Earnings Edge

Earnings Edge

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No, SoFi Is NOT Going Into the S&P 500 Today, But This Name Likely Will
Something very odd is going on over at Polymarket - they’re giving away free money in the S&P 500 rebalance market (I think).
 • Consensus Media
In-Line Quarter, Excellent Guide: Recapping Marvell's Actuals vs. Consensus
Somewhat similar to yesterday’s Broadcom in the sense that the quarter itself is meh, but with notably large upside in the forward guidance:
 • Consensus Media
In-Line Quarter but Fantastic Guide: Recapping Broadcom's Actuals vs. Consensus
Not much upside in 1Q for Broadcom with both revenue and EPS essentially in-line, but take a look at where we go in 2Q:
 • Consensus Media
Solid Quarter, Choppy Guide: Recapping Okta's Actuals vs. Consensus
Consistent with most of the SaaS reports we’ve seen lately, the Okta quarter looks very solid but with a lot of questions in the forward guidance…
 • Consensus Media
Earnings Edge for Thursday: Marvell, Costco, JD.com, Guidewire, Kroger, Bilibili, Burlington Stores, Ciena, Gap, and Many More
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
How is the Profit Outlook SO Bad? Recapping GitLab's Actuals vs. Consensus
The quarter itself looks nice, with notable upside in billings, revenue, operating margin, and EPS, but take a look at the nastiness of the forward…
 • Consensus Media
A Clean Sheet but Lacking Upside: CrowdStrike Actuals vs. Consensus Recap
Green across the board here for CrowdStrike, but the margin of the beats is very, very small and mostly in-line:
 • Consensus Media
CrowdStrike Needs To Print What? Previewing Today's Earnings Estimates + Setup
Just how much of a shortfall will we see in the CrowdStrike operating margin outlook (if any)?
 • Consensus Media
Earnings Edge for Wednesday: Setups for Broadcom, Veeva, AeroVironment, Wix, Abercrombie & Fitch, American Eagle Outfitters, Rigetti…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
Jogging Instead Of Running? Recapping On Running's Actuals vs. Consensus
Another solid quarter from On Running (ONON), with notable upside in revenue, margins, and EPS.
 • Consensus Media
Are They Not Sandbagging? Recapping MongoDB's Results
Something is off here - the quarter looks great, inclusive of strong billings, but the guide disappoints.
 • Consensus Media
Buying and Selling Guide for Tuesday's Names of Note: CrowdStrike, Sea Ltd., Target, On Running, Best Buy, Sportradar, Thor, GitLab, Box…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
 • Consensus Media
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