Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Hewlett Packard Enterprise, Ciena, Zscaler & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Nvidia's Huang doubts Musk's latest mega plan can work (ad)
Jensen Huang: Elon’s $119 Billion Plan Will Be “Extremely Hard”
Nvidia CEO Jensen Huang says Elon Musk's $119 billion plan will be extremely hard to pull off.

Larry Benedict, who ran a $900 million hedge fund and posted 20 consecutive years without a loss, including over $274 million in audited net income between 2004 and 2012, says one long forgotten American company already holds what Musk needs.

Get the ticker and his full analysis before the November 30 deadline.
 
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Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$11.76($0.1320)($0.05)$0.0820$86.94 million$87.21 million20.5%→
AVAV AeroVironment$126.29$0.61$0.89$0.28$183.18 million$189.48 million24.4%→
CASY Casey's General Stores$657.74$4.54$4.83$0.29$4.15 billion$4.10 billion5.9%→
CIEN Ciena$311.99$0.26$0.35$0.09$928.31 million$942.30 million-11.8%→
CNM Core & Main$45.57$0.74$0.61($0.13)$2.05 billion$1.96 billion5.5%→
CPRT Copart$31.10$0.36$0.33($0.03)$1.07 billion$1.07 billion7.2%→
CRDO Credo Technology Group$150.18($0.03)($0.06)($0.03)$59.50 million$59.71 million→
CXM Sprinklr$6.88$0.01$0.01$0.00$194.58 million$197.21 million→
DKS DICK'S Sporting Goods$144.85$3.77$4.37$0.60$3.44 billion$3.47 billion7.6%→
DLTR Dollar Tree$135.07$1.04$0.67($0.37)$7.49 billion$7.37 billion.7%→
DSGX The Descartes Systems Group$90.92$0.43$0.40($0.03)$160.17 million$163.43 million14.0%→
HPE Hewlett Packard Enterprise$54.52$0.47$0.50$0.03$7.67 billion$7.71 billion10.1%→
HRL Hormel Foods$21.43$0.36$0.37$0.01$2.95 billion$2.90 billion-2.2%→
NWE NorthWestern$80.28 - $0.35 - - $290.50 million→
REVG REV Group$63.90$0.42$0.48$0.06$618.70 million$579.40 million-14.8%→
Today's pick is on the house... (ad)
A free stock pick, from me to you
Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal.

Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty.

Dylan believes shares could react by December 8th.
 
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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$11.28($0.0810)($0.05)$0.0310$177.68 million$179.21 million10.3%→
ASHTY Ashtead Group$254.61$3.85$3.88$0.03$2.74 billion$2.54 billion→
ASND Ascendis Pharma A/S$250.73($1.54)($2.05)($0.51)$94.74 million$38.75 million→
FBK FB Financial$55.04 - $0.77 - - $125.70 million→
GHRS GH Research$20.64($0.23)($0.20)$0.03 - - →
GTLB GitLab$53.32$0.10$0.15$0.05$176.86 million$182.58 million30.8%→
HQY HealthEquity$104.51$0.50$0.66$0.16$284.48 million$299.93 million→
IRS IRSA Inversiones Y Representaciones$12.71 - $1.31 - - $129.87 million→
NAT Nordic American Tankers$7.58$0.07$0.10$0.03$54.34 million$66.10 million→
OCFC OceanFirst Financial$18.47 - $0.46 - - $101.04 million→
PD PagerDuty$16.74$0.17$0.21$0.04$116.52 million$115.94 million7.7%→
SBCF Seacoast Banking Corporation of Florida$33.81 - $0.51 - - $148.91 million→
ZS Zscaler$230.16($0.14)($0.05)$0.09$567.46 million$592.90 million30.3%→

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