| V |
Report |
Net Revenue (Q3 FY2026) |
BEAT |
pred ~$11.55B vs. cons $11.39B (+1.4%) |
MEDIUM |
| V |
Report |
Client Incentives (Q3 FY2026) |
BEAT |
pred ~$(4.50B) vs. cons $(4.62B) (+2.6% favorable) |
MEDIUM |
| V |
Report |
Cross-Border Vol. Growth ex-Intra EU (Q3 FY2026) |
BEAT |
pred ~11-12% vs. cons 10.8% |
MEDIUM |
| V |
Guide |
FY2026 Net Revenue (FY2026) |
BETTER |
guide raised to low-to-mid teens vs. cons implying low double-digit to low teens |
MEDIUM |
| V |
Guide |
FY2026 Adj. EPS (FY2026) |
BETTER |
guide raised to mid-teens vs. cons ~$13.10 (low teens) |
MEDIUM |
| V |
Guide |
Q4 FY2026 Implied Net Revenue (Q4 FY2026) |
BETTER |
implied ~$12.0B vs. cons ~$11.80B |
MEDIUM |
| V |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| V |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — estimate revisions flow through on FY guide raise, but +17% pre-run limits incremental upside; stock consolidates near new level |
MEDIUM |