Earnings360 Newsletter for 5/7/2025

Earnings360 Newsletter for 5/7/2025
Sandisk, Uber Technologies, Marriott International & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Palantir and Wall Street are in on it… (ad)
Palantir and Wall Street are in on it…
Palantir just signed a major AI deal with a company most investors have never heard of.

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Top Earnings News
Is Eli Lilly a Buy After Weak Earnings and CVS-Novo Partnership?
Hims & Hers Stock Rises on Fundamentals and Squeeze Potential
Trump’s Dollar Replacement Exposedtc pixel 
Top 3 Sectors Where Valuations Are Most Below Market Levels
Palantir Stock Drops Despite Stellar Earnings: What's Next?
Chevron’s Fundamentals Shine Through Market Turmoil
Qualcomm: Analyst Opinions Split, But Upside Potential Remains
Finally… options made simpletc pixel 
3 Reasons Tesla Should Be a $300 Stock by June
Warning or Opportunity After Super Micro Computer's Earnings
Is Reddit Stock a Buy, Sell, or Hold After Earnings Release?
Rocket Lab Braces for Q1 Earnings Amid Soaring Expectations

Wednesday, May 7 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACVA ACV Auctions$10.50$0.04($0.09)($0.13)$182.24 million - 25.4%→
BKH Black Hills$81.83$1.92$1.87($0.05)$729.73 million$805.20 million10.8%→
CENT Central Garden & Pet$45.08$0.94$1.04$0.10$876.36 million$833.54 million-7.4%→
CF CF Industries$120.54$1.47$1.85$0.38$1.53 billion$1.66 billion13.1%→
GDRX GoodRx$3.48$0.04$0.09$0.05$202.25 million$202.97 million2.6%→
IMCR Immunocore$31.96($0.35)$0.10$0.45$108.82 million$125.13 million33.6%→
INGXF Innergex Renewable Energy$10.11($0.06)($0.05)$0.01$277.44 million$188.64 million→
LGRDY LeGrand$28.72$0.2537$0.23($0.0237)$2.26 billion$2.59 billion→
LGRVF Legrand$138.37$1.31Report pending$2.74 billion$2.46 billion→
MKTX MarketAxess$165.13$1.82$1.87$0.05$211.81 million$208.58 million-.8%→
NUVB Nuvation Bio$4.54($0.16)($0.16)$0.00$417 thousand$3.08 million→
OC Owens Corning$116.37$2.82$2.97$0.15$2.52 billion$2.53 billion25.4%→
OSCR Oscar Health$31.40$0.83$0.92$0.09$2.87 billion$3.00 billion42.2%→
RGLD Royal Gold$239.66$1.37$1.51$0.14$176.17 million$193.44 million29.9%→
SNDK Sandisk$1,304.84($0.39)Reports after close$1.60 billion$1.70 billion-.6%→
TRIN Trinity Capital$16.79$0.53$0.52($0.01)$67.67 million$65.39 million→
UBER Uber Technologies$65.89$0.50$0.83$0.33$11.61 billion$11.53 billion13.8%→
VERX Vertex$14.80$0.13$0.15$0.02$176.99 million$177.06 million12.9%→
VIR Vir Biotechnology$11.57($0.83)($0.88)($0.05)$8.59 million$3.03 million-94.6%→
Man who bought Apple for $1 identifies new AI winners (ad)
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005.

Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.
 
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Tuesday, May 6 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACA Arcosa$149.21$0.29$0.49$0.20$613.95 million$632 million5.6%→
AGL Agilon Health$90.15($0.25)$0.75$1.00$1.50 billion$1.53 billion-4.5%→
ALGT Allegiant Travel$73.59$1.54$1.81$0.27$700.00 million$699.07 million6.5%→
ATKR Atkore$94.97$1.52$2.04$0.52$690.83 million$701.73 million-11.5%→
AVNS Avanos Medical$24.99$0.19$0.26$0.07$161.75 million$167.50 million.8%→
AVNT Avient$42.43$0.75$0.76$0.01$834.90 million$826.60 million-.3%→
CGAU Centerra Gold$21.01$0.12$0.12$0.00$288.25 million$299.50 million→
CPNG Coupang$13.88$0.07$0.06($0.01)$8.02 billion$7.91 billion11.2%→
CRUS Cirrus Logic$114.27$1.15$1.67$0.52$380.26 million$424.46 million14.2%→
DASH DoorDash$170.56$0.39$0.44$0.05$3.10 billion$3.03 billion20.7%→
DOCN DigitalOcean$106.51$0.45$0.56$0.11$208.63 million$210.70 million14.1%→
DPMLF DPM Metals$37.31$0.27$0.32$0.05$148.87 million$144.15 million→
GBTG Global Business Travel Group$9.50$0.10$0.16$0.06$632.63 million$621 million→
GLDD Great Lakes Dredge & Dock$17.00$0.25$0.49$0.24$206.70 million$242.87 million→
GO Grocery Outlet$12.89$0.07$0.13$0.06$1.12 billion$1.13 billion8.6%→
JJSF J & J Snack Foods$83.19$0.69$0.35($0.34)$369.01 million$356.10 million-1.0%→
KVYO Klaviyo$20.20$0.12$0.14$0.02$267.79 million$279.83 million33.3%→
MAR Marriott International$390.23$2.25$2.32$0.07$6.19 billion$6.26 billion4.8%→
PRCH Porch Group$17.66($0.07)$0.02$0.09$79.44 million$104.75 million→
SHLS Shoals Technologies Group$7.47$0.04$0.02($0.02)$74.66 million$80.36 million-11.2%→
SMCI Super Micro Computer$35.09$0.30$0.31$0.01$5.40 billion$4.60 billion19.5%→
SUN Sunoco$72.94$1.69$1.21($0.48)$5.58 billion$5.18 billion-5.8%→
TDC Teradata$34.64$0.57$0.66$0.09$423.85 million$418 million-10.1%→
TDG Transdigm Group$1,131.51$8.83$9.11$0.28$2.17 billion$2.15 billion12.0%→
UPST Upstart$23.71$0.19$0.30$0.11$201.08 million$213.37 million67.0%→
USAC USA Compression Partners$25.09$0.22$0.18($0.04)$244.79 million$245.23 million→
UWMC UWM$1.56$0.06($0.23)($0.29)$558.80 million$613.37 million→
VRDN Viridian Therapeutics$24.09($0.95)($0.87)$0.08$160 thousand$70 thousand.0%→
XPEL XPEL$42.91$0.25$0.31$0.06$97.40 million$103.81 million15.2%→

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