| SWKS |
Report |
Revenue |
BEAT |
pred ~$938M vs. cons $925M |
MEDIUM |
| SWKS |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.08 vs. cons $1.03 |
MEDIUM |
| SWKS |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~45.1% vs. cons 45.0% |
MEDIUM |
| SWKS |
Guide |
FY26 Q4 revenue |
LOWER |
guide ~$1.035B vs. cons $1.060B (FY26 Q4) |
MEDIUM |
| SWKS |
Guide |
FY26 Q4 non-GAAP diluted EPS |
LOWER |
guide ~$1.45 vs. cons $1.50 (FY26 Q4) |
MEDIUM |
| SWKS |
Guide |
FY26 Q4 non-GAAP gross margin |
LOWER |
guide ~45.3% vs. cons 45.5% (FY26 Q4) |
LOW |
| SWKS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| SWKS |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Q3 beat math is modest at ~$938M revenue and ~$1.08 EPS versus $925M and $1.03 consensus, but a ~$1.035B Q4 revenue guide versus $1.060B consensus and ~$1.45 EPS versus $1.50 shifts out-period revenue, gross-margin, and EPS estimates lower. |
MEDIUM |