{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.03 vs. cons $1.01",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.31B vs. cons $7.25B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Contracted large-load capacity",
      "prediction": "IN-LINE",
      "answer": "pred ~14.2 GW vs. cons 14.2 GW",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance midpoint",
      "prediction": "LOWER",
      "answer": "guide ~$4.55 vs. cons $4.58 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q3 2026 adjusted EPS estimate",
      "prediction": "LOWER",
      "answer": "guide ~$1.57 vs. cons $1.59 (Q3 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.4,
  "day5_path": "FADE",
  "day5_rationale": "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.",
  "day5_confidence": "MEDIUM"
}