| SO |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.03 vs. cons $1.01 |
MEDIUM |
| SO |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$7.31B vs. cons $7.25B |
MEDIUM |
| SO |
Report |
Contracted large-load capacity |
IN-LINE |
pred ~14.2 GW vs. cons 14.2 GW |
HIGH |
| SO |
Guide |
FY2026 adjusted EPS guidance midpoint |
LOWER |
guide ~$4.55 vs. cons $4.58 (FY2026) |
HIGH |
| SO |
Guide |
Q3 2026 adjusted EPS estimate |
LOWER |
guide ~$1.57 vs. cons $1.59 (Q3 2026) |
MEDIUM |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| SO |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS beat and confirmation of ~14.2 GW contracted load should support the initial reaction, but unchanged FY2026 guidance at ~$4.55 versus $4.58 consensus and a ~$1.57 Q3 estimate versus $1.59 consensus leave limited near-term estimate-revision upside; much of the OpenAI catalyst is already reflected in the stock. |
MEDIUM |