Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: ICLR, BF.B, BF.A, LULU, IOT, RBRK, CIEN, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Tiny Nasdaq Firm Lands €13.9 Million Semiconductor Deal (ad)
Tiny Nasdaq Firm Lands €13.9 Million Semiconductor Deal
One small Nasdaq-listed company just landed a 13.9 million euro contract tied to a new advanced-node semiconductor facility in Europe - weeks after closing a separate $3 million deal in Arizona's semiconductor corridor.

The company has participated in more than 1,000 semiconductor fab projects across North America, Europe, and Asia, yet most investors haven't heard of it. As the AI chip buildout accelerates, this under-the-radar name sits deep inside the supply chain making it all possible.
 
Get the full breakdown on this overlooked semiconductor supply chain playtc 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
I was right about SpaceXtc 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$10.61($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$184.68$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$751.63$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$465.50$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$52.22$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$33.27 - $1.26 - $135.55$0.00
CPRT Copart$30.86$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$222.27($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.41$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$213.36$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$107.69$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$75.24$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$49.83$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$23.68$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$69.85 - $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%
New ‘Dark Energy’ Could Replace Oil (ad)
New ‘Dark Energy’ Could Replace Oil
A new division inside SpaceX is deploying a permitted energy technology - one that could replace foreign oil without nuclear, solar, wind, or batteries. Early backers include Nvidia CEO Jensen Huang, Oracle's Larry Ellison, and OpenAI's Sam Altman. One investor just joined a $300 million round backing this technology.

Chief Investment Officer Joel Litman of Altimetry believes this could represent a $10 trillion opportunity - and a small group of little-known suppliers are central to making it happen.
 
Watch Joel Litman's free presentation on this energy technology nowtc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$7.82($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$205.81($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$53.05 - $0.77 - $125.70$0.00
GHRS GH Research$20.12($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$31.08$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$87.84$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.44 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$5.32$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$17.98 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$30.17 - $0.51 - $148.91$0.00
ZS Zscaler$129.25($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
IOT Samsara6/4/2026Afternoon
AVGO Broadcom6/3/2026Afternoon
TTC Toro6/4/2026Morning
WLY John Wiley & Sons6/16/2026Morning
PATH UiPath5/28/2026Afternoon
BRZE Braze5/27/2026Afternoon
DOCU Docusign6/4/2026Afternoon
RENT Rent the Runway6/3/2026Afternoon
SCVL Shoe Carnival5/21/2026Morning
ZUMZ Zumiez6/4/2026Afternoon
NX Quanex Building Products6/4/2026Afternoon
SWBI Smith & Wesson Brands6/17/2026Afternoon
SAIC Science Applications International6/1/2026Morning
AGX Argan6/4/2026Afternoon
NIO NIO5/21/2026Morning
MEI Methode Electronics7/8/2026Morning
TBHC Brand House Collective1/1/2000Morning
GWRE Guidewire Software6/4/2026Afternoon
HOFT Hooker Furnishings6/11/2026Morning
ZENV Zenvia5/21/2026Afternoon
FCEL FuelCell Energy6/8/2026Morning
KFY Korn/Ferry International6/17/2026Morning
MOV Movado Group8/27/2026Morning
GIII G-III Apparel Group6/5/2026Morning
FIZZ National Beverage7/1/2026N/A
PDEX Pro-Dex7/8/2026N/A
KALV KalVista Pharmaceuticals8/13/2026N/A
SKHSY Sekisui House6/4/2026Unknown
AOUT American Outdoor Brands6/25/2026Unknown
LE Lands' End6/9/2026Unknown
VBNK VersaBank6/3/2026Unknown
PL Planet Labs PBC6/4/2026Unknown
LTRX Lantronix8/26/2026Unknown
WLYB John Wiley & Sons6/16/2026Unknown
GASS StealthGas8/25/2026Unknown
BOWL Bowlero1/1/2000Unknown
EGAN eGain5/14/2026Unknown
CRESY Cresud S.A.C.I.F. y A.5/7/2026Unknown
SAIC Science Applications International6/1/2026Afternoon
ABM ABM Industries6/5/2026Morning
BRC Brady5/18/2026Morning
ANIX Anixa Biosciences6/10/2026Afternoon
HURC Hurco Companies6/5/2026Unknown
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
DOOO BRP5/27/2026Unknown
GCO Genesco8/27/2026Unknown
EWBC East West Bancorp7/21/2026Afternoon
BIOX Bioceres Crop Solutions5/12/2026Morning
ORCL Oracle6/10/2026Afternoon
NEWP New Pacific Metals1/1/2000Unknown
KEP Korea Electric Power8/7/2026Unknown
KEN Kenon8/27/2026Unknown
LMNR Limoneira6/9/2026Unknown
AVO Mission Produce6/8/2026Unknown
VIRC Virco Manufacturing6/5/2026Unknown
SKIL Skillsoft6/9/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
RBRK Rubrik6/4/2026Unknown
MTRX Matrix Service5/6/2026Unknown
FEAM 5E Advanced Materials5/12/2026Unknown

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