Earnings360 Newsletter for 9/26/2024

Earnings360 Newsletter for 9/26/2024
Earnings Highlights: CYBR, SHOP, SOLS, SN, KHC, THC, HUM, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Wall Street is shifting how it values AI stocks (ad)
AI spending is accelerating — but leadership is changing
The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue.
 
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Top Earnings News
Buy Rating Affirmed: McKesson’s Growth and Earnings Potential Amidst Investor Concerns
Rush Enterprises, Inc. Conference Call Advisory for Third Quarter 2024 Earnings Results
This Signal Just Lit Up Again…tc pixel (from Daily Edge Report)
Don’t Overlook Mosaic’s Challenges—They Might Spark Opportunity
3 Beaten Up Experiential Stocks to Cash in on a Good Time

Thursday, September 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACN Accenture$230.45$2.78$2.79$0.01$16.41 thousand$16.37 thousand2.6%
BB BlackBerry$3.45($0.03)($0.01)$0.02$145.00$138.829.8%
COST Costco Wholesale$979.54$5.05$5.15$0.10$79.70 thousand$79.91 thousand1.0%
HNNMY Hennes & Mauritz$4.13$0.04$0.03($0.01)$5.61 thousand$5.84 thousand
JBL Jabil$263.78$2.22$2.30$0.08$6.96 thousand$6.59 thousand-17.7%
KMX CarMax$44.75$0.86$0.85($0.01)$7.01 thousand$6.83 thousand-.9%
MTN Vail Resorts$140.60($4.28)($4.67)($0.39)$265.39$264.84-1.6%
SNX TD SYNNEX$172.48$2.80$2.86$0.06$14.68 thousand$14.11 thousand5.2%
UEC Uranium Energy$15.94 - ($0.03) - $0.00$0.00
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Wednesday, September 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CNXC Concentrix$37.09$2.93$2.87($0.06)$2.39 thousand$2.38 thousand46.2%
CTAS Cintas$199.74$1.00$1.10$0.10$2.50 thousand$2.49 thousand6.8%
FUL H. B. Fuller$66.71$1.23$1.13($0.10)$917.93$944.041.9%
JEF Jefferies Financial Group$58.05$0.78$0.75($0.03)$1.68 thousand$1.71 thousand42.4%
MU Micron Technology$394.49$0.97$1.18$0.21$7.75 thousand$7.65 thousand93.3%
WS Worthington Steel$47.70$0.55$0.56$0.01$834.00$748.40-7.9%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
NNVC NanoViricides1/1/2000Afternoon
NEOV NeoVolta2/6/2026Afternoon
HCBC High Country Bancorp1/1/2000Unknown
ESP Espey Mfg. & Electronics2/11/2026Unknown
BLUE bluebird bio1/1/2000Unknown
TAYD Taylor Devices3/27/2026Unknown
AERT Aeries Technology2/13/2026Unknown
ESLA Estrella Immunopharma1/1/2000Unknown
IH iHuman3/25/2026Unknown
NAII Natural Alternatives International2/13/2026Unknown
FONR Fonar2/18/2026Unknown
CUK Carnival3/20/2026Morning
CCL Carnival3/20/2026Morning
POCI Precision Optics2/12/2026Afternoon
NTWK NetSol Technologies2/12/2026Unknown
SUUN PowerBank2/13/2026Unknown
BNET Bion Environmental Technologies2/12/2026Unknown
INTG Intergroup2/13/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
WEBC Webco Industries2/24/2026Unknown
FKWL Franklin Wireless1/1/2000Unknown
IXHL Incannex Healthcare2/13/2026Unknown
HRYU Hanryu1/1/2000Unknown
VRAR The Glimpse Group2/12/2026Unknown
TRAK Dealertrack Technologies1/1/2000Unknown
MKC McCormick & Company, Incorporated3/24/2026Morning
LW Lamb Weston4/2/2026Afternoon
NKE NIKE3/19/2026Afternoon
AYI Acuity4/2/2026Morning
UNFI United Natural Foods3/10/2026Morning
PAYX Paychex3/25/2026Morning
CALM Cal-Maine Foods4/7/2026Afternoon
RGP Resources Connection4/1/2026Afternoon
PTNT Palatin Technologies1/1/2000Unknown

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