The Triple Play Report — 2/21/24
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 28 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Nova (NVMI) is an example of a company that reported an earnings triple play recently.
NVMI has an impressive earnings history, as shown in the snapshot below from our Earnings Explorer. The company has topped EPS and revenue estimates in each of its last 25 earnings reports. The streak of EPS beats goes back even further to 39 consecutive reports. Supporting the strong earnings performance is the growing adoption of its metrology solutions across semiconductor manufacturing processes. You can read more about NVMI and the 27 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
Earnings Rundown: 2/21/24
This content is for members onlyThe Triple Play Report — 2/6/24
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 18 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Manhattan Associates (MANH) is an example of a company that reported an earnings triple play recently. As shown below, MANH has been in an uptrend since the beginning of 2023 and traded at an all-time high following its Q4 earnings report when shares moved 8.4% higher on 1/31.
Most impressive about MANH is its 8 straight earnings triple plays and 21 straight quarters of EPS and revenue beats, as shown in the snapshot below from our Earnings Explorer. In the company’s last 20 quarterly earnings reports going back to Q1 2019, 14 of those reports have been triple plays. In other words, 70% of MANH’s earnings reports have resulted in triple plays over the last 5 years. Over that time frame, since the beginning of 2019, MANH shares are up 488% including a 105% rally since the beginning of 2023. You can read more about MANH and the 17 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
The Triple Play Report — 12/14/23
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 14 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Gitlab (GTLB) is an example of a company that reported an earnings triple play recently. As shown below, GTLB has been in an uptrend since May (+139%) and is now at a 52-week high. On 12/5, the company’s shares gained 11.5% on the earnings triple play news, and since then, the stock has rallied another 8%.
GTLB went public in October 2021 as a hot start up that hit a high of $125. Up until this past May, however, shares had shed almost 80% of their value from all-time highs made shortly after the IPO. Despite a nice rally in recent months, GTLB still has a LONG runway to get back to those early price levels as the stock still sits nearly 50% below its high.
On the earnings front, GTLB has 100% EPS and revenue beat rates on what is now seven quarterly reports. The report on 12/5 also cemented its third straight triple play. Earlier this year in its June report, investors responded well to the triple play and enjoyed a 31% up day as GTLB executives hyped up innovative AI products. This quarter, shareholders enjoyed another sizable gain. Driving performance this quarter for the DevSecOps platform company was rapid YoY revenue growth of 32%. GTLB is furthering new offerings like GitLab Dou, a platform that includes features for managing projects, monitoring, and more. GitLab Dedicated is another growth prospect, a cloud-hosted offering similar to GitLab Ultimate on dedicated infrastructure for increased control and security. Speaking of GitLab Ultimate, adoption rates are climbing as demand for advanced security and management features within large enterprises and organizations grows. You can read more about GTLB and the 13 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
The Triple Play Report — 12/1/23
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 28 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
InterDigital (IDCC) is an example of a company that reported an earnings triple play recently. As shown below, IDCC has been in an uptrend for all of 2023 and is now at a new all-time high. YTD, it’s up 102%. On 11/2, the company’s shares gained 8.6% on earnings, and since then, the stock has rallied another 20.6%.
In our database that goes back to 2003 for the company, IDCC hadn’t had a triple play before November 2023’s earnings report. As a company involved in wireless communication and video technology, the industry landscape is perpetually in evolution. What’s really exciting about IDDC lately is that it became a founding member of Avanci 5G automobile patent licensing platform as the value of 5G to automobile manufacturers increases. In Q3, Mercedes-Benz and BMW were licensed for 5G, for which the royalty rates are double the original 4G. Revenue from connected cars will continue to grow over time according to CEO Liren Chen. Second, IDCC signed a license with Lenovo to cover its HEVC video compression technology. Lastly, the company is beginning to dive into research that will bring 6G to the world. It looks like exciting times for IDCC, and exciting times for many of the companies that also reported Q3 triple plays. You can read more about IDCC and the 27 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.