| SWKS |
Report |
Fiscal Q3 revenue |
IN-LINE |
pred ~$946M vs. cons $939M |
MEDIUM |
| SWKS |
Report |
Fiscal Q3 non-GAAP EPS |
BEAT |
pred ~$1.07 vs. cons $1.04 |
MEDIUM |
| SWKS |
Report |
Fiscal Q3 adjusted gross margin |
IN-LINE |
pred ~45.1% vs. cons 45.0% |
MEDIUM |
| SWKS |
Guide |
Fiscal Q4 revenue guidance |
BETTER |
guide ~$1.06B vs. cons $1.05B (fiscal Q4 2026) |
MEDIUM |
| SWKS |
Guide |
Fiscal Q4 non-GAAP EPS guidance |
BETTER |
guide ~$1.43 vs. cons $1.41 (fiscal Q4 2026) |
MEDIUM |
| SWKS |
Guide |
Mobile sequential growth commentary |
BETTER |
guide ~14% vs. cons 13% (fiscal Q4 2026) |
LOW |
| SWKS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| SWKS |
Return |
5-day cumulative residual |
+2.8% (FADE) |
A modest fiscal Q4 EPS guide of ~$1.43 versus consensus of $1.41 should lift near-term estimates, but limited out-period upside and merger/regulatory uncertainty likely cause the initial ~4.5% residual gain to fade toward ~2.8% cumulatively by day 5. |
MEDIUM |