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Post-earnings reports for every name we've published. What happened, so what, and what to do next. No sign-in required.
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- TOURTuniu Corporation Sponsored ADREarnings Jun 11, 202675 · High convictionbull 49%
Tuniu shares drop 5.2% post-Q1 report amid absent EPS data and cautious outlook
Tuniu's stock declined 5.2% following its Q1 2026 earnings release without reported EPS, reflecting investor caution despite 13% revenue growth and strong growth outlook. Valuation remains attractive but quality metrics are weak, with insider buying and buy-tilted analyst consensus supporting a watchful stance.
Read full reportarrow_forward - ADBEAdobe Inc.Earnings Jun 11, 202685 · High convictionbull 52%
Adobe beats Q2 EPS estimates by 2.6% but shares fall 6.8% amid valuation and competition concerns
Adobe reported Q2 EPS of $5.96 versus $5.81 estimated, a 2.6% beat, but shares declined 6.8% on June 11 despite strong fundamentals. The stock trades well below its 50- and 200-day SMAs with an oversold RSI of 29.4. Analysts maintain a hold rating with a $261 target, reflecting mixed sentiment amid skepticism on AI growth and competitive pressures.
Read full reportarrow_forward - VSCOVictoria's Secret & Co.Earnings Jun 10, 202675 · High convictionbull 49%
Victoria's Secret shares rise 6.1% post-Q1 earnings without EPS disclosure
Victoria's Secret & Co. reported Q1 earnings on June 10, 2026, with no EPS disclosed yet; shares gained 6.1% amid solid valuation and strong institutional ownership.
Read full reportarrow_forward - ORCLOracle CorporationEarnings Jun 10, 202685 · High convictionbull 50%
Oracle beats Q4 EPS estimates by 7.5%, shares rise modestly amid mixed outlook
Oracle reported Q4 EPS of $2.11, beating estimates of $1.96 by 7.5%. The stock traded slightly higher post-earnings. Despite the beat, concerns remain over heavy FY27 capex and AI spending impacting leverage and cash flow.
Read full reportarrow_forward - CHWYChewyEarnings Jun 10, 202675 · High convictionbase 41%
Chewy reports in-line Q1 EPS of $0.43; stock rises 2.9% on autoship sales strength
Chewy delivered Q1 EPS of $0.43, matching estimates, with autoship sales growth offsetting cautious consumer trends. The stock gained 2.9% post-earnings amid mixed momentum and solid institutional backing. Investors should monitor next quarter's autoship growth and margin trends for directional cues.
Read full reportarrow_forward - CGNTCognyte Software LtdEarnings Jun 10, 202675 · High convictionbull 42%
Cognyte Software's Q1 earnings released; no EPS reported, stock slightly down
Cognyte Software Ltd reported Q1 earnings on June 10, 2026, without disclosing actual EPS. The stock traded slightly lower by 0.23% on the report day. Analysts maintain a buy rating with a $12.33 target price, reflecting confidence in strong EPS growth prospects despite recent weak momentum.
Read full reportarrow_forward - SJMThe J.M. Smucker CompanyEarnings Jun 9, 202685 · High convictionbull 42%
SJM beats EPS estimates by 37.5% but stock dips slightly amid cautious sales outlook
The J.M. Smucker Company reported Q4 EPS of $3.63 versus $2.64 estimated, a 37.5% beat, but shares fell 0.3% post-earnings. Despite strong EPS growth, revenue growth remains weak at 3.7% TTM, and management signals margin pressures and cautious sales guidance. Institutional ownership remains high at 91.8%, with a forward P/E of 10.8 indicating relative valuation strength.
Read full reportarrow_forward - GTLBGitLab Inc.Earnings Jun 9, 202675 · High convictionbull 48%
GitLab shares dip post-earnings with no EPS reported; strong revenue growth contrasts mixed fundamentals
GitLab reported earnings on June 9, 2026, without disclosing actual EPS, while the stock declined about 2.15% over three days. Despite solid revenue growth of 24.9% TTM and strong institutional ownership at 81.75%, the company faces weak profitability metrics and heavy short interest near 14.5%. Analyst consensus remains hold with a $33.90 target price, reflecting cautious optimism amid mixed signals.
