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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How to get a stake in Anthropic — before the IPO (ad)
How to get a stake in Anthropic — before the IPO
Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as Novemeber. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day.

Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone.

See how investors are positioning ahead of this closely watched IPO.
 
Learn how to get a stake before the Anthropic IPOtc pixel
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Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20thtc 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$11.33($0.1320)($0.05)$0.0820$86.94 million$87.21 million20.5%→
AVAV AeroVironment$121.79$0.61$0.89$0.28$183.18 million$189.48 million24.4%→
CASY Casey's General Stores$689.22$4.54$4.83$0.29$4.15 billion$4.10 billion5.9%→
CIEN Ciena$331.73$0.26$0.35$0.09$928.31 million$942.30 million-11.8%→
CNM Core & Main$41.96$0.74$0.61($0.13)$2.05 billion$1.96 billion5.5%→
CPRT Copart$27.87$0.36$0.33($0.03)$1.07 billion$1.07 billion7.2%→
CRDO Credo Technology Group$169.70($0.03)($0.06)($0.03)$59.50 million$59.71 million→
CXM Sprinklr$5.84$0.01$0.01$0.00$194.58 million$197.21 million→
DKS DICK'S Sporting Goods$144.26$3.77$4.37$0.60$3.44 billion$3.47 billion7.6%→
DLTR Dollar Tree$124.18$1.04$0.67($0.37)$7.49 billion$7.37 billion.7%→
DSGX The Descartes Systems Group$87.05$0.43$0.40($0.03)$160.17 million$163.43 million14.0%→
HPE Hewlett Packard Enterprise$55.32$0.47$0.50$0.03$7.67 billion$7.71 billion10.1%→
HRL Hormel Foods$20.39$0.36$0.37$0.01$2.95 billion$2.90 billion-2.2%→
NWE NorthWestern$74.72 - $0.35 - - $290.50 million→
REVG REV Group$63.90$0.42$0.48$0.06$618.70 million$579.40 million-14.8%→
The Question That Broke My Quant's Calculator (ad)
What My Quant Told Me About Bitcoin at $76K
My quant said something that changed everything… "The problem isn't making a million. The problem is how you're investing."

He went on to explain… There are actually two digital asset markets. And not knowing this is literally costing people millions.

There's the retail market. The public market. The market for everyday investors, what most people call "dumb money." And then there is the market that you probably don't even know exists…
 
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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$9.89($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$225.25($1.54)($2.05)($0.51)$94.74 million$38.75 million→
FBK FB Financial$51.58 - $0.77 - - $125.70 million→
GHRS GH Research$18.15($0.23)($0.20)$0.03 - - →
GTLB GitLab$52.76$0.10$0.15$0.05$176.86 million$182.58 million30.8%→
HQY HealthEquity$92.03$0.50$0.66$0.16$284.48 million$299.93 million→
IRS IRSA Inversiones Y Representaciones$14.17 - $1.31 - - $129.87 million→
NAT Nordic American Tankers$7.68$0.07$0.10$0.03$54.34 million$66.10 million→
OCFC OceanFirst Financial$15.83 - $0.46 - - $101.04 million→
PD PagerDuty$16.18$0.17$0.21$0.04$116.52 million$115.94 million7.7%→
SBCF Seacoast Banking Corporation of Florida$32.54 - $0.51 - - $148.91 million→
ZS Zscaler$207.38($0.14)($0.05)$0.09$567.46 million$592.90 million30.3%→

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