Earnings360 Newsletter for 5/20/2026

Earnings360 Newsletter for 5/20/2026
Earnings Highlights: TLK, BJ, ROST, CPRT, WSM, DE, WDAY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
The AI trade is shifting toward smaller, overlooked names (ad)
The AI trade may be changing
The biggest AI names have become crowded trades. Now traders are rotating toward smaller companies tied to AI growth that haven't fully entered the spotlight - and historically, that's where strong momentum can begin.

A new report identifies the 2 best AI stocks to buy immediately for under $15 per share, and explains why a fresh wave of AI positioning may already be underway.
 
Get instant access to the full AI stocks report nowtc pixel
Top Earnings News
StepStone Group Inc (STEP) Q4 2026 Earnings Report Preview: What To Look For
StepStone Group earnings: What to look for from STEP
THIS could crash the Nasdaqtc pixel 
Zions Bancorporation Earnings Call Highlights Growth Momentum
Brady Corp Wires Up a Massive AI-Powered Breakout
Why Home Depot’s Sell-Off Could Become a Huge Opportunity
Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Offtc pixel 
Dillard’s Posted a Huge Earnings Beat—So Why Did the Rally Fade?
Why Applied Optoelectronics Stock May Be Near a Turning Point
3 Infrastructure Stocks Fueling the Data Center Building Boom
Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent Stocks

Wednesday, May 20 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADI Analog Devices$397.07$2.89$3.09$0.20$3.62 thousand$3.51 thousand37.2%
ARCO Arcos Dorados$8.75$0.11$0.17$0.06$1.22 thousand$1.21 thousand12.9%
AUGO Aura Minerals$72.58 - $999.00 - $0.00$0.00
BLTE Belite Bio$137.30($0.60)($0.34)$0.26$0.00$0.00
BORR Borr Drilling$5.51($0.02)($0.09)($0.07)$247.00$253.35
CDLR Cadeler A/S$26.74$0.15($0.09)($0.24)$144.38$174.30
ELF e.l.f. Beauty$52.78$0.29$0.32$0.03$449.29$423.0635.1%
ENS Enersys$232.63$3.00$3.19$0.19$987.94$973.841.4%
GDS GDS$35.02($0.03)$1.53$1.56$426.13$436.4423.7%
GLNG Golar LNG$52.36$0.31$0.49$0.18$137.55$129.88
GRSXY Grasim Industries$19.61 - $0.32 - $5.61 thousand$0.00
HAS Hasbro$88.10$1.20$1.47$0.27$1.00 thousand$969.2012.7%
IMVT Immunovant$34.15($0.60)($0.73)($0.13)$0.00$0.00
INTU Intuit$319.94$12.57$12.80$0.23$8.56 thousand$8.54 thousand10.4%
KLAR Klarna Group$16.62($0.13)($0.01)$0.12$0.00$0.0042.7%
LOW Lowe's Companies$215.29$2.97$3.03$0.06$23.08 thousand$22.98 thousand10.3%
LPG Dorian LPG$46.49$1.41$1.89$0.48$153.27$128.87102.0%
NDSN Nordson$289.90$2.82$2.86$0.04$740.85$728.788.5%
NVDA NVIDIA$215.33$1.76$1.87$0.11$81.62 thousand$78.42 thousand85.2%
ORKLY Orkla Asa$11.41$0.18$0.18$0.00$1.88 thousand$1.87 thousand
RLX RLX Technology$2.09$0.03$0.03$0.00$230.01$166.99
ROIV Roivant Sciences$29.96($0.29)$0.28$0.57$2.52$3.41
SKYT SkyWater Technology$37.21($0.08)($0.25)($0.17)$160.69$146.07
SMPNY Sompo$17.76 - $0.44 - $8.84 thousand$0.00
STEP StepStone Group$53.74$0.51$0.57$0.06$305.84$292.113.4%
TGT Target$125.62$1.47$1.71$0.24$25.44 thousand$24.66 thousand6.7%
TJX TJX Companies$158.29$1.02$1.19$0.17$14.32 thousand$14.02 thousand9.2%
TKOMY Tokio Marine$46.48$0.72$0.30($0.42)$13.84 thousand$12.89 thousand
URBN Urban Outfitters$73.01$1.12$1.30$0.18$1.48 thousand$1.46 thousand11.4%
VFC V.F.$16.71($0.02)($0.30)($0.28)$2.17 thousand$2.13 thousand1.1%
ZIM ZIM Integrated Shipping Services$25.21($0.22)($0.72)($0.50)$1.40 thousand$1.48 thousand
7 Cheap Stocks Buffett Would Love Right Now 💰 (ad)
7 Cheap Stocks Buffett Would Love Right Now 💰
7 Cheap and Good Stocks to Buy Now 💰

Warren Buffett's secret? Buying quality businesses at bargain prices. Right now, 7 excellent stocks are trading at massive discounts. Including a semiconductor giant dominating automotive chips (Stock #5) and an AI software innovator generating billions (Stock #7).
 
