| FFIV |
Report |
Revenue (Q3'26, non-GAAP) |
BEAT |
pred ~$846M vs. cons ~$833M |
MEDIUM |
| FFIV |
Report |
Non-GAAP EPS (Q3'26) |
BEAT |
pred ~$4.18 vs. cons ~$3.99 |
MEDIUM |
| FFIV |
Report |
Non-GAAP gross margin (Q3'26) |
IN-LINE |
pred ~83.1% vs. cons ~83.0% |
MEDIUM |
| FFIV |
Guide |
Q4'26 revenue guide |
BETTER |
guide ~$855M vs. cons ~$845M (Q4'26) |
MEDIUM |
| FFIV |
Guide |
FY26 revenue growth guide (raise #3) |
BETTER |
guide ~8–9% vs. cons ~8% / prior 7–8% (FY26) |
MEDIUM |
| FFIV |
Guide |
FY26 non-GAAP EPS guide |
BETTER |
guide ~$16.55–16.85 vs. cons ~$16.55 (FY26) |
MEDIUM |
| FFIV |
Guide |
Q4 gross-margin step-down (memory/SSD cost) |
LOWER |
guide ~81.5–82.5% vs. cons ~82.8% (Q4'26) |
MEDIUM |
| FFIV |
Guide |
FY27 software growth inflection commentary |
BETTER |
framing ~double-digit vs. cons ~mid-to-high-single-digit (FY27) |
LOW |
| FFIV |
Guide |
Direct AI sales run-rate update |
BETTER |
pred ~$70M+ H1+Q3 vs. cons ~$50M prior disclosure (FY26 YTD) |
LOW |
| FFIV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| FFIV |
Return |
5-day cumulative residual |
+1.5% (FADE) |
A beat-and-raise off a de-risked entry (stock already ~9% off the July-14 high) should drive a positive day-1 pop, but the out-period math works against follow-through: the explicit Q4 gross-margin step-down from elevated memory/SSD costs (persisting into FY27) and only mid-single-digit FY26 software growth cap near-term EPS revisions even after the headline beat, so estimates get trimmed on the out-quarters. Combined with a stretched multiple and litigation/cyber overhang, the initial gain partially gives back, leaving a smaller positive residual by day 5. |
LOW |