| SWKS |
Report |
Net Revenue (Q3 FY26) |
BEAT |
pred ~$940M vs. cons $926.1M (VA, Jul 27, 2026) |
MEDIUM |
| SWKS |
Report |
EPS – Diluted Operating (Q3 FY26) |
BEAT |
pred ~$1.10 vs. cons $1.036 (VA, Jul 27, 2026) |
MEDIUM |
| SWKS |
Report |
Gross Profit – Operating (Q3 FY26) |
BEAT |
pred ~$424M (~45.2% margin) vs. cons $416.8M (VA, Jul 27, 2026) |
MEDIUM |
| SWKS |
Guide |
Revenue Guidance (Q4 FY26) |
BETTER |
guide ~$1,050M midpoint vs. implied cons ~$1,013M |
MEDIUM |
| SWKS |
Guide |
Gross Margin Guidance (Q4 FY26) |
BETTER |
guide ~46.0% midpoint vs. implied cons ~45.5% |
LOW |
| SWKS |
Guide |
Qorvo Merger Commentary |
UNCHANGED |
reiterate late-2026 hope, no new hard timeline vs. current market expectation |
HIGH |
| SWKS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| SWKS |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions follow Q4 guide raise; short covering extends over multiple sessions; Qorvo discount limits but does not reverse the move |
MEDIUM |