Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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3 AI infrastructure plays hedge funds are quietly buying (ad)
The next AI rotation is already underway are you positioned?
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
10,000 satellites. $1.5 trillion IPO. 7 stocks.tc 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$8.63($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$184.36$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$743.42$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$448.42$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$50.95$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
COLL Collegium Pharmaceutical$32.31 - $1.26 - $135.55$0.00
CPRT Copart$33.40$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$101.45($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$6.08$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$191.67$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$108.44$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$71.42$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$24.61$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$22.11$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$67.59 - $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%
Turning a 49% stock drop into a 22,500-dollar opportunity (ad)
Tech analyst Jeff Brown predicted in late 2024 that AI disruption would trigger wave after wave of stock crashes - and he says that scenario is now playing out in 2026, hitting companies like Microsoft and IBM.

Brown has shown readers how prior drops - a 49% crash in Wolfspeed, a 13% drop in Amer Sports, a 21% fall in Valaris - translated into payouts of up to $30,000. On Wednesday, April 8, at 2 p.m. ET, he's hosting a live strategy session to show how these opportunities could repeat.
 
Reserve your spot for Jeff Brown's April 8 strategy session nowtc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$6.40($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$229.25($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$53.34 - $0.77 - $125.70$0.00
GTLB GitLab$22.57$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$84.67$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$16.67 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$6.17$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$18.24 - $0.46 - $101.04$0.00
SBCF Seacoast Banking Corporation of Florida$30.47 - $0.51 - $148.91$0.00
ZS Zscaler$138.56($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AOUT American Outdoor Brands3/12/2026Unknown
AVGO Broadcom6/4/2026Afternoon
BRZE Braze6/4/2026Afternoon
CRESY Cresud S.A.C.I.F. y A.5/7/2026Unknown
DOCU Docusign6/4/2026Afternoon
EGAN eGain5/13/2026Unknown
FCEL FuelCell Energy6/5/2026Morning
FIZZ National Beverage3/12/2026N/A
GASS StealthGas5/28/2026Unknown
GIII G-III Apparel Group6/5/2026Morning
HOFT Hooker Furnishings4/16/2026Morning
PDEX Pro-Dex4/29/2026N/A
RENT Rent the Runway4/14/2026Afternoon
SAIC Science Applications International6/1/2026Morning
SAIC Science Applications International6/1/2026Afternoon
SCVL Shoe Carnival5/29/2026Morning
SWBI Smith & Wesson Brands6/17/2026Afternoon
TBHC Brand House Collective1/1/2000Morning
VBNK VersaBank6/3/2026Unknown
KALV KalVista Pharmaceuticals5/5/2026N/A
LE Lands' End6/4/2026Unknown
LTRX Lantronix5/14/2026Unknown
ZENV Zenvia5/21/2026Afternoon
ZUMZ Zumiez6/4/2026Afternoon
AGX Argan6/3/2026Afternoon
BOWL Bowlero1/1/2000Unknown
GWRE Guidewire Software6/2/2026Afternoon
IOT Samsara6/4/2026Afternoon
KFY Korn/Ferry International6/17/2026Morning
MEI Methode Electronics3/6/2026Morning
MOV Movado Group5/21/2026Morning
NIO NIO6/2/2026Morning
NX Quanex Building Products6/4/2026Afternoon
PATH UiPath6/4/2026Afternoon
PL Planet Labs PBC6/3/2026Unknown
TTC Toro6/4/2026Morning
WLY John Wiley & Sons6/16/2026Morning
WLYB John Wiley & Sons6/16/2026Unknown
SKHSY Sekisui House6/4/2026Unknown
QD Qudian3/19/2026Unknown
SATX SatixFy Communications1/1/2000Unknown
BRC Brady5/15/2026Morning
GCO Genesco5/21/2026Unknown
ANIX Anixa Biosciences5/27/2026Afternoon
ABM ABM Industries6/5/2026Morning
HURC Hurco Companies6/5/2026Unknown
EWBC East West Bancorp4/21/2026Afternoon
DOOO BRP5/27/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
AVO Mission Produce6/4/2026Unknown
BIOX Bioceres Crop Solutions5/20/2026Morning
FEAM 5E Advanced Materials5/21/2026Unknown
NEWP New Pacific Metals1/1/2000Unknown
MTRX Matrix Service5/6/2026Unknown
LMNR Limoneira6/8/2026Unknown
VIRC Virco Manufacturing4/13/2026Unknown
KEN Kenon5/19/2026Unknown
KEP Korea Electric Power5/8/2026Unknown
RBRK Rubrik6/4/2026Unknown
SKIL Skillsoft4/7/2026Unknown
ORCL Oracle6/10/2026Afternoon

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