| ROP |
Report |
Adjusted DEPS (Q2'26) |
BEAT |
pred ~$5.33 vs. cons $5.29 |
MEDIUM |
| ROP |
Report |
Total revenue (Q2'26) |
IN-LINE |
pred ~$2.10B vs. cons ~$2.09B |
MEDIUM |
| ROP |
Report |
Organic revenue growth (Q2'26, pre-flagged trough) |
IN-LINE |
pred ~+5% vs. cons ~+5.5% |
MEDIUM |
| ROP |
Guide |
FY26 adjusted DEPS guide |
BETTER |
guide ~$21.90-22.15 (mid ~$22.03) vs. cons ~$22.00 (FY26) |
MEDIUM |
| ROP |
Guide |
FY26 organic growth outlook (the swing factor) |
UNCHANGED |
guide ~+5-6% vs. cons ~+5.5% (FY26) — held despite strong bookings = conservatism |
MEDIUM |
| ROP |
Guide |
Q3'26 adjusted DEPS guide |
UNCHANGED |
guide ~$5.58-5.62 vs. cons ~$5.61 (Q3'26) |
LOW |
| ROP |
Guide |
Enterprise software bookings/retention (health indicator) |
BETTER |
guide TTM bookings ~low-double-digit / retention mid-90s vs. cons ~+10% (Q2'26 commentary) |
MEDIUM |
| ROP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| ROP |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Stock capitulated ~7% into the print and trades ~15x, so a headline beat + reiterated/lightly-raised guide + confident AI framing likely triggers a relief bounce day-1. But the beat is share-count-driven (buybacks), organic is the pre-flagged trough and the FY organic range is held rather than raised, so out-period math offers no upward revision catalyst; as the AI-disruption/organic-deceleration narrative reasserts, the initial pop fades and residual gains erode over the week. |
LOW |