| V |
Report |
Non-GAAP EPS (FQ3'26) |
BEAT |
pred ~$3.28 vs. cons ~$3.23 |
HIGH |
| V |
Report |
Net revenue (FQ3'26) |
BEAT |
pred ~$11.50B vs. cons ~$11.36B |
MEDIUM |
| V |
Report |
Cross-border volume growth ex-Europe cc (FQ3'26) |
BEAT |
pred ~+11% vs. cons ~+9-10% |
MEDIUM |
| V |
Guide |
FY26 net revenue growth guide |
BETTER |
guide ~low-teens (~+12-13%) vs. cons ~+12% (FY26) |
MEDIUM |
| V |
Guide |
FY26 non-GAAP EPS growth guide |
BETTER |
guide ~low-teens (~$13.15) vs. cons ~$13.10 (FY26) |
MEDIUM |
| V |
Guide |
Q4 net revenue growth (re-accel) guide |
UNCHANGED |
guide ~+1pt re-accel to ~low-teens vs. cons ~+12% (FQ4'26) |
MEDIUM |
| V |
Guide |
FQ3 opex growth guide (FIFA marketing) |
UNCHANGED |
guide ~low-teens vs. cons ~low-teens (FQ3'26) |
MEDIUM |
| V |
Guide |
VAS growth durability commentary |
BETTER |
pred ~+24-27% cc vs. framework ~16-18% (FQ3'26) |
MEDIUM |
| V |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| V |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Likely modest EPS/revenue beat plus resilient cross-border (FIFA/travel recovery post-Ramadan) drives an initial pop, but Q3 is management's guided trough (higher incentives, tougher FX-volatility comp, tax rate stepping to ~18.5%) and the stock is near highs/richly positioned vs. a lagging MA, capping upside. A likely reaffirm/modest FY26 raise supports estimates rather than a big cut, so no sharp fade; out-period math (Q4 re-accel already in numbers) leaves little fresh upside to chase. Net: initial gain largely holds but drifts sideways. |
LOW |