| ON |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$1,610M vs. cons $1,589M (Visible Alpha, Jul 31 2026) |
MEDIUM |
| ON |
Report |
Non-GAAP Gross Margin (Q2 2026) |
BEAT |
pred ~39.5% vs. cons ~39.1% implied (Visible Alpha GP/Rev, Jul 31 2026) |
MEDIUM |
| ON |
Report |
Non-GAAP EPS Diluted Operating (Q2 2026) |
BEAT |
pred ~$0.74 vs. cons $0.715 (Visible Alpha, Jul 31 2026) |
MEDIUM |
| ON |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$1,690M midpoint vs. cons ~$1,695M implied (FY cons minus Q1 actual minus Q2 cons, Visible Alpha) |
MEDIUM |
| ON |
Guide |
Non-GAAP Gross Margin (Q3 2026) |
UNCHANGED |
guide sequential expansion ~40.0-41.5% vs. cons ~40.5% implied |
MEDIUM |
| ON |
Guide |
AI DC Revenue FY 2026 |
UNCHANGED |
reiterate 'double YoY' framework; no upgrade given SYNA deal focus vs. cons embedding doubling |
MEDIUM |
| ON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| ON |
Return |
5-day cumulative residual |
+1.0% (FADE) |
FADE — initial beat relief fades as SYNA deal overhang reasserts; no estimate revision catalyst for follow-through since Q3 guide is in-line |
MEDIUM |