| APP |
Report |
Revenue |
BEAT |
pred ~$1.970B vs. cons $1.947B |
MEDIUM |
| APP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.673B vs. cons $1.645B |
MEDIUM |
| APP |
Report |
Adjusted EBITDA Margin |
IN-LINE |
pred ~84.9% vs. cons 84.53% |
MEDIUM |
| APP |
Guide |
Revenue (Q3 2026) |
BETTER |
guide ~$2.10B-$2.14B vs. cons $2.083B |
MEDIUM |
| APP |
Guide |
Adjusted EBITDA (Q3 2026) |
BETTER |
guide ~$1.77B-$1.81B vs. cons $1.754B |
MEDIUM |
| APP |
Guide |
Margin / AXON onboarding (Q3 2026) |
UNCHANGED |
guide ~84%-85% vs. cons 84.22%; constructive onboarding commentary |
MEDIUM |
| APP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.0% |
— |
LOW |
| APP |
Return |
5-day cumulative residual |
+6.0% (STABILIZE) |
STABILIZE — modest A, de-rated setup |
LOW |