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Earnings Edge

Consensus Media

Detailed earnings previews, lightning quick earnings recaps, and, occasionally, other useful stuff.

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Claude and the Existential Threat to Palantir's Premium Valuation

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8 days ago
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Earnings Edge for Levi Strauss Results

Levi results out after the bell today - this post contains the historical valuation context, Consensus expectations for the quarter and FY guidance, and our Bull and Bear Bullets.

10 days ago
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Earnings Edge for Aehr Test Systems' Results

Consensus Metric Preview + Historical Valuation Context

10 days ago
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Earnings Edge for the Week: Setups for Delta Air Lines, Constellation Brands, Levi Strauss, PTC, RPM International, Applied Digital, Hub Group, Aehr Test Systems, Kura Sushi, and 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 week’s reporters.

11 days ago
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  • Consensus Media

    Detailed Earnings Previews and Recaps Delivered Lightning Fast

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