| MSCI |
Report |
ABF Revenue (Q2 2026) |
BEAT |
pred ~$250M vs. cons $236.3M |
HIGH |
| MSCI |
Report |
Net New Recurring Sub Sales (Q2 2026) |
MISS |
pred ~$51M vs. cons $52.7M |
MEDIUM |
| MSCI |
Report |
Total Run Rate (Q2 2026 EOD) |
BEAT |
pred ~$3,520M vs. cons $3,481.5M |
MEDIUM |
| MSCI |
Guide |
FCF FY2026 (formal range) |
UNKNOWN |
guide ~$1,470-$1,530M vs. cons UNKNOWN |
LOW |
| MSCI |
Guide |
Adj EBITDA Expense FY2026 |
UNCHANGED |
guide ~$1,305-$1,335M maintained vs. implied midpoint ~$1,320M |
HIGH |
| MSCI |
Guide |
ABF/Subscription tone (qualitative) |
BETTER |
Strong momentum, trending top half — better than feared |
HIGH |
| MSCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| MSCI |
Return |
5-day cumulative residual |
-5.0% (FADE) |
FADE — subscription miss pulls estimates lower on out-period math; sell-side trims subscription run rate |
MEDIUM |