| ON |
Report |
Revenue |
IN-LINE |
pred ~$1.600B vs. cons $1.589B |
LOW |
| ON |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~39.5% vs. cons 39.1% |
LOW |
| ON |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$0.735 vs. cons $0.715 |
LOW |
| ON |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$1.660B midpoint vs. cons $1.673B |
LOW |
| ON |
Guide |
Non-GAAP gross margin (Q3 2026) |
UNCHANGED |
guide ~40.0% midpoint vs. cons 40.3% |
LOW |
| ON |
Guide |
Non-GAAP diluted EPS (Q3 2026) |
UNCHANGED |
guide ~$0.830 midpoint vs. cons $0.836 |
LOW |
| ON |
Guide |
2H growth / margin commentary |
UNCHANGED |
reiterate 2H > 1H and sequential margin expansion; quantitative consensus UNVERIFIED |
LOW |
| ON |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| ON |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — Q3 validation without upward revisions is unlikely to sustain a rally |
LOW |