| BR |
Report |
Adjusted EPS (Q4 FY26) |
IN-LINE |
pred ~$3.68 vs. cons ~$3.66 |
MEDIUM |
| BR |
Report |
Recurring revenue, constant currency (Q4 FY26) |
IN-LINE |
pred ~$1,505M (+5.7%) vs. cons ~$1,498M |
MEDIUM |
| BR |
Report |
Closed sales (FY26 full-year) |
MISS |
pred ~$252M (low-mid of $240-290M guide) vs. cons ~$268M |
MEDIUM |
| BR |
Guide |
FY27 recurring revenue growth (initial guide) |
LOWER |
guide ~6% CC vs. cons ~6.6% (FY27) |
MEDIUM |
| BR |
Guide |
FY27 adjusted EPS growth (initial guide) |
LOWER |
guide ~8-10% vs. cons ~10.5% (FY27) |
MEDIUM |
| BR |
Guide |
FY27 closed sales guide |
UNKNOWN |
guide ~$290-330M vs. cons ~$300M (FY27) |
LOW |
| BR |
Guide |
Annual dividend increase (20th consecutive) |
BETTER |
guide ~$4.30 (+10%) vs. cons ~$4.24 (FY27 annual rate) |
MEDIUM |
| BR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| BR |
Return |
5-day cumulative residual |
+0.0% (FADE) |
Headline EPS/recurring revenue land in-line-to-slightly-beat with a 20th dividend hike and record buyback into a washed-out, ~40%-off stock, so an initial relief pop is likely despite a slightly soft closed-sales snapback (already guided down twice, so partly discounted). But the out-period math cuts the other way: FY27 initial guide holds the algorithm but at the low end (~6% recurring, ~8-10% EPS vs. the prior double-digit cadence), and the closed-sales/backlog conversion drag pulls sell-side FY27 EPS estimates lower. With a ~9% run-up into the print, that revision math plus the unresolved tokenization/AI overhang drives partial give-back, leaving the residual roughly flat by day 5. |
LOW |