Read full reportarrow_forward - GMEGameStopEarnings Jun 9, 202675 · High convictionbull 48%
GameStop shares dip post-earnings amid $2B buyback and mixed growth signals
GameStop reported earnings on June 9, 2026, with no EPS data available yet. The stock declined about 1.85% to $21.77 amid uncertainty around growth and buyback impact. The company announced a $2 billion buyback, signaling a shift toward a cash-rich holding company despite weak revenue growth and high short interest.
Read full reportarrow_forward - CNMCore & MainEarnings Jun 9, 202685 · High convictionbear 38%
Core & Main reports in-line Q2 EPS of $0.56; shares drop 3.5% amid mixed growth signals
Core & Main reported Q2 EPS of $0.56, slightly below the $0.57 estimate, with shares declining 3.5% post-earnings. Despite in-line earnings, revenue growth remains weak at 2.8% TTM, below sector average. Valuation is attractive with a P/E of 20.5, 36% cheaper than sector peers. Investors should monitor upcoming earnings on September 24 for guidance clarity amid sector headwinds.
Read full reportarrow_forward - ASOAcademy Sports + OutdoorsEarnings Jun 9, 202685 · High convictionbull 50%
Academy Sports + Outdoors Q1 EPS beats estimates; stock dips amid margin concerns
Academy Sports + Outdoors reported Q1 EPS of $0.93, beating estimates by 2.6%, but shares fell 2.5% post-earnings on margin pressure concerns. Guidance tone remains cautious amid consumer demand risks.
Read full reportarrow_forward - CMTLComtech Telecommunications CorpEarnings Jun 8, 202675 · High convictionbull 50%
Comtech Telecommunications shares rise 7% post-earnings despite no EPS disclosure
Comtech Telecommunications Corp reported Q2 2026 earnings without releasing EPS, yet shares gained nearly 7% amid positive analyst sentiment and solid technical positioning. The stock trades above its 50- and 200-day SMAs, supported by a 16.7% EPS growth forecast and a 30% upside to analyst target price of $6.00. Institutional ownership remains strong at 50.5%, while operating margin and ROE metrics indicate ongoing quality challenges. Investors should monitor upcoming contract announcements and next earnings for confirmation of growth trajectory.
Read full reportarrow_forward - CASYCasey'sEarnings Jun 8, 202685 · High convictionbull 42%
Casey's Q4 EPS beats by 31%, shares steady amid overbought conditions
Casey's reported Q4 EPS of $4.37, beating estimates by 31%, with shares nearly flat post-earnings. Despite a strong earnings surprise, valuation remains rich with a forward P/E of 39.6 and RSI indicating overbought conditions. Institutional ownership is high at 88%, and analysts maintain a buy rating with a target near current price levels. Investors should watch upcoming fiscal 2027 execution updates for growth confirmation amid stretched valuation risks.
Read full reportarrow_forward - ABMABM Industries IncEarnings Jun 5, 202685 · High convictionbull 42%
ABM Industries beats EPS estimates with $0.90 vs $0.88, shares dip slightly post-report
ABM Industries reported Q2 EPS of $0.90, beating estimates by 2.3%, but shares declined 0.26% to $42.43. The stock trades at a 50% lower P/E than sector peers, reflecting value appeal amid mixed growth and margin pressures. Investors should monitor execution in Manufacturing & Technical Solutions and margin trends in Business & Industry and Aviation segments for near-term direction.
Read full reportarrow_forward - ROIVRoivant Sciences LtdEarnings Jun 4, 202675 · High convictionbull 49%
Roivant Sciences shares rose 4.6% post-earnings despite no reported EPS, supported by strong analyst buy ratings
Roivant Sciences reported Q1 2026 results without disclosed EPS, with shares gaining 4.6% on June 4. Analysts maintain a buy consensus with a $36.53 average target, reflecting confidence despite weak recent revenue trends. Institutional ownership remains high at 73%, while forward EPS growth is projected at 21.8%.
Read full reportarrow_forward - MOVMovado Group Inc.Earnings Jun 4, 202675 · High convictionbull 49%
Movado Group shares rise 6.2% post-earnings with strong analyst buy ratings
Movado Group's stock gained 6.2% following its April-quarter earnings release, despite no reported EPS data. Analysts maintain a buy consensus with a 24% upside to target price, supported by strong EPS growth forecasts and solid valuation metrics.