Don't miss out on these incredible opportunities.tc pixel

Tuesday, May 19 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AS Amer Sports$35.26$0.31$0.38$0.07$1.95 thousand$1.84 thousand32.1%
BILI Bilibili$17.23$0.17$0.19$0.02$1.08 thousand$1.09 thousand6.7%
CAVA CAVA Group$80.41$0.17$0.20$0.03$438.27$360.8932.1%
CRVL CorVel$62.74 - $0.61 - $248.55$0.00
DRVN Driven Brands$13.77$0.24$0.34$0.10$259.60$454.91
EXP Eagle Materials$199.30$1.59$1.91$0.32$479.11$451.991.9%
HD Home Depot$313.18$3.41$3.43$0.02$41.77 thousand$41.59 thousand4.8%
HSAI Hesai Group$20.63$0.01$0.02$0.01$98.71$96.50
JHX James Hardie Industries$20.79$0.29$0.30$0.01$1.40 thousand$1.41 thousand44.5%
KEYS Keysight Technologies$346.53$2.32$2.87$0.55$1.72 thousand$1.71 thousand31.5%
RERE ATRenew$4.69$0.07$0.08$0.01$893.46$856.02
THR Thermon Group$65.77$0.56$0.55($0.01)$148.33$137.8510.6%
TOL Toll Brothers$134.31$2.58$2.72$0.14$2.53 thousand$2.42 thousand-7.6%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
ALCY Alchemy Investments Acquisition Corp 11/1/2000Afternoon
AURA Aura Biosciences8/12/2026Morning
COAG Hemab Therapeutics1/1/2000Morning
COCP Cocrystal Pharma5/21/2026Morning
CPRT Copart5/21/2026Afternoon
CVCO Cavco Industries7/30/2026Afternoon
EHLD Euroholdings1/1/2000Morning
ESEA Euroseas5/27/2026Morning
GGR Gogoro8/6/2026Morning
HLNE Hamilton Lane8/4/2026Morning
ROST Ross Stores5/21/2026Afternoon
SCVL Shoe Carnival5/21/2026Morning
SEED Origin Agritech5/1/2026Morning
SJ Scienjoy5/5/2026Morning
SUUN PowerBank5/21/2026Afternoon
HOV Hovnanian Enterprises5/21/2026Morning
HSHP Himalaya Shipping8/11/2026Morning
LSPD Lightspeed Commerce7/30/2026Morning
MUFG Mitsubishi UFJ Financial Group8/4/2026Morning
NMM Navios Maritime Partners5/21/2026Morning
RL Ralph Lauren8/6/2026Morning
TEN Tsakos Energy Navigation5/21/2026Morning
WMS Advanced Drainage Systems8/6/2026Morning
WSM Williams-Sonoma5/21/2026Morning
ZKH ZKH Group5/21/2026Morning
CVALF Covalon Technologies5/21/2026Morning
CYGIY CyberAgent5/13/2026Morning
CYRBY Cyrela Brazil Realty1/1/2000Morning
LNVGY Lenovo Group8/12/2026Afternoon
PBSFY Prosiebensat.1 Media8/6/2026Morning
SHWDY Resonac3/24/2026Morning
TKLS Trutankless1/1/2000Afternoon
VIAAY Flughafen Wien5/21/2026Morning
CAE CAE8/11/2026Afternoon
CATO Cato5/21/2026Morning
DAO Youdao5/21/2026Morning
DAVA Endava5/21/2026Morning
DE Deere & Company5/21/2026Morning
DECK Deckers Outdoor7/23/2026Afternoon
FLO Flowers Foods5/21/2026Afternoon
USEA United Maritime8/5/2026Morning
WDAY Workday5/21/2026Afternoon
WMT Walmart5/21/2026Morning
ZM Zoom Communications5/21/2026Afternoon
AAP Advance Auto Parts5/21/2026Morning
BAH Booz Allen Hamilton7/24/2026Morning
BJ BJ's Wholesale Club5/22/2026Morning
FRO Frontline5/22/2026Morning
GSL Global Ship Lease8/4/2026Morning
SY So-Young International5/22/2026Morning
EMAT Welsbach Technology Metals Acquisition1/1/2000Morning
AREC American Resources5/25/2026Afternoon
ABVX Abivax5/25/2026Afternoon
AGAE Allied Gaming & Entertainment5/25/2026Morning

MarketBeat Earnings Tools

Get Earnings Reports, Analysts' Forecasts, and Conference Call Transcripts.