Earnings360 Newsletter for 5/29/2026

Earnings360 Newsletter for 5/29/2026
Earnings Highlights: ICLR, FUTU, BURL, LI, BBY, DLTR, MDB, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The SEC required SpaceX to name this company. They just did (ad)
One page of the SpaceX S-1 will move this stock overnight
When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities.

That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.
 
See the stock the S-1 revealed >>tc pixel
Top Earnings News
Snowflake and the Snowballing Impact of its AI Flywheel
Semtech’s Explosive Rally May Only Be Getting Started
This space stock is up 786% - and it just turned profitabletc pixel 
Bath & Body Works Stock Surged Despite Falling Sales—Here’s Why
Dick’s Sporting Goods Isn’t Done Winning Yet
Abercrombie Rallies as Strong Q1 Earnings Extend Winning Streak
Keysight: The AI and Defense Stock Seeing Big Price Target Boosts
Iran War Update: Trump’s Hand-Written Letter Reveals What Comes Nexttc pixel 
Zscaler Stock Drops 30%: Why the Dip Is a Buy Opportunity
AutoZone's Pullback Sets Up a Long-Term Buying Opportunity
After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch
Why Walmart’s Rally May Need a Reset

Friday, May 29 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BKE Buckle$43.46$0.74$0.92$0.18$288.74$287.686.1%
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The book outlines a repeatable process that works regardless of market conditions. Poulos says the free offer won't last, so the window to claim a copy is limited.
 
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Thursday, May 28 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$243.13$2.84$2.99$0.15$1.93 thousand$1.89 thousand18.4%
AEO American Eagle Outfitters$15.89$0.11$0.14$0.03$1.20 thousand$1.18 thousand9.7%
AMBA Ambarella$75.94$0.11$0.11$0.00$100.36$100.1216.9%
ASAN Asana$8.87$0.08$0.10$0.02$205.10$203.589.5%
ATS ATS$29.65$0.32$0.26($0.06)$535.09$529.43
BBY Best Buy$76.83$1.23$1.28$0.05$8.94 thousand$8.82 thousand1.9%
BURL Burlington Stores$316.81$1.80$2.01$0.21$2.86 thousand$2.80 thousand14.1%
CM Canadian Imperial Bank of Commerce$106.31$1.78$1.86$0.08$5.89 thousand$5.86 thousand14.0%
COST Costco Wholesale$948.61$4.93$4.93$0.00$70.53 thousand$70.53 thousand
DELL Dell Technologies$460.18$2.96$4.86$1.90$43.84 thousand$35.74 thousand87.5%
DLTR Dollar Tree$113.60$1.53$1.74$0.21$4.98 thousand$4.96 thousand7.2%
EKTAY Elekta$5.75 - $0.06 - $521.00$0.00
ESTC Elastic$66.24$0.56$0.61$0.05$450.68$446.6616.0%
FORTY Formula Systems (1985)$132.54 - $2.25 - $738.29$0.00
FUTU Futu$101.03$2.89$0.77($2.12)$694.17$761.35
GAP GAP$21.01$0.39$0.38($0.01)$3.50 thousand$3.52 thousand1.0%
HQY HealthEquity$91.11$1.11$1.24$0.13$354.64$352.027.2%
HRL Hormel Foods$23.17$0.35$0.40$0.05$2.97 thousand$2.96 thousand2.6%
KRKNF Kraken Robotics$5.64$0.00($0.01)($0.01)$15.60$18.30
KSS Kohl's$14.83($0.18)($0.13)$0.05$3.17 thousand$2.99 thousand-1.7%
LI Li Auto$14.86($0.27)($0.15)$0.11$3.33 thousand$3.17 thousand-11.4%
MDB MongoDB$374.17$1.19$1.32$0.13$687.62$664.5325.2%
NAT Nordic American Tankers$5.22$0.16$0.17$0.01$77.51$81.86
NGL NGL Energy Partners$17.28$0.18($0.71)($0.89)$949.51$941.52
NTAP NetApp$174.13$2.27$2.03($0.24)$1.95 thousand$1.87 thousand12.5%
OKTA Okta$136.25$0.85$0.91$0.06$765.00$751.8411.2%
PATH UiPath$12.64$0.15$0.15$0.00$418.38$397.5417.3%
PLAB Photronics$32.30$0.53$0.42($0.11)$209.94$216.47-.5%
PLUS ePlus$82.80$0.98$1.00$0.02$581.63$569.25
REX REX American Resources$48.46$0.14$0.56$0.42$156.50$167.23
RY Royal Bank Of Canada$189.35$2.81$2.84$0.03$12.84 thousand$12.74 thousand11.4%
S SentinelOne$18.08$0.02$0.04$0.02$276.66$277.3220.8%
TD Toronto Dominion Bank$112.18$1.63$1.74$0.11$11.80 thousand$11.04 thousand-31.1%
UVV Universal$53.33$1.08($0.46)($1.54)$715.24$728.20
WB Weibo$8.00$0.36$0.34($0.02)$421.33$416.766.1%
XPEV XPENG$17.58($0.11)($0.27)($0.16)$1.89 thousand$1.87 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
FNGR FingerMotion6/3/2026Morning
SAIC Science Applications International6/1/2026Morning
KEN Kenon5/27/2026Morning
DG Dollar General6/2/2026N/A
GTLB GitLab6/2/2026Afternoon
ULTA Ulta Beauty6/2/2026Afternoon
ICLR Icon6/3/2026Afternoon
AI C3.ai6/3/2026N/A
M Macy's6/3/2026N/A

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