Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: BLK, CTAS, ELV, PNC, MS, FHN, BNY, 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.

One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
 
Access the full analysis, price setups, and catalysts nowtc pixel
Top Earnings News
Don’t Count Out CrowdStrike Yet: Key Insights from Q2 Earnings
Why Lululemon's Setback Could Be Your Next Big Win
Gold at 5,300 - this small-cap miner may be primedtc 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$9.49($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$143.66$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$828.36$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$421.78$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$44.77$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$35.16 - $1.26 - $135.55$0.00
CPRT Copart$27.93$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$222.52($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.86$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$212.48$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$125.64$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$73.28$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$47.60$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$25.31$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$72.66 - $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%
July 16 Will Change Nvidia Forever (ad)
July 16 Will Change Nvidia Forever
Financial Chaos Is Coming on July 16

July 16 will spark the stock market’s biggest move of the year, according to the man who predicted the 2025 crash and rally. You have just days to prepare for a major AI-driven turning point in the market that could double your money over and over again – as he’s already shown 13 different times.
 
See his outline (and #1 recommendation) here.tc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$7.78($0.08)($0.05)$0.03$179.21$177.6810.3%
ASHTY Ashtead Group$254.61$3.85$3.88$0.03$2.54 thousand$2.74 thousand
ASND Ascendis Pharma A/S$265.50($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$58.77 - $0.77 - $125.70$0.00
GHRS GH Research$26.54($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$33.56$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$95.12$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.58 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$6.14$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$19.30 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$33.11 - $0.51 - $148.91$0.00
ZS Zscaler$153.53($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
HOFT Hooker Furnishings9/10/2026Morning
MEI Methode Electronics9/8/2026Morning
PL Planet Labs PBC9/14/2026Unknown
GIII G-III Apparel Group9/3/2026Morning
PATH UiPath9/3/2026Afternoon
PDEX Pro-Dex9/3/2026N/A
AGX Argan9/3/2026Afternoon
LTRX Lantronix8/26/2026Unknown
LE Lands' End9/8/2026Unknown
AOUT American Outdoor Brands9/3/2026Unknown
IOT Samsara9/3/2026Afternoon
BOWL Bowlero1/1/2000Unknown
SKHSY Sekisui House9/3/2026Unknown
NIO NIO9/1/2026Morning
AVGO Broadcom9/3/2026Afternoon
ZUMZ Zumiez9/3/2026Afternoon
SWBI Smith & Wesson Brands9/3/2026Afternoon
GASS StealthGas8/25/2026Unknown
TTC Toro9/3/2026Morning
GWRE Guidewire Software9/3/2026Afternoon
EGAN eGain9/3/2026Unknown
KALV KalVista Pharmaceuticals8/13/2026N/A
FCEL FuelCell Energy9/8/2026Morning
MOV Movado Group8/27/2026Morning
SAIC Science Applications International9/3/2026Morning
DOCU Docusign9/3/2026Afternoon
SAIC Science Applications International9/3/2026Afternoon
FIZZ National Beverage9/3/2026N/A
WLY John Wiley & Sons9/3/2026Morning
SHOE Shoe Carnival9/3/2026Morning
NX Quanex Building Products9/3/2026Afternoon
TBHC Brand House Collective1/1/2000Morning
BRZE Braze9/3/2026Afternoon
KFY Korn/Ferry International9/8/2026Morning
RENT Rent the Runway9/16/2026Afternoon
SHOE Shoe Carnival9/3/2026Morning
VBNK VersaBank9/3/2026Unknown
CRESY Cresud S.A.C.I.F. y A.5/7/2026Unknown
WLYB John Wiley & Sons9/3/2026Unknown
ZENV Zenvia5/21/2026Afternoon
SATX SatixFy Communications1/1/2000Unknown
ABM ABM Industries9/3/2026Morning
ANIX Anixa Biosciences9/10/2026Afternoon
BRC Brady9/3/2026Morning
QD Qudian3/19/2026Unknown
DOOO BRP5/27/2026Unknown
GCO Genesco8/27/2026Unknown
HURC Hurco Companies9/4/2026Unknown
EWBC East West Bancorp7/21/2026Afternoon
MTRX Matrix Service9/8/2026Unknown
KEP Korea Electric Power8/7/2026Unknown
RBRK Rubrik9/8/2026Unknown
ORCL Oracle9/8/2026Afternoon
CVGW Calavo Growers6/8/2026Unknown
FEAM 5E Advanced Materials9/30/2026Unknown
VIRC Virco Manufacturing9/4/2026Unknown
BIOX Bioceres Crop Solutions9/8/2026Morning
KEN Kenon8/27/2026Unknown
NEWP New Pacific Metals1/1/2000Unknown
LMNR Limoneira9/8/2026Unknown
SKIL Skillsoft9/8/2026Unknown
AVO Mission Produce9/14/2026Unknown

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