Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: VIRT, PAC, GS, ERIC, WFC, C, BAC, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Wall Street’s quietly buying these 3 AI infrastructure plays (ad)
Wall Street’s quietly buying these 3 AI infrastructure plays
Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

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Top Earnings News
Don’t Count Out CrowdStrike Yet: Key Insights from Q2 Earnings
Why Lululemon's Setback Could Be Your Next Big Win
The OpenAI and Anthropic IPO wave is getting realtc 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$9.13($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$143.47$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$847.19$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$446.97$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$45.17$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$35.02 - $1.26 - $135.55$0.00
CPRT Copart$27.52$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$236.18($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.67$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$211.98$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$124.56$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$71.82$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$49.56$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$24.80$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$72.91 - $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%
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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$7.45($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$265.57($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$58.43 - $0.77 - $125.70$0.00
GHRS GH Research$26.77($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$32.98$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$94.50$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$6.28$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$19.26 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$32.98 - $0.51 - $148.91$0.00
ZS Zscaler$152.09($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.5/7/2026Unknown
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 PBC9/14/2026Unknown
RENT Rent the Runway9/16/2026Afternoon
SAIC Science Applications International9/3/2026Morning
SAIC Science Applications International9/3/2026Afternoon
SHOE Shoe Carnival9/3/2026Morning
SHOE Shoe Carnival9/3/2026Morning
SKHSY Sekisui House9/3/2026Unknown
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
NIO NIO9/1/2026Morning
NX Quanex Building Products9/3/2026Afternoon
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 Bancorp7/21/2026Afternoon
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 Materials9/30/2026Unknown
KEN Kenon8/27/2026Unknown
KEP Korea Electric Power8/7/2026Unknown
LMNR Limoneira9/8/2026Unknown
MTRX Matrix Service9/8/2026Unknown
NEWP New Pacific Metals1/1/2000Unknown
RBRK Rubrik9/8/2026Unknown
VIRC Virco Manufacturing9/4/2026Unknown
SKIL Skillsoft9/8/2026Unknown
ORCL Oracle9/8/2026Afternoon

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