Read full reportarrow_forward - LELands' End Inc.Earnings Jun 4, 202675 · High convictionbull 47%
Lands' End posts quiet earnings with no EPS disclosed; shares rise modestly amid mixed signals
Lands' End reported its April 2026 quarter without releasing EPS, shares rose 0.97% to $12.47, reflecting cautious optimism despite weak revenue trends and strong forward EPS growth estimates.
Read full reportarrow_forward - GAPGap Inc.Earnings Jun 4, 202675 · High convictionbull 48%
Gap Inc. shares rose 3.6% post-earnings despite no reported EPS; valuation remains attractive
Gap Inc. reported Q1 2026 earnings without disclosed EPS, shares gained 3.6% on June 4. Valuation metrics show a low P/E of 8.6 and a 27% upside to analyst targets. Growth signals are mixed with modest revenue growth but solid EPS growth forecast. Investors await next earnings on May 28 for clearer guidance.
Read full reportarrow_forward - FUTUFutu Holdings Limited - ADREarnings Jun 4, 202675 · High convictionbull 48%
Futu Holdings Limited posts earnings with limited details; shares rise 2.8% amid cautious sentiment
Futu Holdings Limited reported Q1 2026 earnings on June 4 without disclosed EPS figures. The stock rose 2.8% to $95.53 despite weak recent momentum and regulatory concerns. Valuation remains attractive with a forward P/E of 8.1 and strong analyst buy consensus. Growth remains solid but momentum challenges persist. Investors await impact of Kalshi partnership rollout as a key catalyst.
Read full reportarrow_forward - DOOBRP IncEarnings Jun 4, 202675 · High convictionbull 48%
BRP Inc Q1 2027 Earnings Reported; Stock Up 1.93% Amid Steady Analyst Sentiment
BRP Inc reported Q1 2027 earnings without disclosed EPS; stock rose 1.93% post-report. Analysts maintain a hold rating with a $67.59 target price. The company shows strong long-term EPS growth (+49.35% next year) but recent quarter-over-quarter EPS growth weakened (-11.1%). Valuation is attractive with a forward P/E of 17.3, 15% below sector average. Momentum indicators are mixed, and leverage remains high (Debt/Equity 4.19).
Read full reportarrow_forward - BURLBurlington StoresEarnings Jun 4, 202675 · High convictionbase 50%
Burlington Stores shares fell 1.53% post Q1 report with no EPS disclosed; growth outlook remains solid
Burlington Stores reported Q1 results without EPS disclosure; shares declined 1.53% on June 4. Analysts maintain a buy consensus with a $371 target price, reflecting confidence in 17.3% EPS growth next year despite below-average operating margin and leverage concerns. The stock trades above key moving averages, signaling technical strength amid moderate short interest and net insider selling.
Read full reportarrow_forward - BF.BBrown–FormanEarnings Jun 4, 202665 · Moderatebear 42%
Brown-Forman Q4 EPS missed estimates despite sales growth and margin gains
Brown-Forman reported Q4 results showing a sales increase but an EPS miss, reflecting margin pressure and operating income decline. The stock reaction was muted due to lack of reported EPS and price data. Investors should monitor upcoming margin trends and operating income for clarity on profitability trajectory.
Read full reportarrow_forward - ZUMZZumiez Inc.Earnings Jun 4, 202675 · High convictionbull 47%
Zumiez Q1 EPS missed estimates at -$0.82 vs -$0.81, shares slightly up post-earnings
Zumiez reported Q1 EPS of -$0.82, missing estimates by 1.65%. Despite the miss, shares rose 0.6% on June 4. Institutional ownership remains strong at 80.7%, but operating margin and ROE remain weak. Forward EPS growth is robust at 59.3%, with valuation metrics indicating relative cheapness versus sector averages.
