Earnings360 Newsletter for 9/26/2024

Earnings360 Newsletter for 9/26/2024
Micron Technology, Costco Wholesale, Accenture & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Today's stock pick is on me (ad)
Today's stock pick is on me
Elon can't build his satellite network without one key supplier, and he's paid this company since 2012.

His plan for 1,000,000 satellites could multiply that bill significantly, putting this overlooked stock back in focus.

Dylan has circled December 8th as a key date for this pick.
 
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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
Palantir Micron and SanDisk Show a Familiar Patterntc pixel 
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$265.10$2.78$2.79$0.01$16.37 billion$16.41 billion2.6%→
BB BlackBerry$8.44($0.03)($0.01)$0.02$138.82 million$145 million9.8%→
COST Costco Wholesale$1,047.51$5.05$5.15$0.10$79.91 billion$79.70 billion1.0%→
HNNMY Hennes & Mauritz$3.69$0.04$0.03($0.01)$5.84 billion$5.61 billion→
JBL Jabil$255.63$2.22$2.30$0.08$6.59 billion$6.96 billion-17.7%→
KMX CarMax$54.82$0.86$0.85($0.01)$6.83 billion$7.01 billion-.9%→
MTN Vail Resorts$161.70($4.28)($4.67)($0.39)$264.84 million$265.39 million-1.6%→
SNX TD SYNNEX$231.17$2.80$2.86$0.06$14.11 billion$14.68 billion5.2%→
UEC Uranium Energy$7.26 - ($0.03) - - - →
Pentagon Eyes 75-Year Rare Earth Deal With This Nasdaq Company (ad)
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just signed a term sheet for a potential 75-year agreement with the US Army.

The proposed deal would let the company build and operate a rare earth processing facility on an active military base, with the Army getting first right to production. New Pentagon restrictions on Chinese-origin rare earth magnets take effect January 1, 2027.

The company's mine-to-magnet platform covers feedstock agreements, processing, metallization, and downstream manufacturing, with commercial output targeted for 2027.
 
Read the full breakdown on this rare earth opportunity nowtc pixel

Wednesday, September 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CNXC Concentrix$30.71$2.93$2.87($0.06)$2.38 billion$2.39 billion46.2%→
CTAS Cintas$229.74$1.00$1.10$0.10$2.49 billion$2.50 billion6.8%→
FUL H. B. Fuller$52.47$1.23$1.13($0.10)$944.04 million$917.93 million1.9%→
JEF Jefferies Financial Group$51.68$0.78$0.75($0.03)$1.71 billion$1.68 billion42.4%→
MU Micron Technology$809.39$0.97$1.18$0.21$7.65 billion$7.75 billion93.3%→
WS Worthington Steel$40.24$0.55$0.56$0.01$748.40 million$834 million-7.9%→

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