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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Palantir, Micron and SanDisk Show a Familiar Pattern (ad)
The 7 Stocks Quietly Gaining Attention Right Now
Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.

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He’s used this exact trade 900 times with 95.3% success - the details are yours - FREE insidetc 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$11.69($0.1320)($0.05)$0.0820$86.94 million$87.21 million20.5%→
AVAV AeroVironment$121.85$0.61$0.89$0.28$183.18 million$189.48 million24.4%→
CASY Casey's General Stores$696.67$4.54$4.83$0.29$4.15 billion$4.10 billion5.9%→
CIEN Ciena$270.15$0.26$0.35$0.09$928.31 million$942.30 million-11.8%→
CNM Core & Main$47.60$0.74$0.61($0.13)$2.05 billion$1.96 billion5.5%→
CPRT Copart$32.54$0.36$0.33($0.03)$1.07 billion$1.07 billion7.2%→
CRDO Credo Technology Group$129.03($0.03)($0.06)($0.03)$59.50 million$59.71 million→
CXM Sprinklr$6.49$0.01$0.01$0.00$194.58 million$197.21 million→
DKS DICK'S Sporting Goods$149.30$3.77$4.37$0.60$3.44 billion$3.47 billion7.6%→
DLTR Dollar Tree$139.80$1.04$0.67($0.37)$7.49 billion$7.37 billion.7%→
DSGX The Descartes Systems Group$94.45$0.43$0.40($0.03)$160.17 million$163.43 million14.0%→
HPE Hewlett Packard Enterprise$46.93$0.47$0.50$0.03$7.67 billion$7.71 billion10.1%→
HRL Hormel Foods$22.33$0.36$0.37$0.01$2.95 billion$2.90 billion-2.2%→
NWE NorthWestern$84.82 - $0.35 - - $290.50 million→
REVG REV Group$63.90$0.42$0.48$0.06$618.70 million$579.40 million-14.8%→
232 IPOs. Seven cleared the screen. (ad)
We ran 232 new listings through one filter
232 companies listed on U.S. exchanges this year, and 86 priced IPOs had raised over $251 billion by late July alone - more than five times 2025's full-year total. Yet most carry almost no analyst coverage.

We screened the entire class for average daily volume above 500,000 shares, market caps over $100 million, and at least 18 months of cash runway. Only seven names cleared every filter - four already trading, three still private.
 
See the seven IPOs that passed every filter.tc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$9.41($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$255.93($1.54)($2.05)($0.51)$94.74 million$38.75 million→
FBK FB Financial$54.66 - $0.77 - - $125.70 million→
GHRS GH Research$19.43($0.23)($0.20)$0.03 - - →
GTLB GitLab$45.35$0.10$0.15$0.05$176.86 million$182.58 million30.8%→
HQY HealthEquity$102.48$0.50$0.66$0.16$284.48 million$299.93 million→
IRS IRSA Inversiones Y Representaciones$13.00 - $1.31 - - $129.87 million→
NAT Nordic American Tankers$6.41$0.07$0.10$0.03$54.34 million$66.10 million→
OCFC OceanFirst Financial$18.23 - $0.46 - - $101.04 million→
PD PagerDuty$15.40$0.17$0.21$0.04$116.52 million$115.94 million7.7%→
SBCF Seacoast Banking Corporation of Florida$34.16 - $0.51 - - $148.91 million→
ZS Zscaler$191.93($0.14)($0.05)$0.09$567.46 million$592.90 million30.3%→

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