{
  "report_rows": [
    {
      "kpi": "Ongoing EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.60 vs. cons $0.585 (Visible Alpha, Jul 29 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "New ESA / Pipeline Update",
      "prediction": "BEAT",
      "answer": "pred >=1 new ESA announced; pipeline described as progressing well",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 EPS Guidance Reaffirmation",
      "prediction": "IN-LINE",
      "answer": "pred reaffirm $3.40-$3.50 vs. cons $3.42 (Visible Alpha, Jul 29 2026)",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Ongoing EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.45 midpoint vs. cons $3.42 (Visible Alpha, Jul 29 2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Pipeline / ESA Commentary (qualitative, FY 2026)",
      "prediction": "BETTER",
      "answer": "guide >=1 new ESA + Q3 resource plan tease vs. no new ESA expectation",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 implied H2 math (+14.7% above consensus H2) drives upward estimate revisions; elevated short base (28M shares, 12.75 DTC) amplifies any sustained positive price action",
  "day5_confidence": "MEDIUM"
}