Read full reportarrow_forward - WOOFPetco Health and Wellness Company, Inc.Earnings Jun 4, 202675 · High convictionbull 42%
Petco misses EPS estimate with -$0.05 vs -$0.01, shares flat post-earnings
Petco reported Q2 EPS of -$0.05, missing the consensus estimate of -$0.01 by 400%. Despite the miss, the stock price remained stable near $2.83. The company’s fundamentals show strong earnings growth but weak revenue trends and quality metrics, reflecting execution risks. Investors should monitor progress on the 'Reach For The Sky' growth initiative as a key catalyst for turnaround confirmation.
Read full reportarrow_forward - TTCThe Toro CompanyEarnings Jun 4, 202685 · High convictionbull 50%
Toro beats Q2 EPS estimates by 6.7%, shares rise modestly amid mixed growth signals
The Toro Company reported Q2 EPS of $1.60 versus $1.50 estimated, a 6.7% beat. Shares rose about 1% post-earnings. Despite the beat, trailing revenue and EPS growth remain weak, with mixed growth metrics and solid margin performance. Valuation is attractive relative to sector averages, supported by strong institutional ownership and capital efficiency.
Read full reportarrow_forward - TTANServiceTitan, Inc.Earnings Jun 4, 202685 · High convictionbull 51%
ServiceTitan beats EPS estimates by 34%, shares dip 4.4% post-earnings
ServiceTitan reported Q2 EPS of $0.37, beating estimates of $0.28 by 34%, but shares declined 4.4% amid weak profitability metrics and heavy short interest.
Read full reportarrow_forward - RBRKRubrik, Inc.Earnings Jun 4, 202685 · High convictionbull 42%
Rubrik beats EPS estimates with $0.16 vs -$0.03, shares modestly up post-earnings
Rubrik reported Q2 EPS of $0.16, significantly beating the $-0.03 estimate, reflecting strong operational execution. The stock traded slightly higher post-earnings, supported by solid revenue growth and positive analyst sentiment despite high valuation and weak margins. Investors should monitor next-quarter revenue and ARR updates for growth sustainability and margin improvement.
Read full reportarrow_forward - PDPagerDuty Inc.Earnings Jun 4, 202675 · High convictionbull 42%
PagerDuty shares edged down post-earnings with no EPS disclosed; revenue growth remains weak
PagerDuty reported earnings on June 4 without releasing EPS, shares declined slightly by 0.34%, reflecting investor caution amid weak revenue growth and high leverage despite strong EPS growth and capital efficiency.
Read full reportarrow_forward - NXQuanex Building Products CorporationEarnings Jun 4, 202685 · High convictionbull 52%
Quanex Building Products beats EPS estimates by 23.5%, shares rise 6.6% post-earnings
Quanex reported Q2 EPS of $0.25 versus $0.20 estimate, a 23.5% beat, driving a 6.6% stock gain despite mixed quality metrics and margin concerns.
Read full reportarrow_forward - LULULululemon Athletica Inc.Earnings Jun 4, 202685 · High convictionbull 50%
Lululemon EPS beats estimates by 1%, but growth remains weak
Lululemon reported Q2 EPS of $1.69, beating estimates by 1.02%, with shares rising 2.45% post-earnings; growth metrics remain subdued and guidance tone cautious.
Read full reportarrow_forward - IOTSamsara Inc. Class A Common StockEarnings Jun 4, 202685 · High convictionbull 50%
Samsara beats Q1 EPS estimates by 31%, shares dip slightly post-earnings
Samsara reported Q1 EPS of $0.17, beating estimates of $0.13 by 31%, but shares fell 1.16% amid mixed quality signals and high valuation.
Read full reportarrow_forward - IDTIDT CorporationEarnings Jun 4, 202685 · High convictionbull 50%
IDT beats Q2 EPS estimates by 5.6% but shares dip slightly post-report
IDT reported Q2 EPS of $0.94 versus $0.89 consensus, a 5.6% beat; shares fell 0.83% on modest profit-taking despite strong quality metrics and undervaluation.
Read full reportarrow_forward - ESTCElastic N.V.Earnings Jun 4, 202675 · High convictionbull 47%
Elastic N.V. posts strong growth but shares dip post-earnings amid absent EPS data
Elastic reported earnings on June 4, 2026, without disclosed EPS, triggering a near 1% stock decline despite strong growth metrics and favorable valuation. Institutional ownership remains high at 87.4%, but momentum indicators show mixed signals. Investors await detailed earnings disclosures and guidance for clearer direction.
