| T |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.60 vs. cons $0.59 |
MEDIUM |
| T |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$32.1B vs. cons $32.04B |
MEDIUM |
| T |
Report |
Postpaid Phone Net Adds (Q2 2026) |
MISS |
pred ~275K vs. cons 308.5K |
LOW |
| T |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$2.30 vs. cons $2.31 (FY2026) |
HIGH |
| T |
Guide |
FY2026 Free Cash Flow guidance |
UNCHANGED |
guide ~$18.0B vs. cons $18.2B (FY2026) |
HIGH |
| T |
Guide |
FY2026 Adjusted EBITDA growth guidance |
UNCHANGED |
guide ~3.5% vs. cons 3.6% (FY2026) |
MEDIUM |
| T |
Guide |
Q3 2026 wireless service revenue growth commentary |
BETTER |
guide ~3.0% vs. cons 2.8% (Q3 2026) |
MEDIUM |
| T |
Guide |
Net debt/EBITDA leverage post-EchoStar close |
UNKNOWN |
guide ~3.2x vs. cons 3.1x (year-end FY2026) |
LOW |
| T |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| T |
Return |
5-day cumulative residual |
+1.3% (FADE) |
A likely EPS beat (Zacks ESP +4.83%) plus reiterated FY26 EPS/FCF/EBITDA guidance and constructive Starlink commentary should trigger a short-covering relief pop off deeply oversold, heavily bearish positioning (stock -24% since March, Wells Fargo $18 UW target). But because full-year guidance is only reiterated (not raised) and postpaid net-add/churn optics likely soften post-April price hike, out-period consensus EPS/EBITDA revisions won't move materially higher — capping the move. The structural Starlink/Charter competitive overhang remains unresolved (no deal update expected), so bears keep their thesis intact and initial gains partially fade over the following days as algo/quant flow and analyst notes normalize. |
LOW |