Earnings360 Newsletter for 9/4/2024

Earnings360 Newsletter for 9/4/2024
Earnings Highlights: LEN.B, LEN, KEP, FPS, TCOM, KR, ADBE, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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9 stocks behind the AI buildout (ad)
AI’s next bottleneck
AI is an infrastructure story, not just a software one. Data centers need chips, power, cooling, networking, electrical systems, nuclear energy, and real estate.

A free StockEarnings briefing maps 9 public stocks tied to the data center boom, highlighting where the biggest bottlenecks may be forming.

No hype, no penny stocks - just a clear framework for understanding the companies powering AI infrastructure.
 
Get the free 9-stock data center map nowtc pixel
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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$10.86($0.13)($0.05)$0.08$87.21$86.9420.5%
AVAV AeroVironment$160.90$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$585.34$4.54$4.83$0.29$4.10 thousand$4.15 thousand5.9%
CIEN Ciena$364.65$0.26$0.35$0.09$942.30$928.31-11.8%
CNM Core & Main$43.00$0.74$0.61($0.13)$1.96 thousand$2.05 thousand5.5%
CPRT Copart$28.91$0.36$0.33($0.03)$1.07 thousand$1.07 thousand7.2%
CRDO Credo Technology Group$187.27($0.03)($0.06)($0.03)$59.71$59.50
CXM Sprinklr$5.40$0.01$0.01$0.00$197.21$194.58
DKS DICK'S Sporting Goods$123.82$3.77$4.37$0.60$3.47 thousand$3.44 thousand7.6%
DLTR Dollar Tree$112.33$1.04$0.67($0.37)$7.37 thousand$7.49 thousand.7%
DSGX The Descartes Systems Group$79.39$0.43$0.40($0.03)$163.43$160.1714.0%
HPE Hewlett Packard Enterprise$61.76$0.47$0.50$0.03$7.71 thousand$7.67 thousand10.1%
HRL Hormel Foods$20.51$0.36$0.37$0.01$2.90 thousand$2.95 thousand-2.2%
NWE NorthWestern$69.83 - $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%
The Massive Cost Hiding Behind the AI Boom (ad)
Imagine Paying for Every AI Tool in the World ...
The AI boom needs massive amounts of electricity, and someone has to pay for the new power infrastructure that supports it.

The House just voted 417-3 to pass a bill aimed at protecting ordinary Americans from those costs. One Weiss Ratings analyst warns rising electricity bills are just one of four major threats the AI boom poses to your finances.
 
See the full breakdown of AI's economic risks heretc pixel

Tuesday, September 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ASAN Asana$9.59($0.08)($0.05)$0.03$179.21$177.6810.3%
ASND Ascendis Pharma A/S$237.59($1.54)($2.05)($0.51)$38.75$94.74
FBK FB Financial$53.65 - $0.77 - $125.70$0.00
GHRS GH Research$27.93($0.23)($0.20)$0.03$0.00$0.00
GTLB GitLab$49.79$0.10$0.15$0.05$182.58$176.8630.8%
HQY HealthEquity$94.52$0.50$0.66$0.16$299.93$284.48
IRS IRSA Inversiones Y Representaciones$15.60 - $1.31 - $129.87$0.00
NAT Nordic American Tankers$7.99$0.07$0.10$0.03$66.10$54.34
OCFC OceanFirst Financial$17.57 - $0.46 - $101.04$0.00
PD PagerDuty$14.44$0.17$0.21$0.04$115.94$116.527.7%
SBCF Seacoast Banking Corporation of Florida$33.29 - $0.51 - $148.91$0.00
ZS Zscaler$207.13($0.14)($0.05)$0.09$592.90$567.4630.3%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
IOT Samsara12/3/2026Afternoon
AVGO Broadcom12/9/2026Afternoon
TTC Toro9/3/2026Morning
WLY John Wiley & Sons12/3/2026Morning
PATH UiPath12/2/2026Afternoon
BRZE Braze12/8/2026Afternoon
DOCU Docusign12/3/2026Afternoon
RENT Rent the Runway12/10/2026Afternoon
SHOE Shoe Carnival9/10/2026Morning
ZUMZ Zumiez12/3/2026Afternoon
NX Quanex Building Products12/10/2026Afternoon
SWBI Smith & Wesson Brands12/3/2026Afternoon
SAIC Science Applications International12/3/2026Morning
AGX Argan12/3/2026Afternoon
NIO NIO11/24/2026Morning
MEI Methode Electronics12/2/2026Morning
TBHC Brand House Collective1/1/2000Morning
GWRE Guidewire Software12/3/2026Afternoon
HOFT Hooker Furnishings12/10/2026Morning
ZENV Zenvia5/21/2026Afternoon
FCEL FuelCell Energy9/2/2026Morning
KFY Korn/Ferry International12/8/2026Morning
MOV Movado Group11/24/2026Morning
GIII G-III Apparel Group12/8/2026Morning
FIZZ National Beverage12/10/2026N/A
PDEX Pro-Dex10/29/2026N/A
KALV KalVista Pharmaceuticals8/13/2026N/A
SKHSY Sekisui House12/3/2026Unknown
AOUT American Outdoor Brands12/8/2026Unknown
LE Lands' End12/8/2026Unknown
VBNK VersaBank12/9/2026Unknown
PL Planet Labs PBC12/9/2026Unknown
LTRX Lantronix11/4/2026Unknown
WLYB John Wiley & Sons12/3/2026Unknown
GASS StealthGas11/25/2026Unknown
BOWL Bowlero1/1/2000Unknown
EGAN eGain11/11/2026Unknown
CRESY Cresud S.A.C.I.F. y A.11/10/2026Unknown
SAIC Science Applications International12/3/2026Afternoon
ABM ABM Industries9/8/2026Morning
BRC Brady11/16/2026Morning
ANIX Anixa Biosciences9/9/2026Afternoon
HURC Hurco Companies9/4/2026Unknown
SATX SatixFy Communications1/1/2000Unknown
QD Qudian3/19/2026Unknown
DOOO BRP5/27/2026Unknown
GCO Genesco12/3/2026Unknown
EWBC East West Bancorp10/20/2026Afternoon
BIOX Bioceres Crop Solutions11/12/2026Morning
ORCL Oracle12/9/2026Afternoon
NEWP New Pacific Metals1/1/2000Unknown
KEP Korea Electric Power9/21/2026Unknown
KEN Kenon12/3/2026Unknown
LMNR Limoneira9/9/2026Unknown
AVO Mission Produce9/8/2026Unknown
VIRC Virco Manufacturing9/4/2026Unknown
SKIL Skillsoft12/9/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
RBRK Rubrik12/3/2026Unknown
MTRX Matrix Service11/4/2026Unknown
FEAM 5E Advanced Materials9/30/2026Unknown

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