未来一周收益：CRWD、Dell、ZR、WDAY、HPQ、M、BBY等

Earnings season is winding down, but the holiday-shortened Thanksgiving week still brings quarterly updates from several high-profile companies.

Tech leaders like CrowdStrike (CRWD), Zoom Video Communications (ZM), HP (HPQ) and Dell Technologies (DELL) will release their reports, alongside retail heavyweights Macy's (M), Best Buy (BBY), Kohl's (KSS), Nordstrom (JWN), Abercrombie & Fitch (ANF) and DICK'S Sporting Goods (DKS).

Other key names include enterprise players like Workday (WDAY) and Nutanix (NTNX), chipmaker Ambarella (AMBA) and consumer-focused brands such as The J.M. Smucker Company (SJM). Other names include Analog Devices (ADI), Autodesk (ADSK), Agilent Technologies (A) and Frontline (FRO).

Below is a rundown of major quarterly updates anticipated in the week of November 25 to November 29:

Monday, November 25

Zoom Video Communications (ZM)

Zoom Video Communications (ZM) is due to post its Q3 earnings after the bell on Monday. 

The video conferencing platform, which has seen its shares rise about 23% over the past year, receives a consensus Buy rating from sell-side analysts, while Seeking Alpha's Quant Rating system maintains a Hold rating.

Morgan Stanley recently raised its price target for the company to $86 from $68, ahead of the earnings report, although it kept its Equal-Weight rating on the stock.

SA author Larry Ramer argues that Zoom is well-positioned for growth, benefiting from the ongoing remote work trend and reduced business travel spending. With a low churn rate, strong cash flow and an attractive valuation, Zoom's stock is viewed as a compelling buy, the analyst stated. 

• Consensus EPS Estimates: $1.31
• Consensus Revenue Estimates: $1.16B
• Earnings Insight: Zoom has exceeded EPS expectations in 8 consecutive quarters, missing revenue estimates just once in that span.

Also reporting: 3D Systems Corporation (DDD), Agilent Technologies (A), Bath & Body Works (BBWI), PennantPark Floating Rate Capital (PFLT), PennantPark Investment Corporation (PNNT), Diana Shipping (DSX) and more.

Tuesday, November 26

CrowdStrike (CRWD)

Austin-based cybersecurity company CrowdStrike (CRWD) is due to post its financial update after the bell on Tuesday. 

Seeking Alpha’s Quant Rating system assigns a Hold rating to CRWD, while Wall Street analysts maintain a consensus Buy rating for the stock, which has risen over 70% in 2024.

CrowdStrike recently received positive updates from both Oppenheimer and Cantor Fitzgerald. Oppenheimer raised its price target to $375 from $300 ahead of Q3 results, citing increasing confidence in the company's medium-term market opportunity after checks showed diminishing impacts from a faulty update and growing customer adoption of Customer Commitment Packages.

Cantor Fitzgerald also raised its 12-month price target to $370 from $350, maintaining an Overweight rating. Analyst Jonathan Ruykhaver highlighted optimism among partners regarding a recovery in new annual recurring revenue and revenue in FY26, supported by lower-than-expected churn and broader platform adoption.

Seeking Alpha contributor Oliver Rodzianko emphasized that CrowdStrike’s proactive crisis management, including customer retention incentives, positions the company for solid short-to-medium-term growth, with the potential for a 23% market cap increase over the next year. Despite high valuation multiples, Rodzianko views CrowdStrike as a strong buy due to its exceptional growth trajectory and market position. 

• Consensus EPS Estimates: $0.81
• Consensus Revenue Estimates: $983.05M
• Earnings Insight: The company has outperformed EPS and revenue expectations in 8 consecutive quarters.

Also reporting: HP (HPQ), Hewlett Packard Enterprise Company (HPE), Macy's (M), Dell Technologies(DELL), Workday (WDAY), Best Buy (BBY), Autodesk (ADSK), Analog Devices (ADI), Kohl's Corporation (KSS), Nutanix (NTNX), Ambarella (AMBA), Nordstrom (JWN), Arrowhead Pharmaceuticals (ARWR), DICK'S Sporting Goods (DKS), The J. M. Smucker Company (SJM), JOYY (YY), Abercrombie & Fitch Co. (ANF), Urban Outfitters (URBN), Tsakos Energy Navigation Limited (TEN), Burlington Stores (BURL), Guess? (GES), Manchester United (MANU) and more.

Wednesday, November 27

Golden Ocean Group Limited (GOGL)

With the pace of releases slowing down dramatically the day before Thanksgiving, Golden Ocean Group Limited (GOGL) is slated to report Q3 results before the opening bell on Wednesday. Analysts are anticipating a 262% rise in profits.

Stock receives a consensus Buy rating from sell-side analysts, while Seeking Alpha's Quant Rating system maintains a Hold rating. 

Pareto Securities recently downgraded Golden Ocean (GOGL) to Hold from Buy and reduced its price target to $12.50 from $15, citing overly optimistic 2025 expectations for the dry bulk shipping company.

Analyst Eirik Haavaldsen noted that while Golden Ocean continues to benefit from a strong capesize fleet, its smaller vessels have underperformed, leading to revised 2025 estimates that are likely too high given current performance levels. The analyst cut his FY 2024 earnings estimate to $1.10 per share, approximately 20% below consensus. 

"GOGL's strong financials, attractive fleet, and appealing dividends make it a compelling investment," says SA columnist KD Research.

• Consensus EPS Estimates: $0.29
• Consensus Revenue Estimates: $190.39M
• Earnings Insight: The company has outperformed revenue expectations in 8 consecutive quarters and EPS estimates in 6 of those reports.

Also reporting: Zuora (ZUO), Immersion Corporation (IMMR), Patterson Companies (PDCO), Lexaria Bioscience (LEXX), SPI Energy (SPI), The Children's Place (PLCE), and more.

Thursday, November 28

Thanksgiving Day

Friday, November 29

Black Friday. Stock trading will close at 1 p.m. ET.

More on related stocks:

• CrowdStrike May Beat Again, But Be Careful
• DICK'S Sporting Goods: Betting On Margin Expansion And Valuation
• Dell: 85% P/E Expansion With Margin Compression Makes The Stock Risky
• Golden Ocean sinks as Pareto downgrades on weaker panamax rate outlook
• Dell Q3 results should provide optimism heading into 2025