| STX |
Report |
Revenue (FQ4'26) |
BEAT |
pred ~$3.65B vs. cons $3.49B |
MEDIUM |
| STX |
Report |
Non-GAAP EPS (FQ4'26) |
BEAT |
pred ~$5.35 vs. cons $5.10 |
MEDIUM |
| STX |
Report |
Non-GAAP Gross Margin (FQ4'26) |
BEAT |
pred ~48.7% vs. cons ~47.3% |
MEDIUM |
| STX |
Guide |
Revenue guide (FQ1'27) |
BETTER |
guide ~$3.75B vs. cons ~$3.65B (FQ1 2027) |
MEDIUM |
| STX |
Guide |
Non-GAAP EPS guide (FQ1'27) |
BETTER |
guide ~$5.45 vs. cons ~$5.20 (FQ1 2027) |
MEDIUM |
| STX |
Guide |
Multi-year revenue growth target commentary |
UNCHANGED |
guide ~20%+ CAGR reiterated vs. cons ~20% CAGR baked in (multi-year FY27-FY29 framework) |
LOW |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| STX |
Return |
5-day cumulative residual |
+8.5% (FOLLOW-THROUGH) |
Consensus already sits above STX's own guide, so a clean beat-and-raise (5th straight quarter) plus reiterated/raised FY27 growth framework and nearline capacity booked into 2027 should trigger a wave of price-target hikes (Citi/Wells/Wedbush already primed at $1,000-1,240) rather than an immediate fade; the pre-print 25% pullback already de-risked some of the 'priced for perfection' setup, reducing sell-the-news dynamics. Residual could still be capped versus day-1 pop as high-multiple positioning and any softness in incremental gross-margin commentary or HAMR yield/ramp details prompt partial give-back, so follow-through is moderate rather than explosive. |
LOW |