| STX |
Report |
Revenue |
BEAT |
pred ~$3.56B vs. cons $3.49B |
MEDIUM |
| STX |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$5.25 vs. cons $5.08 |
MEDIUM |
| STX |
Report |
Non-GAAP operating margin |
BEAT |
pred ~43.0% vs. cons 41.8% |
MEDIUM |
| STX |
Guide |
Fiscal Q1 2027 revenue |
BETTER |
guide ~$3.75B vs. cons $3.62B (fiscal Q1 2027) |
MEDIUM |
| STX |
Guide |
Fiscal Q1 2027 non-GAAP diluted EPS |
BETTER |
guide ~$5.75 vs. cons $5.47 (fiscal Q1 2027) |
MEDIUM |
| STX |
Guide |
Fiscal Q1 2027 non-GAAP operating margin |
BETTER |
guide ~44.0% vs. cons 42.7% (fiscal Q1 2027) |
MEDIUM |
| STX |
Guide |
FY2027 nearline-capacity allocation visibility |
BETTER |
guide ~95% allocated vs. cons 90% (fiscal 2027) |
LOW |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| STX |
Return |
5-day cumulative residual |
+10.0% (FOLLOW-THROUGH) |
A revenue/EPS beat of ~$3.56B/$5.25 versus $3.49B/$5.08, coupled with a ~$3.75B fiscal-Q1 revenue guide versus $3.62B consensus, should lift fiscal-2027 revenue and margin estimates rather than leave the beat confined to the June quarter. |
MEDIUM |