0.30$0.30$0.00$1.27 thousand$1.25 thousand-5.1%
NESR National Energy Services Reunited$26.50 - $0.29 - $324.97$0.00
OLLI Ollie's Bargain Outlet$83.25$0.78$0.78$0.00$578.38$561.6012.4%
PLAB Photronics$31.78$0.56$0.51($0.05)$211.00$225.00-5.9%
ULTA Ulta Beauty$467.74$5.47$5.30($0.17)$2.55 thousand$2.61 thousand.9%
SpaceX will crumble without these 5 companies (ad)
Please open before June 12!
The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.

Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.
 
Download the free SpaceX Investing Blackbook before these names go mainstreamtc pixel

Wednesday, August 28 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AFRM Affirm$66.17($0.45)($0.14)$0.31$659.19$599.50
ANF Abercrombie & Fitch$90.60$2.14$2.50$0.36$1.13 thousand$1.09 thousand
APLD Applied Digital$42.70($0.23)($0.52)($0.29)$43.70$42.70
APLD Applied Digital$42.70($0.23)($0.52)($0.29)$43.70$42.70
BBWI Bath & Body Works$19.40$0.35$0.37$0.02$1.53 thousand$1.54 thousand
BCMXY Bank of Communications$22.00 - $0.76 - $9.03 thousand$0.00
BYDDF BYD$11.07 - $0.43 - $24.33 thousand$0.00
BYDDY BYD$11.03 - $0.86 - $24.33 thousand$0.00
BZ KANZHUN$13.70$0.12$0.13$0.01$263.75$264.38
CEO CNOOC$121.76 - $11.55 - $15.92 thousand$0.00
CHWY Chewy$19.30$0.03$0.05$0.02$2.86 thousand$2.86 thousand
COO Cooper Companies$67.88$0.91$0.96$0.05$1.00 thousand$997.307.8%
CRM Salesforce$166.07$2.36$2.56$0.20$9.33 thousand$9.22 thousand8.5%
CRWD CrowdStrike$682.80$0.97$1.04$0.07$963.87$958.2731.7%
DCI Donaldson$86.32$0.88$0.94$0.06$935.40$941.12
EKTAY Elekta$5.56 - $0.04 - $359.76$0.00
FIVE Five Below$198.49$0.54$0.54$0.00$830.07$821.95
FL Foot Locker$24.01($0.08)($0.05)$0.03$1.90 thousand$1.88 thousand
GB Global Blue Group$7.49$0.06$0.03($0.03)$126.75$127.42
GEF Greif$68.41$1.17$1.03($0.14)$1.45 thousand$1.43 thousand
GEF.B Greif Bros.$85.38 - $1.03 - $1.45 thousand$0.00
GOGL Golden Ocean Group$7.98$0.28$0.32$0.04$197.35$187.74
HPQ HP$25.19$0.86$0.83($0.03)$13.52 thousand$13.37 thousand2.4%
KSS Kohl's$18.03$0.46$0.59$0.13$3.53 thousand$3.69 thousand-4.2%
LI Li Auto$14.30 - $0.14 - $4.36 thousand$0.00
NTAP NetApp$161.61$1.45$1.56$0.11$1.54 thousand$1.53 thousand7.6%
NTIOF National Bank of Canada$150.14 - $1.96 - $2.18 thousand$0.00
NTNX Nutanix$49.31($0.08)($0.06)$0.02$547.95$537.12
NVDA NVIDIA$205.19$0.64$0.68$0.04$30.04 thousand$28.74 thousand122.4%
OKTA Okta$116.29($0.08)$0.21$0.29$646.00$632.24
P Everpure$72.40$0.10$0.20$0.10$763.77$756.59
PAHC Phibro Animal Health$31.53$0.34$0.41$0.07$273.16$262.44
PSEC Prospect Capital$2.31$0.18$0.25$0.07$212.26$0.00
RY Royal Bank Of Canada$199.58$2.15$2.38$0.23$10.68 thousand$10.40 thousand
SJM J. M. Smucker$116.05$2.17$2.44$0.27$2.13 thousand$2.13 thousand17.7%
VEEV Veeva Systems$159.44$1.04$1.07$0.03$676.18$667.21
VSXY Victoria's Secret & Co.$78.49$0.38$0.40$0.02$1.42 thousand$1.41 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
FRO Frontline8/31/2026Morning
TIGR UP Fintech8/27/2026Morning
AMBBY Ambu A/S5/5/2026Unknown
VSQTF Victory Square Technologies7/9/2026Unknown
ACGBY Agri Bank China5/5/2026Unknown
ENLV Enlivex Therapeutics8/24/2026Unknown
IDCBY Industrial & Commercial Bank of China Ltd.4/29/2026Unknown
VEON VEON7/31/2026Unknown
CSUAY China Shenhua Energy4/24/2026Unknown
MNSO MINISO Group8/20/2026Unknown
JKS JinkoSolar8/27/2026Unknown
FULT Fulton Financial7/21/2026Afternoon
CELJF Cellcom Israel8/6/2026Unknown
CICHY China Construction Bank8/28/2026Unknown
ASAN Asana5/28/2026Afternoon
ZS Zscaler9/1/2026Afternoon
GTLB GitLab6/2/2026Afternoon
NAT Nordic American Tankers8/27/2026Morning
KNOP KNOT Offshore Partners8/20/2026Morning
PD PagerDuty5/28/2026Afternoon
MOMO Hello Group8/27/2026Morning
GHRS GH Research8/6/2026N/A
SGMA SigmaTron International1/1/2000Unknown
NTRB Nutriband6/12/2026Unknown
MAXN Maxeon Solar Technologies5/26/2026Unknown
ASND Ascendis Pharma A/S8/6/2026Unknown
IRS IRSA Inversiones Y Representaciones5/6/2026Unknown
HQY HealthEquity9/1/2026Unknown
SPWH Sportsman's Warehouse6/2/2026Unknown
LND Brasilagro Cia Brasileira De Propriedades Agricolas5/7/2026Unknown
OCFC OceanFirst Financial7/23/2026Afternoon
SBCF Seacoast Banking Corporation of Florida6/30/2026Afternoon
FBK FB Financial7/13/2026Morning

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