Read full reportarrow_forward - DOCUDocusignEarnings Jun 4, 202675 · High convictionbull 47%
Docusign Q1 EPS beats estimates by 10%, but cautious ARR growth and IAM concerns weigh
Docusign reported Q1 EPS of $1.09, beating estimates by 10%, yet the stock declined 1.3% amid cautious guidance on ARR growth and uncertainty around IAM platform adoption.
Read full reportarrow_forward - CIENCienaEarnings Jun 4, 202685 · High convictionbull 50%
Ciena beats Q2 EPS estimates by 12.3%, shares rise 2.4% amid strong growth signals
Ciena reported Q2 EPS of $1.64 versus $1.46 estimated, a 12.3% beat, driving a 2.4% stock gain. Despite a high P/E of 148.2, growth metrics remain robust with 47.4% EPS next year growth forecast. Institutional ownership is strong at 96.5%, but recent insider selling and a 15.5% ROE suggest caution. Investors should watch upcoming quarterly revenue and margin execution for growth sustainability.
Read full reportarrow_forward - BBWBuild A Bear Workshop IncEarnings Jun 4, 202675 · High convictionbull 42%
Build-A-Bear Workshop shares show mild post-earnings stability amid mixed growth signals
Build-A-Bear Workshop reported earnings on June 4 without EPS disclosure; stock edged up 0.27% post-print. Valuation remains attractive with a forward P/E of 7.83, but growth metrics lag sector averages. Institutional ownership is strong at 102.8%, while heavy short interest (26.5%) and insider selling persist. Investors await clearer guidance or catalysts to confirm growth trajectory.
Read full reportarrow_forward - AVOMission Produce IncEarnings Jun 4, 202685 · High convictionbear 39%
Mission Produce Q4 EPS misses estimates by 269.5%, shares dip slightly post-earnings
Mission Produce reported Q4 EPS of -$0.10 versus an estimate of $0.06, missing by 269.5%. The stock declined about 1% following the earnings release. Despite a buy-tilted analyst consensus with a $17.5 target, weak revenue and EPS growth trends persist, and valuation remains mixed with a rich trailing P/E but cheaper forward P/E. Investors should watch for signs of margin recovery or integration progress from the recent Calavo acquisition.
Read full reportarrow_forward - AEOAmerican Eagle Outfitters IncEarnings Jun 4, 202675 · High convictionbase 41%
American Eagle Outfitters shares rose 4.3% post-earnings despite unavailable EPS, signaling positive market sentiment
American Eagle Outfitters reported Q1 2026 earnings without EPS disclosure; stock gained 4.3% on June 4, reflecting investor optimism amid solid valuation and growth metrics. Analysts maintain a hold rating with a $20.13 target price. Key fundamentals include 10.7% EPS growth forecast and a low forward P/E of 9.4, supporting a constructive outlook. Upcoming May 28 earnings will be critical to confirm momentum.
Read full reportarrow_forward - MOMOHello Group Inc. Sponsored ADREarnings Jun 4, 202685 · High convictionbull 50%
Hello Group Inc. beats Q1 EPS estimates by 31%, shares dip 1.75% post-earnings
Hello Group reported Q1 EPS of $2.05 versus $1.56 estimated, a 31% beat, but shares fell 1.75% amid weak growth trends and valuation concerns.
Read full reportarrow_forward - COOCooper Companies (The)Earnings Jun 4, 202685 · High convictionbull 53%
Cooper Companies beats Q2 EPS estimates by 10%, shares rise 8.6%
Cooper Companies reported Q2 EPS of $1.21 versus $1.10 estimate, a 10% beat, driving an 8.6% stock price increase. Institutional ownership remains strong at 106%, with mixed growth metrics and solid valuation signals. Investors should monitor next quarter's EPS growth and margin trends for confirmation of sustainable improvement.
