Another Ton Of Tech Earnings

It was another busy day of tech earnings. We’re gonna hit you with the headlines to summarize the action. 🔍

Identity and access management company Okta fell 20%. Although its first-quarter results beat expectations and it hiked its full-year outlook, a slowdown in spending and weaker revenue growth remain investors’ key concerns. 🔻

Pure Storage soared 19% after the tech company reported better-than-expected Q1 results and announced Q2 revenue guidance that topped estimates. 💾

Computer application company Veeva Systems experienced an un-be-Veeva-ble 20% run after beating Q1 expectations and raising its full-year earnings guidance. 😮

CyberSecurity company SentinelOne is plunging 30% after missing revenue expectations and cutting its full-year guidance. Executives cited a slowdown in business spending, with macro pressure impacting deal sizes, sales cycles, and pipeline conversion rates. 🛡️

Electric vehicle infrastructure company ChargePoint fell 5% after lowering its revenue growth forecast to below analyst estimates. ⚡

Work management software company Asana rose 6% after reporting a narrower-than-expected loss and beating on revenue. Its revenue outlook also met expectations. 🧑‍💼

PC manufacturer Dell released earnings early, showing the largest sales decline on record. It still topped expectations but did not provide a second-quarter forecast or update annual guidance due to the current uncertainty around the PC market. 🖥️

Software company MongoDB jumped 22% after its current-quarter results and fiscal 2024 forecast topped analyst expectations. 🔺

Semiconductor giant Broadcom fell 2% after reporting its slowest revenue growth in years. The company’s shares have been propelled to all-time highs on the recent artificial intelligence (AI) hype, as investors hope that it can drive future growth. 🤖

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Carnival Cruise Sellers Gassed Up

Analysts continue to watch travel and leisure stocks for signs that the U.S. consumer is slowing down. And today, Carnival Cruise Lines reiterated a lot of the worries many of these companies have expressed during earnings season. ⚠️

Its third-quarter profit was its first since 2020, but a weak fourth-quarter outlook sent shares sinking. Executives said higher fuel and currency costs will weigh on its operations, potentially impacting its full-year outlook by as much as $130 million. 

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Pizza Powers Casey’s To New Highs

Some of the best-performing stocks are often hiding under the radar. That definitely includes the $10 billion convenience store chain Casey’s General Stores, which soared to new all-time highs after reporting first-quarter results. 📈

The company reported earnings last night, and investors continued to bid it up today. Earnings per share of $4.52 topped estimates by $1.19, while revenues of $3.87 billion missed slightly. 

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$RENT Gets Another Dent

Investors in subscription fashion service Rent The Runway probably wish they rented shares instead of buying them. That’s because shares fell to fresh all-time lows after another weak quarter. 🙃

Its second-quarter loss per share of $0.40 matched analysts expectations. Meanwhile, a 1% YoY revenue decline to $75.7 million missed the $78.1 million expected.

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Lululemon’s Lackluster Move

While Lululemon shares have been active for the last three years, they’ve not progressed much. And that lackluster action continued today despite better-than-expected results.

The athletic apparel retailer continued its winning streak with $2.68 in adjusted earnings per share on revenues of $2.21 billion. That topped the $2.54 and $2.17 billion expected. 💪

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