Archive - Earnings Edge

Unmitigated Board Disaster: Recapping lululemon Actuals vs. Consensus

This one is so, so ugly - and lululemon looked ‘cheap’ into the print.

16 hrs ago • Consensus Media

Wanting More: Recapping Broadcom's Actuals vs. Consensus

Solid numbers from Broadcom, but without much upside and with a miss on the software side (something avid followers of VMware pointed to as a potential…

Jun 3 • Consensus Media

In Need of (a lot) More Upside: Recapping CrowdStrike's Actuals vs. Consensus

Print is fine, CrowdStrike’s stock is too expensive, though, and the lack of any real upside below is concerning:

Jun 3 • Consensus Media

An AI Infra Name That's Too Hot? Previewing Ciena's Consensus Expectations

Last quarter, investors sold Ciena’s stock hard on a solid print before ripping it straight higher to new all time highs.

Jun 3 • Consensus Media

30x Forward Sales: Previewing CrowdStrike's Consensus Expectations

CrowdStrike results after the bell today - preview below with recap coming for you this afternoon.

Jun 3 • Consensus Media

What is Hock Cooking? Previewing Broadcom's Consensus Expectations

Consensus Estimates Layered Over Historical Valuation Context

Jun 3 • Consensus Media

Buyer Beware at These Levels: Recapping Palo Alto's Actuals vs. Consensus

Excellent print - don’t get me wrong.

Jun 2 • Consensus Media

I Don't Think This Is Enough? Recapping GitLab's Actuals vs. Consensus

GitLab (GTLB) shares are +14% in post-market trading, but I am skeptical they can hold these levels.

Jun 2 • Consensus Media

Both Running Far Too Hot? Previewing Consensus for GitLab and Palo Alto Networks

Consensus Estimates with Historical Valuation Context

Jun 2 • Consensus Media

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Jun 2 • Consensus Media

Priced for More: Recapping Credo's Actuals vs. Consensus

A clean, green sheet here for Credo (CRDO), but the lack of real upside in the quarter and in the full year guide when taken alongside the likes of many…

Jun 1 • Consensus Media

A Layup Like No Other: Recapping HP Enterprise's Actuals vs. Consensus

How is it this easy?

Jun 1 • Consensus Media

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