| ON |
Report |
Total Revenue (Q2'26) |
BEAT |
pred ~$1.61B vs. cons ~$1.59B |
MEDIUM |
| ON |
Report |
Non-GAAP Diluted EPS (Q2'26) |
BEAT |
pred ~$0.75 vs. cons ~$0.72 |
MEDIUM |
| ON |
Report |
AI Data Center ('Other') segment QoQ growth |
BEAT |
pred ~+22% QoQ vs. cons/guide ~+15% QoQ (mid-teens) |
MEDIUM |
| ON |
Guide |
Q3'26 Revenue Guidance |
BETTER |
guide ~$1.66B vs. cons ~$1.63B (Q3 2026) |
MEDIUM |
| ON |
Guide |
Q3'26 Non-GAAP EPS Guidance |
BETTER |
guide ~$0.79 vs. cons ~$0.76 (Q3 2026) |
MEDIUM |
| ON |
Guide |
FY2026 AI Data Center Revenue Growth (reiterated 'double YoY' target) |
BETTER |
guide ~+100% YoY vs. cons ~+80% YoY (FY2026) |
LOW |
| ON |
Guide |
Non-GAAP Gross Margin trajectory (H2'26 commentary) |
UNCHANGED |
guide ~39.5%-40.5% vs. cons ~40.0% (Q3/Q4 2026 exit rate) |
LOW |
| ON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| ON |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
Stock is ~35% below pre-Synaptics highs and heavily oversold after the deal-driven crash; a clean beat-and-raise on core power/AI-datacenter momentum plus explicit reassurance that buybacks continue and Synaptics dilution/synergy math is intact should trigger short-covering and gradual re-rating over the week, similar to the Q1 post-earnings melt-up. Risk to follow-through is any fresh deal-related news (litigation, regulatory delay) or a cautious Q3 auto/industrial guide reintroducing skepticism, which could cap gains — hence moderate (not high) confidence and a path more measured than the April/May rally. |
LOW |