Read full reportarrow_forward - GCOGenesco Inc.Earnings Jun 3, 202675 · High convictionbull 51%
Genesco shares rally 9.5% post-Q1 2027 earnings despite unavailable EPS data
Genesco's stock surged 9.5% following Q1 2027 results with 3% revenue growth driven by Journeys' 5% comps and 21 new stores, offset by Schuh's 9% sales decline. EPS was not reported. Valuation remains attractive with forward P/E 27% below sector. Investors await June 3 earnings and guidance for growth clarity.
Read full reportarrow_forward - DLTRDollar TreeEarnings Jun 3, 202675 · High convictionbear 39%
Dollar Tree shares rise 4.1% post Q4 earnings with solid valuation and growth outlook
Dollar Tree's stock gained 4.1% following its Q4 earnings report despite unavailable EPS data, supported by a favorable valuation discount and solid growth metrics. Management did not provide explicit guidance, leaving near-term catalysts centered on the upcoming May 28 earnings call. The company's strong return on equity and institutional backing contrast with weak revenue growth and high leverage risks.
Read full reportarrow_forward - VBNKVersaBankEarnings Jun 3, 202685 · High convictionbull 50%
VersaBank beats Q1 EPS estimates by 4.4% with $0.282 reported EPS
VersaBank reported Q1 EPS of $0.282, beating estimates by 4.4%, while shares rose modestly post-earnings. Despite the EPS beat, recent revenue growth remains below sector average and trailing EPS growth is negative. The stock trades above analyst targets with a mixed valuation profile: a high trailing P/E but a cheaper forward P/E. Investors should watch upcoming Q2 guidance for confirmation of the strong EPS growth forecast.
Read full reportarrow_forward - PVHPVH Corp.Earnings Jun 3, 202675 · High convictionbull 49%
PVH Corp. beats Q1 EPS estimates by 10.5%, shares rise 4.5% on earnings surprise
PVH reported Q1 EPS of $2.01 versus $1.82 estimated, a 10.5% beat; shares gained 4.5% post-earnings amid mixed growth signals and cautious outlook.
Read full reportarrow_forward - MDTMedtronic plcEarnings Jun 3, 202685 · High convictionbase 44%
Medtronic reports in-line Q4 EPS of $1.55; shares slightly up post-earnings
Medtronic's Q4 EPS came in at $1.55, marginally below the $1.56 estimate, with shares rising 0.1% post-report. Guidance tone was neutral, reflecting steady revenue growth but ongoing risks from the diabetes unit spinoff and neuromodulation recall.
Read full reportarrow_forward - FIVEFive BelowEarnings Jun 3, 202685 · High convictionbull 40%
Five Below Q1 EPS beats by 24%, shares rise 3.1% on strong profit growth
Five Below reported Q1 EPS of $2.22, beating estimates by 24.3%, with shares up 3.1% post-earnings. The company demonstrated strong earnings growth and margin expansion, supported by solid revenue growth of 25.9% TTM and EPS growth of 66.8% TTM. Analyst consensus remains buy-tilted with a target price 27.6% above current levels. Upcoming Q2 earnings will be key to confirm sustainability of growth and margins amid consumer discretionary risks.
Read full reportarrow_forward - CXMSprinklr Inc Class AEarnings Jun 3, 202675 · High convictionbear 40%
Sprinklr Inc Class A Q1 EPS misses estimate by 4.3%, shares modestly up post-earnings
Sprinklr reported Q1 EPS of $0.11, missing the consensus estimate of $0.115 by 4.3%. The stock rose slightly by 0.56% on the day of the report. Despite the EPS miss, the company showed modest revenue growth and margin strength, though margin pressures remain a concern. Forward catalysts include monitoring next quarter's revenue trends and margin sustainability.
Read full reportarrow_forward - CRWDCrowdStrike Holdings, Inc.Earnings Jun 3, 202685 · High convictionbull 52%
CrowdStrike beats EPS estimates by 2.8%, shares rally 6.8% post-earnings
CrowdStrike reported Q4 EPS of $1.10 versus $1.07 estimate, a 2.8% beat; shares rose 6.8% on strong growth signals despite weak profitability and high valuation.
