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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Today's stock pick is on me (ad)
Today's stock pick is on me
Elon can't build his satellite network without one key supplier, and he's paid this company since 2012.

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Wednesday, September 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$11.54($0.1320)($0.05)$0.0820$86.94 million$87.21 million20.5%→
AVAV AeroVironment$123.53$0.61$0.89$0.28$183.18 million$189.48 million24.4%→
CASY Casey's General Stores$665.39$4.54$4.83$0.29$4.15 billion$4.10 billion5.9%→
CIEN Ciena$300.30$0.26$0.35$0.09$928.31 million$942.30 million-11.8%→
CNM Core & Main$44.94$0.74$0.61($0.13)$2.05 billion$1.96 billion5.5%→
CPRT Copart$31.06$0.36$0.33($0.03)$1.07 billion$1.07 billion7.2%→
CRDO Credo Technology Group$150.91($0.03)($0.06)($0.03)$59.50 million$59.71 million→
CXM Sprinklr$6.73$0.01$0.01$0.00$194.58 million$197.21 million→
DKS DICK'S Sporting Goods$136.41$3.77$4.37$0.60$3.44 billion$3.47 billion7.6%→
DLTR Dollar Tree$134.07$1.04$0.67($0.37)$7.49 billion$7.37 billion.7%→
DSGX The Descartes Systems Group$91.17$0.43$0.40($0.03)$160.17 million$163.43 million14.0%→
HPE Hewlett Packard Enterprise$53.36$0.47$0.50$0.03$7.67 billion$7.71 billion10.1%→
HRL Hormel Foods$21.24$0.36$0.37$0.01$2.95 billion$2.90 billion-2.2%→
NWE NorthWestern$79.95 - $0.35 - - $290.50 million→
REVG REV Group$63.90$0.42$0.48$0.06$618.70 million$579.40 million-14.8%→
Pentagon Eyes 75-Year Rare Earth Deal With This Nasdaq Company (ad)
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just signed a term sheet for a potential 75-year agreement with the US Army.

The proposed deal would let the company build and operate a rare earth processing facility on an active military base, with the Army getting first right to production. New Pentagon restrictions on Chinese-origin rare earth magnets take effect January 1, 2027.

The company's mine-to-magnet platform covers feedstock agreements, processing, metallization, and downstream manufacturing, with commercial output targeted for 2027.
 
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Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$11.19($0.0810)($0.05)$0.0310$177.68 million$179.21 million10.3%→
ASND Ascendis Pharma A/S$250.17($1.54)($2.05)($0.51)$94.74 million$38.75 million→
FBK FB Financial$54.87 - $0.77 - - $125.70 million→
GHRS GH Research$20.28($0.23)($0.20)$0.03 - - →
GTLB GitLab$52.37$0.10$0.15$0.05$176.86 million$182.58 million30.8%→
HQY HealthEquity$102.03$0.50$0.66$0.16$284.48 million$299.93 million→
IRS IRSA Inversiones Y Representaciones$12.48 - $1.31 - - $129.87 million→
NAT Nordic American Tankers$7.45$0.07$0.10$0.03$54.34 million$66.10 million→
OCFC OceanFirst Financial$18.34 - $0.46 - - $101.04 million→
PD PagerDuty$16.58$0.17$0.21$0.04$116.52 million$115.94 million7.7%→
SBCF Seacoast Banking Corporation of Florida$33.45 - $0.51 - - $148.91 million→
ZS Zscaler$225.09($0.14)($0.05)$0.09$567.46 million$592.90 million30.3%→

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