| STX |
Report |
Revenue (FQ4'26) |
BEAT |
pred ~$3.56B vs. cons $3.49B |
MEDIUM |
| STX |
Report |
Non-GAAP EPS (FQ4'26) |
BEAT |
pred ~$5.30 vs. cons $5.10 |
MEDIUM |
| STX |
Report |
Non-GAAP gross margin (FQ4'26) |
BEAT |
pred ~48.5% vs. cons ~47.3% |
MEDIUM |
| STX |
Report |
FQ1'27 revenue guide |
BEAT |
guide ~$3.75B vs. cons ~$3.62B (Sep-qtr FQ1'27) |
MEDIUM |
| STX |
Report |
FQ1'27 non-GAAP EPS guide |
BEAT |
guide ~$5.70 vs. cons ~$5.45 (Sep-qtr FQ1'27) |
MEDIUM |
| STX |
Report |
FY27 revenue growth framework |
BEAT |
guide ~20%+ growth (~$15B+) vs. cons ~$14.5B (FY2027) |
LOW |
| STX |
Report |
Capital return / buyback pivot |
BEAT |
guide majority of FCF to buybacks + $0.74 div vs. cons ~$0.74 div only (FY27) |
LOW |
| STX |
Guide |
FQ1'27 revenue guide |
BETTER |
guide ~$3.75B vs. cons ~$3.62B (Sep-qtr FQ1'27) |
MEDIUM |
| STX |
Guide |
FQ1'27 non-GAAP EPS guide |
BETTER |
guide ~$5.70 vs. cons ~$5.45 (Sep-qtr FQ1'27) |
MEDIUM |
| STX |
Guide |
FQ1'27 non-GAAP operating margin |
BETTER |
guide low-40s% (~42%) vs. cons ~41% (Sep-qtr FQ1'27) |
LOW |
| STX |
Guide |
FY27 multi-year growth target |
BETTER |
guide 20%+ growth vs. cons ~15-18% (~$14.5B FY2027) |
LOW |
| STX |
Guide |
Capital allocation shift to buybacks |
BETTER |
guide majority of FCF to repurchase vs. cons debt-paydown/div-only (FY27) |
LOW |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
LOW |
| STX |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
A beat-and-raise (rev/EPS above guide, FQ1'27 and FY27 framework above Street plus a buyback pivot) drives a relief pop into a stock that already de-risked ~25% from its ~$1,094 June peak to $817. But valuation/positioning are stretched after a ~5.5x run, HDD/memory sentiment has cooled (WDC collapsed ~33% off recent highs into the print), and the out-period is near-fully-allocated with flat units, so upside revisions are modest and multiple compression caps follow-through. Net: the day-1 gain largely holds but does not extend materially amid high two-way volatility. |
LOW |