| V |
Report |
Net revenue |
BEAT |
pred ~$11.50B vs. cons $11.35B |
MEDIUM |
| V |
Report |
Adjusted EPS |
IN-LINE |
pred ~$3.26 vs. cons $3.23 |
MEDIUM |
| V |
Report |
Payments-volume growth |
BEAT |
pred ~9.0% vs. cons 8.8% |
MEDIUM |
| V |
Guide |
Net-revenue growth |
BETTER |
guide ~14.0% vs. cons 13.4% (FY2026 reported growth equivalent) |
LOW |
| V |
Guide |
Adjusted EPS growth |
UNCHANGED |
guide ~14.5% vs. cons 14.5% (FY2026) |
MEDIUM |
| V |
Guide |
Net-revenue growth |
BETTER |
guide ~13.0% vs. cons 11.0% (fiscal Q4 2026) |
MEDIUM |
| V |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.6% |
— |
MEDIUM |
| V |
Return |
5-day cumulative residual |
+1.4% (FADE) |
The revenue and volume beat should drive an initial +2.6% residual, but FY2026 adjusted EPS guidance of ~14.5% versus 14.5% consensus implies limited out-period estimate revisions; the cumulative residual therefore fades toward +1.4% by day 5. |
LOW |