Read full reportarrow_forward - AVGOBroadcom Inc.Earnings Jun 3, 202685 · High convictionbull 51%
Broadcom beats EPS estimates by 1.78% with AI revenue doubling to $8.4B
Broadcom reported Q1 EPS of $2.44, beating estimates by 1.78%, driven by 143% AI revenue growth to $8.4 billion. Despite margin pressure, management highlighted a $100 billion AI revenue opportunity next year and extended TPU design contracts with Alphabet through 2031. The stock rose 3.62% post-earnings amid a recent analyst downgrade signaling risk.
Read full reportarrow_forward - AGXArgan, Inc.Earnings Jun 3, 202685 · High convictionbull 50%
Argan, Inc. Q1 EPS beats by 39%, shares rise modestly amid valuation concerns
Argan reported Q1 EPS of $3.24, beating estimates by 38.9%, with shares up 0.77% post-earnings. Despite strong EPS growth and solid fundamentals, valuation remains stretched with a forward P/E of 45.7, double the sector average. Investors await the next earnings call for updated guidance to assess sustainability of growth.
Read full reportarrow_forward - DSGXDescartes Systems Group IncEarnings Jun 3, 202685 · High convictionbase 60%
Descartes Systems Group misses Q4 EPS by 100%, shares drop 4.5%
Descartes reported Q4 EPS of $0.00 versus an estimate of $0.63, missing expectations by 100%, causing a 4.5% share price decline. Despite solid growth metrics and strong institutional ownership, the EPS miss raises near-term concerns. Investors should monitor upcoming quarterly guidance and revenue trends for signs of recovery or further weakness.
Read full reportarrow_forward - ULTAUlta Beauty Inc.Earnings Jun 2, 202685 · High convictionbull 50%
Ulta Beauty beats EPS estimates by 12.3% with $7.74 reported EPS on June 2
Ulta Beauty reported EPS of $7.74 for fiscal Q2 ending April 30, beating estimates of $6.89 by 12.3%. The stock rose 1.2% post-earnings amid solid valuation and quality metrics but faces cautious profit growth outlook due to weak EPS growth trends.
Read full reportarrow_forward - SPWHSportsman's Warehouse Holdings Inc.Earnings Jun 2, 202685 · High convictionbull 50%
Q1 EPS beats estimates with narrower loss; revenue modestly above expectations
Sportsman's Warehouse reported Q1 EPS of -$0.39 versus -$0.495 estimated, a 21% positive surprise, with the stock up 2.4% post-earnings. Despite the beat, fundamentals remain weak with negative margins and high leverage, while valuation appears attractive relative to analyst targets.
Read full reportarrow_forward - PANWPalo Alto Networks, Inc.Earnings Jun 2, 202685 · High convictionbull 40%
Palo Alto Networks Q2 EPS beats by 6.25%, shares rally 6.2% on AI-driven growth optimism
Palo Alto Networks reported Q2 EPS of $0.85 versus $0.80 estimate, a 6.25% beat, with shares rising 6.2% post-earnings. Revenue grew 15% YoY to $2.6 billion, supported by AI-related demand. Despite premium valuation, management raised guidance, signaling confidence in growth sustainability.
Read full reportarrow_forward - OLLIOllie's Bargain Outlet Holdings Inc.Earnings Jun 2, 202685 · High convictionbase 45%
Ollie's Bargain Outlet beats Q1 EPS estimates by 4.6%, shares rally 6.8%
Ollie's reported Q1 EPS of $0.91 versus $0.87 estimate, driving a 6.8% stock gain. Management raised guidance supported by store expansion from 559 to 671 locations.
Read full reportarrow_forward - GWREGuidewire SoftwareEarnings Jun 2, 202685 · High convictionbull 40%
Guidewire Software beats EPS estimates by 11%, shares rise 1.7% post-earnings
Guidewire reported Q2 EPS of $0.82 versus $0.74 consensus, a 10.8% beat, with shares up 1.7% amid solid growth metrics but mixed technical signals.
Read full reportarrow_forward - SIGSignet Jewelers Ltd.Earnings Jun 2, 202685 · High convictionbull 51%
Signet Jewelers beats Q1 EPS estimates by 12.9%, shares fall 3% on profit-taking
Signet Jewelers reported Q1 EPS of $1.56 versus $1.38 estimated, a 12.9% beat, but shares declined 3% post-earnings. The company raised full-year EPS guidance, signaling confidence in profit growth despite modest revenue gains. Valuation remains attractive with P/E well below sector averages, but heavy short interest poses downside risk.
