Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: EXAS, MRNA, MGA, NWG, CCJ, BNT, RELX, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The next Nvidia is trading for $7 (ad)
If you missed Nvidia in 2016...
I want you to look at the chart of Nvidia. It's the millionaire-maker curve that keeps most investors awake at night. If you had bought Nvidia back in 2016, when it was just a boring gaming card company, you could have turned a single $5,000 investment into a $1.3 million retirement fortune. But you missed it, and at over $1,000 a share, the easy money is gone.

What if I told you that you just got a second chance? The exact same setup that launched Nvidia is happening again right now in a tiny stock trading for less than the price of a latte. The universal signal that flashed right before Nvidia soared 26,000% has just appeared on this one tiny stock. It holds the missing link to the potential $100 trillion AI boom, and if you move fast, you can get in for under $7.
 
Get the name and ticker of the next Nvidia setuptc pixel
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Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$10.78($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$243.87$0.61$0.89$0.28$189.48$183.1824.4%
BASE Couchbase$24.51($0.09)($0.06)$0.03$51.60$51.1119.7%
CASY Casey's General Stores$665.86$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$303.85$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$58.19$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$45.79 - $1.26 - $135.55$0.00
CPRT Copart$37.49$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$121.44($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.49$0.01$0.01$0.00$197.21$194.58
DAKT Daktronics$27.49$0.30$0.36$0.06$226.09$216.84
DKS DICK'S Sporting Goods$201.61$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$126.06$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$65.74$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$22.67$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$23.78$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$69.68 - $0.35 - $290.50$0.00
REVG REV Group$63.90$0.42$0.48$0.06$579.40$618.70-14.8%
VRNT Verint Systems$20.51$0.53$0.49($0.04)$210.17$212.81.0%
AI spending is accelerating — but leadership is changing (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.
 
Review the full report on where AI dollars are actually flowing now.tc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$7.55($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$216.32($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$58.96 - $0.77 - $125.70$0.00
GTLB GitLab$29.55$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$73.88$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.13 - $1.31 - $129.87$0.00
OCFC OceanFirst Financial$19.58 - $0.46 - $101.04$0.00
PGRU PropertyGuru Group$6.70 - ($0.07) - $30.05$0.00
SBCF Seacoast Banking Corporation of Florida$33.23 - $0.51 - $148.91$0.00
ZS Zscaler$177.72($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AOUT American Outdoor Brands3/5/2026Unknown
AVGO Broadcom3/4/2026Afternoon
BRZE Braze3/26/2026Afternoon
CRESY Cresud S.A.C.I.F. y A.2/9/2026Unknown
DOCU Docusign3/12/2026Afternoon
EGAN eGain2/3/2026Unknown
FCEL FuelCell Energy3/10/2026Morning
FIZZ National Beverage3/5/2026N/A
GASS StealthGas2/20/2026Unknown
GIII G-III Apparel Group3/12/2026Morning
HOFT Hooker Furnishings4/16/2026Morning
PDEX Pro-Dex4/29/2026N/A
RENT Rent the Runway1/1/2000Afternoon
SAIC Science Applications International1/1/2000Afternoon
SCVL Shoe Carnival3/19/2026Morning
SWBI Smith & Wesson Brands3/5/2026Afternoon
TBHC Brand House Collective1/1/2000Morning
VBNK VersaBank3/4/2026Unknown
KALV KalVista Pharmaceuticals3/10/2026N/A
LE Lands' End3/19/2026Unknown
LTRX Lantronix2/4/2026Unknown
ZENV Zenvia2/17/2026Afternoon
ZUMZ Zumiez3/12/2026Afternoon
AGX Argan3/26/2026Afternoon
BOWL Bowlero1/1/2000Unknown
GWRE Guidewire Software3/5/2026Afternoon
IOT Samsara3/5/2026Afternoon
KFY Korn/Ferry International3/10/2026Morning
MEI Methode Electronics3/4/2026Morning
MOV Movado Group4/15/2026Morning
NIO NIO3/20/2026Morning
NX Quanex Building Products3/9/2026Afternoon
SCWX SecureWorks1/1/2000Unknown
PATH UiPath3/11/2026Afternoon
PL Planet Labs PBC3/19/2026Unknown
TTC Toro3/5/2026Morning
WLY John Wiley & Sons3/5/2026Morning
WLYB John Wiley & Sons3/5/2026Unknown
SAIC Science Applications International3/16/2026Morning
SMAR Smartsheet1/1/2000Afternoon
SKHSY Sekisui House3/3/2026Unknown
ANIX Anixa Biosciences3/10/2026Afternoon
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
ABM ABM Industries3/11/2026Morning
BRC Brady2/19/2026Morning
GCO Genesco3/6/2026Unknown
HURC Hurco Companies3/6/2026Unknown
EWBC East West Bancorp4/28/2026Afternoon
DOOO BRP3/25/2026Unknown
CVGW Calavo Growers3/11/2026Unknown
AVO Mission Produce3/9/2026Unknown
BIOX Bioceres Crop Solutions2/17/2026Morning
FEAM 5E Advanced Materials2/17/2026Unknown
CDMO Avid Bioservices1/1/2000Unknown
NEWP New Pacific Metals1/1/2000Unknown
MTRX Matrix Service2/4/2026Unknown
LMNR Limoneira3/11/2026Unknown
VIRC Virco Manufacturing4/13/2026Unknown
KEN Kenon4/1/2026Unknown
KEP Korea Electric Power3/10/2026Unknown
RBRK Rubrik3/12/2026Unknown
ORCL Oracle3/9/2026Afternoon
SKIL Skillsoft4/13/2026Unknown

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