EarningsTime

📊 #EarningsWeek 📅 Apr 13 – Apr 17 Big week as banks kick off earnings season, joined by key tech, industrial & consumer names. $JPM $BAC $C $WFC $GS $MS $ASML $TSM $NFLX $JNJ 📈 Focus on margins, loan growth & forward guidance.

$SLP - Simulations Plus Inc Q2 2026 🟩 Revenue: $24.3M Vs. $21.5 est. 🟩 Adj EPS: $0.35 Vs. $0.3 est. Steady Q2 growth driven by both software and services, with strong margin expansion.

$WDFC - Q2 2026 WD-40 continues to execute on its core strategy, leveraging distribution, pricing, and promotion to drive global momentum. Strong visibility into the second half reinforces management’s confidence in ongoing initiatives.

$NEOG - Neogen Corporation Q3 2026 🟩 Revenue: $211.2M Vs. $205M est. 🟩 Adj EPS: $0.09 Vs. $0.04 est. Food Safety grew while Animal Safety declined sharply due to third-party supplier issues, impacting overall performance.

$BYRN - Byrna Technologies Inc Q1 2026 🟥 Revenue: $29M Vs. $29.5M est. 🟥 Adj. EPS: $0.03 Vs. $0.05 est. Increased marketing and retail expansion costs pressured net income and EBITDA despite higher sales and stable gross margin.

$SMPL, Simply Good Foods Co. shares are down ~20% in pre-market trading following its latest earnings report. 🟥 Revenue: $326M Vs. $344M est. 🟩 Adj. EPS: $0.45 Vs. $0.38 est.

$BB, BlackBerry Ltd. jumps ~9% in pre-market following its latest earnings report 📈

$RELL - Richardson Electronics Ltd Q3 2026 🟩 Revenue: $55.47M Vs. $53M est. 🟩 Adj. EPS: $0.07 Vs. $0.03 est. 👉 Return to profitability with modest revenue growth and improving backlog supporting forward demand.

$RGP - Resources Connection Inc Q3 2026 🟥 Revenue: $107.93M Vs. $108.3M est. 🟩 Adj. EPS: -$0.09 Vs. -$0.1 est 👉 RGP reported lower revenue with improved cost structure and significantly reduced net losses in Q3.

$STZ - Constellation Brands Inc Q4 2026 🟩 Revenue: $1.92B Vs. $1.89B est. 🟩 Adj. EPS: $1.9 Vs. $1.72 est. 👉 Beer delivered modest revenue growth (+1%) while Wine & Spirits collapsed (-58%), significantly impacting profitability despite a strong rebound in operating income.

$APLD - Applied Digital Corporation Q3 2026 🟩 Revenue: $126.6M Vs. 77M est. 🟩 Adj EPS: $0.09 Vs. -$0.18 est.

$PSMT - PriceSmart Inc Q2 2026 🟩 Revenue: $1.5B Vs. $1.48B est. 🟩 Adj. EPS: $1.62 Vs. $1.61 est. 👉 Revenue and earnings growth were driven by solid comparable sales performance and continued expansion.

$NRIX - Nurix Therapeutics Inc. Q1 2026 Revenue declined sharply as collaboration revenue decreased while investment in clinical programs accelerated.

$RPM - RPM International Inc. Q3 2026 🟩 Revenue: $1.61B Vs. $1.55B est. 🟩 Adj. EPS: $0.57 Vs. $0.36 est. 👉 Growth was led by high-performance building solutions, acquisitions and Europe (+20.1%), while adjusted EBIT surged on volume leverage and MAP initiatives.

$DAL Delta Air Lines reports Q1 2026 earnings ✈️ 🟩 Revenue: $15.85B Vs. $14.89B est. 🟩 Adj. EPS: $0.64 Vs. $0.62 est. The stock is up +12.5% in premarket following the release, signaling a strong market reaction.

$KRUS - Kura Sushi USA Inc Q2 FY26 🟩 Revenue: $80M Vs $78M est. 🟩 Adj EPS: -$0.04 Vs. -$0.2 est 👉 Strong sales growth and operating leverage drove improved profitability despite continued net losses.

After-hours earnings on deck 📊 $AEHR $GBX $LEVI $KRUS $SKIL $XELB $PXED We’ll be dropping the results as they come out ⏱️ Stay tuned 👀

Ethereum just reached a structural milestone. Stablecoin supply on ETH hit ~$180B, now representing ~60% of the total market, with consistent growth since 2023. This is not driven by speculation: ▫️Rising real-world payments and settlements ▫️Growing institutional usage ▫️Volumes rivaling traditional networks like Visa Ethereum is increasingly positioning itself as the core infrastructure for digital dollar flows.

The AI race is no longer just about models. It’s about who controls compute. Anthropic is positioning itself for that battle.

Anthropic is locking in massive compute capacity. Deals with Google and Broadcom give them hyperscale infrastructure. This is the real bottleneck in AI.

What’s happening with Anthropic right now is wild. In just months: ▫️Revenue exploded ▫️Massive compute deals ▫️Infrastructure scaling at hyperscale