Read full reportarrow_forward - HPEHewlett Packard Enterprise CompanyEarnings Jun 2, 202685 · High convictionbull 50%
HPE beats EPS estimates by 49%, driven by $5B AI backlog but shares dip on overbought RSI
Hewlett Packard Enterprise reported Q2 EPS of $0.79 versus $0.53 estimate, a 49% beat fueled by strong AI infrastructure demand. Despite the beat, shares declined 1.78% amid an overbought technical state and mixed quality metrics. Forward P/E is attractive at 13.9x, supported by 17.7% EPS growth next year. Investors should monitor upcoming quarterly earnings for AI demand sustainability and margin trends.
Read full reportarrow_forward - DGDollar GeneralEarnings Jun 2, 202685 · High convictionbull 50%
Dollar General beats Q1 EPS estimates by 34%, shares dip slightly post-earnings
Dollar General reported Q1 EPS of $2.00 versus $1.49 estimated, a 34% beat, but shares fell 1.1% amid mixed market sentiment and below-average operating margins.
Read full reportarrow_forward - DCIDonaldson CompanyEarnings Jun 2, 202685 · High convictionbase 60%
Donaldson Company Q3 EPS misses estimate at $0.00 vs $1.05 expected
Donaldson reported Q3 EPS of $0.00, missing estimates by 100%, with shares down slightly post-earnings. The market is pricing in concerns over earnings volatility despite solid dividend coverage and institutional ownership. Investors should monitor next quarterly earnings for signs of dividend sustainability amid earnings weakness.
Read full reportarrow_forward - CTRNCiti Trends IncEarnings Jun 2, 202685 · High convictionbull 50%
Citi Trends Q1 EPS beats by 243%, shares dip slightly post-earnings
Citi Trends reported Q1 EPS of $1.08 versus $0.32 estimate, a 243% beat; shares fell 0.6% despite strong earnings growth. The stock trades above its 50- and 200-day SMAs but below analyst target price of $70.50. Operating margin remains weak and debt/equity is elevated, tempering quality despite strong EPS growth.
Read full reportarrow_forward - UECUranium Energy Corp.Earnings Jun 1, 202675 · High convictionbull 52%
UEC shares rally 12.8% post-earnings despite absent EPS data and weak recent growth
Uranium Energy Corp. reported Q1 2026 earnings without EPS disclosure; shares rose 12.8% on strong analyst buy ratings and high institutional ownership despite weak revenue and profitability trends.
Read full reportarrow_forward - CPBCampbell's Company (The)Earnings Jun 1, 202675 · High convictionbear 40%
Campbell's Q3 estimates indicate ongoing sales and earnings pressure; shares declined post-report
Campbell's reported Q3 earnings with no EPS data available; shares fell 0.66% amid weak growth signals and cautious guidance. Valuation remains cheap but growth outlook is negative, with EPS expected to decline nearly 10% next year. The market reflects mixed sentiment with heavy short interest and a hold-tilted analyst consensus.
Read full reportarrow_forward - SAICScience Applications International Corporation Common StockEarnings Jun 1, 202685 · High convictionbull 50%
SAIC Q1 EPS beats by 42% with modest 1.5% revenue growth, shares rise modestly
SAIC reported Q1 adjusted EPS of $3.23, beating estimates of $2.26 by 42%, while revenue grew 1.5% to $1.906 billion, reflecting operational strength amid weak top-line growth. Shares rose about 1.2% post-earnings. Market focus shifts to fiscal 2027 guidance for growth clarity.
Read full reportarrow_forward - CRDOCredo Technology Group Holding LtdEarnings Jun 1, 202685 · High convictionbull 52%
Credo Technology beats EPS by 12.6% but shares fall 6.3% amid profit-taking
Credo Technology reported Q2 EPS of $1.16, beating estimates of $1.03 by 12.6%, but shares declined 6.3% to $214.60. The stock trades above its 50- and 200-day SMAs with a strong growth profile and solid valuation metrics. Investors are digesting the EPS beat alongside a premium P/E and recent insider selling.
Read full reportarrow_forward
