Earnings360 Newsletter for 11/26/2024

Earnings360 Newsletter for 11/26/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Gilder: Don’t Buy AI Stocks, Do This Instead (ad)
Gilder: Don’t Buy AI Stocks, Do This Instead
Trump’s $200 Billion Revolution Changes Everything AI

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What to Expect From CrowdStrike's Earnings: Market's Take
MarketBeat Week in Review – 11/18 - 11/22
AI runs on copper - and supply takes 20 years to buildtc pixel 

Tuesday, November 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADI Analog Devices$318.34$1.64$1.67$0.03$2.44 thousand$2.41 thousand-10.1%
ADSK Autodesk$238.08$2.12$2.17$0.05$1.57 thousand$1.56 thousand11.0%
AMBA Ambarella$50.54$0.04$0.11$0.07$82.65$79.0163.4%
ANF Abercrombie & Fitch$92.36$2.32$2.50$0.18$1.21 thousand$1.19 thousand14.4%
BBY Best Buy$64.55$1.30$1.26($0.04)$9.45 thousand$9.63 thousand-3.2%
BURL Burlington Stores$329.00$1.54$1.55$0.01$2.53 thousand$2.55 thousand10.5%
CDLR Cadeler A/S$24.05$0.34$0.35$0.01$0.00$0.00
DELL Dell Technologies$174.06$1.83$2.15$0.32$24.37 thousand$24.67 thousand9.5%
DKS DICK'S Sporting Goods$191.67$2.68$2.75$0.07$3.06 thousand$3.03 thousand.5%
HPQ HP$19.50$0.93$0.93$0.00$14.06 thousand$13.99 thousand1.7%
HTHT H World Group$52.21$0.67$0.58($0.09)$0.00$0.00
IREN IREN$34.77($0.11)($0.22)($0.11)$0.00$0.00
JWN Nordstrom$24.68$0.22$0.33$0.11$3.35 thousand$3.34 thousand4.6%
KSS Kohl's$12.80$0.28$0.20($0.08)$3.71 thousand$3.64 thousand-8.5%
KT KT$21.51 - $0.54 - $0.00$0.00
SJM J. M. Smucker$95.54$2.51$2.76$0.25$2.27 thousand$2.27 thousand17.2%
TEN Tsakos Energy Navigation$40.20$1.28$0.67($0.61)$0.00$0.00
URBN Urban Outfitters$64.57$0.85$1.10$0.25$1.36 thousand$1.34 thousand6.3%
VFS VinFast Auto$4.54($0.26)($0.23)$0.03$0.00$0.00
WDAY Workday$132.26$1.76$1.89$0.13$2.16 thousand$2.13 thousand15.8%
YY JOYY$58.50$0.79$1.01$0.22$0.00$0.00
10,000 satellites. $1.5 trillion IPO. 7 stocks. (ad)
10,000 satellites. $1.5 trillion IPO. 7 stocks.
SpaceX just crossed 10,000 Starlink satellites in orbit and is targeting a June IPO at a reported $1.5 trillion valuation on $24 billion in revenue - the largest in history.

When SpaceX prices, it sets a new valuation floor for the entire space sector. Seven public space stocks currently trading at a steep discount to that benchmark may be mispriced right now.
 
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Monday, November 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
A Agilent Technologies$115.44$1.41$1.46$0.05$1.70 thousand$1.67 thousand.8%
BBWI Bath & Body Works$18.59$0.46$0.49$0.03$1.61 thousand$1.58 thousand3.1%
BLBD Blue Bird$58.63$0.73$0.73$0.00$0.00$0.00
BLBD Blue Bird$58.63$0.73$0.73$0.00$350.21$0.00
CENT Central Garden & Pet$35.81($0.22)($0.18)$0.04$669.49$707.83-10.8%
CENTA Central Garden & Pet$31.54($0.20)($0.18)$0.02$669.49$0.00
FLNC Fluence Energy$13.30$0.23$0.34$0.11$1.23 thousand$1.28 thousand82.5%
HSAI Hesai Group$20.63 - ($0.05) - $0.00$0.00
NATL NCR Atleos$43.75 - $1.77 - $1.07 thousand$0.00
NJR NewJersey Resources$55.92$0.89$0.89$0.00$395.78$406.9719.5%
SMTC Semtech$82.65$0.23$0.26$0.03$236.80$232.8917.9%
TBBB BBB Foods$36.26$0.03$0.10$0.07$0.00$0.00
WWD Woodward$371.78$1.22$1.41$0.19$855.00$810.3910.0%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
BOSC B.O.S. Better Online Solutions6/2/2026Morning
YI 1115/21/2026Morning
FRO Frontline5/29/2026Morning
ARBE Arbe Robotics5/19/2026Morning
BMA Macro Bank4/20/2026Afternoon
PRE Prenetics Global6/11/2026Morning
FLX BingEx5/21/2026Morning
QSG QuantaSing Group1/1/2000Morning
HAFN Hafnia5/27/2026Morning
GOGL Golden Ocean Group1/1/2000Morning
IAALF IBC Advanced Alloys1/1/2000Afternoon
EKTAY Elekta5/27/2026Afternoon
ISNPY Intesa Sanpaolo4/13/2026Afternoon
CSIOY Casio Computer5/7/2026Morning
ENLV Enlivex Therapeutics3/30/2026Afternoon
GLBS Globus Maritime6/15/2026Afternoon
NAT Nordic American Tankers5/25/2026Afternoon
MNSO MINISO Group5/22/2026Morning
VSQTF Victory Square Technologies4/30/2026Afternoon
NEXCF Nextech3D.AI2/27/2026Afternoon
BNXTF BioNxt Solutions1/1/2000During Market Hours

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