| STX |
Report |
Fiscal Q4 2026 revenue |
BEAT |
pred ~$3.57B vs. cons $3.49B |
MEDIUM |
| STX |
Report |
Fiscal Q4 2026 non-GAAP diluted EPS |
BEAT |
pred ~$5.38 vs. cons $5.10 |
MEDIUM |
| STX |
Report |
Fiscal Q4 2026 non-GAAP operating margin |
BEAT |
pred ~43.0% vs. cons 42.0% |
MEDIUM |
| STX |
Guide |
Fiscal Q1 2027 revenue guidance |
BETTER |
guide ~$3.76B vs. cons $3.69B (fiscal Q1 2027) |
MEDIUM |
| STX |
Guide |
Fiscal Q1 2027 non-GAAP diluted EPS guidance |
BETTER |
guide ~$5.95 vs. cons $5.71 (fiscal Q1 2027) |
MEDIUM |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| STX |
Return |
5-day cumulative residual |
+3.5% (FADE) |
Initial upside from the Q4 beat and better Q1 guide fades because a ~$3.76B/$5.95 Q1 guide versus $3.69B/$5.71 consensus still leaves demanding Q2-Q4 math to reach fiscal 2027 consensus of ~$16.64B revenue and $27.83 EPS. |
MEDIUM |