Notes on earnings reactions, momentum, and the moves that follow the news.
Subscribe by RSSThe most anticipated earnings releases for the week of June 3, 2024 are CrowdStrike #CRWD, lululemon athletic #LULU, NIO #NIO, DocuSign #DOCU, GitLab #GTLB, Dollar Tree #DLTR, Hewlett Packard Enterprise #HPE, ChargePoint #CHPT, Samsara #IOT, and Victoria's Secret #VSCO.
The most anticipated earnings releases for the week of May 27, 2024 are Costco #COST, Salesforce #CRM, Dell Technologies #DELL, C3.ai #AI, UiPath #PATH, CAVA Group #CAVA, Zscaler #ZS, Abercrombie & Fitch #ANF, Marvell Technology #MRVL, and MongoDB #MDB.
The most anticipated earnings releases for the week of May 20, 2024 are NVIDIA #NVDA, Palo Alto Networks #PANW, Snowflake #SNOW, e.l.f. Beauty #ELF, Target #TGT, Li Auto #LI, ZIM Integrated Shipping #ZIM, Zoom Video #ZM, Trip.com #TCOM, and Pinduoduo #PDD.
The most anticipated earnings releases for the week of May 13, 2024 are Alibaba #BABA, Walmart #WMT, Nu Holdings #NU, Home Depot #HD, Applied Materials #AMAT, Baidu #BIDU, Nextracker #NXT, Cisco Systems #CSCO, JD.com #JD, and StoneCo #STNE.
The most anticipated earnings releases for the week of May 6, 2024 are Palantir #PLTR, Arm #ARM, Uber #UBER, Disney #DIS, Shopify #SHOP, Rivian #RIVN, Marathon Digital #MARA, Arista Networks #ANET, Spirit Airlines #SAVE, and SoundHound AI #SOUN.
The most anticipated earnings releases for the week of April 29, 2024 are Amazon #AMZN, AMD #AMD, Apple #AAPL, Supermicro #SMCI, SoFi #SOFI, PayPal #PYPL, Coinbase #COIN, Eli Lilly #LLY, Block #SQ, and Pfizer #PFE.
The most anticipated earnings releases for the week of April 22, 2024 are Tesla #TSLA, Meta Platforms #META, Microsoft #MSFT, Alphabet #GOOGL, Intel #INTC, Exxon Mobil #XOM, IBM #IBM, Visa #V, Ford Motor #F, and Boeing #BA.
The most anticipated earnings releases for the week of April 15, 2024 are Netflix #NFLX, TSMC #TSM, Bank of America #BAC, Goldman Sachs #GS, UnitedHealth Group #UNH, ASML #ASML, Johnson & Johnson #JNJ, United Airlines #UAL, American Express #AXP, and Morgan Stanley #MS.
The most anticipated earnings releases for the week of April 8, 2024 are Tilray #TLRY, Delta Air Lines #DAL, JPMorgan Chase #JPM, Aehr Test Systems #AEHR, Constellation Brands #STZ, WD-40 #WDFC, Wells Fargo #WFC, BlackRock #BLK, Citigroup #C, and Progressive #PGR
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Subscribe to readThe most anticipated earnings releases for the week of March 25, 2024 are GameStop #GME, Carnival #CCL, Direct Digital #DRCT, Rumble #RUM, Altimmune #ALT, Walgreens Boots Alliance #WBA, urban-gro #UGRO, Ouster #OUST, RH #RH, and Braze #BRZE.
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Subscribe to readThe most anticipated earnings releases for the week of March 18, 2024 are Micron Technology #MU, Nike #NKE, Pinduoduo #PDD, SAIC #SAIC, lululemon athletic #LULU, StoneCo #STNE, FedEx #FDX, Chewy #CHWY, Intuitive Machines #LUNR, and XPeng #XPEV
The most anticipated earnings releases for the week of March 11, 2024 are Adobe #ADBE, UiPath #PATH, Oracle #ORCL, SentinelOne #S, Archer-Daniels-Midland #ADM, Asana #ASAN, On Holding #ONON, Blink Charging #BLNK, ULTA Beauty #ULTA, and Dollar Tree #DLTR
The most anticipated earnings releases for the week of March 4, 2024 are CrowdStrike #CRWD, Broadcom #AVGO, NIO #NIO, GitLab #GTLB, Target #TGT, Costco #COST, Marvell Technology #MRVL, Sea #SE, MongoDB #MDB, and DocuSign #DOCU.
