| STX |
Report |
Revenue (Q4 FY2026) |
BEAT |
pred ~$3.60B vs. cons $3.502B |
HIGH |
| STX |
Report |
Non-GAAP Gross Margin (Q4 FY2026) |
BEAT |
pred ~51.5% vs. cons ~50.7% implied |
HIGH |
| STX |
Report |
Non-GAAP EPS (Q4 FY2026) |
BEAT |
pred ~$5.45 vs. cons $5.12 |
HIGH |
| STX |
Guide |
Revenue (Q1 FY2027) |
UNCHANGED |
guide ~$3.75B vs. cons $3.773B |
MEDIUM |
| STX |
Guide |
Non-GAAP EPS (Q1 FY2027) |
UNCHANGED |
guide ~$5.90 vs. cons $5.887 |
MEDIUM |
| STX |
Guide |
Gross Margin direction (Q1 FY2027) |
UNCHANGED |
guide ~52% continuing to improve vs. ~52.5% implied |
MEDIUM |
| STX |
Guide |
FY2027 framework |
UNCHANGED |
reiterate >=20% growth / $20B FY2028 target vs. $17.024B cons |
HIGH |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| STX |
Return |
5-day cumulative residual |
-9.0% (FADE) |
FADE — sell-side trims near-term estimates on in-line Q1 guide; limited incremental buyers after +41% pre-run; no new multiple expansion catalyst from FY2027 reaffirmation |
MEDIUM |