Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: PAA, VST, ECHO, PPL, PBR.A, AMRZ, GSAT, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Jeff Brown eyes a new Musk opportunity beyond SpaceX (ad)
Is SpaceX stock on sale?
Tech investor Jeff Brown says the real story isn't the SpaceX stock dip, it's what he calls The SpaceX Supercycle, a shift he traces to language on page 37 of the SpaceX IPO filing.

Brown previously flagged Tesla in 2018 and Micron before its 1,121 percent run. He's hosting a live strategy session Wednesday, August 12 at 8 p.m. ET with an industry insider to break down this new sector.

He says it's the most compelling setup he's identified in 20 years, tied to developments he expects around August 26.
 
Register free for Jeff Brown's live strategy session nowtc pixel
Top Earnings News
Don’t Count Out CrowdStrike Yet: Key Insights from Q2 Earnings
Why Lululemon's Setback Could Be Your Next Big Win
You won’t find this story anywhere elsetc pixel 
Don’t Overlook Campbell Soup: Here’s What Could Drive Its Stock

Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$10.26($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$186.73$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$833.95$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$412.82$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$46.56$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
CPRT Copart$29.66$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$249.89($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$6.87$0.01$0.01$0.00$197.21$194.58
DAKT Daktronics$21.43$0.30$0.36$0.06$226.09$216.84
DKS DICK'S Sporting Goods$208.56$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$130.90$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$79.57$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$53.07$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$25.04$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$72.09 - $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 is leaving the data center - are you positioned (ad)
The part of AI most investors are ignoring
Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.

A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%.
 
Click here to get your free copy of this report todaytc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$9.26($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$255.41($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$60.88 - $0.77 - $125.70$0.00
GHRS GH Research$30.27($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$38.97$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$104.63$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$14.93 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$6.46$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$19.42 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$34.55 - $0.51 - $148.91$0.00
ZS Zscaler$168.68($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AOUT American Outdoor Brands9/3/2026Unknown
AVGO Broadcom9/3/2026Afternoon
AGX Argan9/3/2026Afternoon
BOWL Bowlero1/1/2000Unknown
BRZE Braze9/3/2026Afternoon
CRESY Cresud S.A.C.I.F. y A.9/3/2026Unknown
DOCU Docusign9/3/2026Afternoon
EGAN eGain9/3/2026Unknown
FCEL FuelCell Energy9/8/2026Morning
GIII G-III Apparel Group9/3/2026Morning
GWRE Guidewire Software9/3/2026Afternoon
HOFT Hooker Furnishings9/10/2026Morning
IOT Samsara9/3/2026Afternoon
KALV KalVista Pharmaceuticals8/13/2026N/A
FIZZ National Beverage9/3/2026N/A
GASS StealthGas8/25/2026Unknown
KFY Korn/Ferry International9/8/2026Morning
LE Lands' End9/8/2026Unknown
LTRX Lantronix8/26/2026Unknown
MEI Methode Electronics9/8/2026Morning
MOV Movado Group8/27/2026Morning
PATH UiPath9/3/2026Afternoon
PDEX Pro-Dex9/3/2026N/A
PL Planet Labs PBC9/3/2026Unknown
RENT Rent the Runway9/10/2026Afternoon
SAIC Science Applications International9/3/2026Morning
SAIC Science Applications International9/3/2026Afternoon
NIO NIO9/1/2026Morning
NX Quanex Building Products9/3/2026Afternoon
SHOE Shoe Carnival9/3/2026Morning
SKHSY Sekisui House9/10/2026Unknown
SWBI Smith & Wesson Brands9/3/2026Afternoon
TBHC Brand House Collective1/1/2000Morning
TTC Toro9/3/2026Morning
VBNK VersaBank9/3/2026Unknown
WLY John Wiley & Sons9/3/2026Morning
WLYB John Wiley & Sons9/3/2026Unknown
ZENV Zenvia5/21/2026Afternoon
ZUMZ Zumiez9/3/2026Afternoon
ABM ABM Industries9/3/2026Morning
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
GCO Genesco8/27/2026Unknown
HURC Hurco Companies9/4/2026Unknown
EWBC East West Bancorp10/20/2026Afternoon
DOOO BRP5/27/2026Unknown
BRC Brady9/3/2026Morning
ANIX Anixa Biosciences9/10/2026Afternoon
AVO Mission Produce9/14/2026Unknown
BIOX Bioceres Crop Solutions9/8/2026Morning
CVGW Calavo Growers6/8/2026Unknown
FEAM 5E Advanced Materials10/5/2026Unknown
KEN Kenon8/27/2026Unknown
KEP Korea Electric Power8/10/2026Unknown
LMNR Limoneira9/8/2026Unknown
MTRX Matrix Service9/8/2026Unknown
NEWP New Pacific Metals1/1/2000Unknown
RBRK Rubrik8/27/2026Unknown
VIRC Virco Manufacturing9/4/2026Unknown
SKIL Skillsoft9/8/2026Unknown
ORCL Oracle9/8/2026Afternoon

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