The most anticipated earnings releases for the week of February 19, 2024 are NVIDIA #NVDA, Block #SQ, Palo Alto Networks #PANW, Walmart #WMT, Rivian Automotive #RIVN, Etsy #ETSY, Vertiv #VRT, MercadoLibre #MELI, Carvana #CVNA, and Home Depot #HD
The most anticipated earnings releases for the week of February 12, 2024, are Shopify #SHOP, DraftKings #DKNG, Arista Networks #ANET, Coinbase #COIN, Datadog #DDOG, Roku #ROKU, Airbnb #ABNB, Upstart #UPST, The Trade Desk #TTD, and Coca-Cola #KO.
The most anticipated earnings release for the week of February 5, 2024 are Palantir Technologies #PLTR, PayPal #PYPL, Alibaba #BABA, Snap #SNAP, Caterpillar #CAT, Eli Lilly #LLY, Walt Disney #DIS, PepsiCo #PEP, McDonald's #MCD, and Uber Technologies #UBER.
What slowdown in autos? We had share gains in automotive as we are tied to the launch of new autos that are adding additional content; thus, we had record automotive revenue with 12% sequential growth.<br /><br />What slowdown in handsets? We saw healthy demand in Android, and slightly higher-than-expected handset units helped us report at the high end of guidance. We see global handset growth in 2024, our inventories are normalized with Android, and we now have both Apple and Samsung under contract.<br /><br/>Our overall product mix helped us improve margins, and we expect that to continue in the near term.<br /><br />Furthermore, the trough in IoT appears to be behind us, and it seems that everyone is now ready to join us on the quest to bring on-device AI to market.
We have a bunch of products, and we are growing our pipeline, but all that matters is our GLP-1 products and for a good reason; that’s where all of our growth is coming. Our studies show increasing evidence that once you start taking GLP-1, you will never stop, so we see a long period of demand outpacing supply. In fact, new competition from Eli Lilly (LLY) can’t even touch this supply/demand imbalance. Therefore, we are going to increase supply in 2024, but we won’t meet demand, so prices aren’t coming down anytime soon. The U.S. is hooked, and we are going after the rest of the world too.
The most anticipated earnings releases for the week of January 29, 2024 are AMD #AMD, Microsoft #MSFT, Amazon #AMZN, SoFi #SOFI, Apple #AAPL, Meta Platforms #META, Alphabet #GOOGL, Supermicro #SMCI, Boeing #BA, and Pfizer #PFE.
The most anticipated earnings releases for the week of January 22, 2024, are Tesla #TSLA, Netflix #NFLX, United Airlines #UAL, Verizon Communications #VZ, Intel #INTC, IBM #IBM, 3M #MMM, AT&T #T, ASML #ASML, and General Electric #GE.
The most anticipated earnings releases for the week of January 15, 2024 are Goldman Sachs #GS, TSMC #TSM, Morgan Stanley #MS, Alcoa #AA, Interactive Brokers #IBKR, Charles Schwab #SCHW, Applied Digital #APLD, SLB #SLB, Discover Financial Services #DFS, and Fifth Third Bancorp #FITB.
The most anticipated earnings releases for the week of January 8, 2024 are JPMorgan Chase #JPM, Tilray #TLRY, UnitedHealth #UNH, Delta Air Lines #DAL, Bank of America #BAC, Wells Fargo #WFC, Aehr Test Systems #AEHR, BlackRock #BLK, Acuity Brands #AYI, and Accolade #ACCD.
The most anticipated earnings releases for the week of January 1, 2024, are Walgreens Boots Alliance #WBA, Lamb Weston #LW, Constellation Brands #STZ, UniFirst #UNF, RPM International #RPM, Conagra #CAG, Cal-Maine Foods #CALM, Simulations Plus #SLP, Kura Sushi #KRUS, and Lindsay Manufacturing #LNN.