| STX |
Report |
Revenue |
BEAT |
pred ~$3.55B vs. cons $3.502B |
MEDIUM |
| STX |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$5.20 vs. cons $5.123 |
MEDIUM |
| STX |
Report |
Nearline exabytes |
BEAT |
pred ~191 EB vs. cons 188.2 EB |
MEDIUM |
| STX |
Guide |
Revenue (FQ1 2027) |
BETTER |
guide ~$3.85B vs. cons $3.773B |
LOW |
| STX |
Guide |
Non-GAAP diluted EPS (FQ1 2027) |
BETTER |
guide ~$6.10 vs. cons $5.887 |
LOW |
| STX |
Guide |
Demand / margin commentary (FQ1 2027 onward) |
BETTER |
reiterate sequential growth, allocation and margin expansion vs. UNVERIFIED quantitative consensus |
LOW |
| STX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+12.0% |
— |
LOW |
| STX |
Return |
5-day cumulative residual |
+15.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — above-consensus September guide drives revisions |
LOW |