| BR |
Report |
Q4 FY2026 adjusted EPS |
IN-LINE |
pred ~$3.78 vs. cons $3.76 |
MEDIUM |
| BR |
Report |
FY2026 recurring-revenue growth, constant currency |
IN-LINE |
pred ~7.0% vs. cons 7.0% |
HIGH |
| BR |
Report |
FY2026 closed sales |
MISS |
pred ~$252M vs. cons $265M |
MEDIUM |
| BR |
Guide |
FY2027 recurring-revenue growth, constant currency |
LOWER |
guide ~6.0% midpoint vs. cons 6.5% (FY2027) |
MEDIUM |
| BR |
Guide |
FY2027 adjusted EPS growth |
LOWER |
guide ~10.0% midpoint vs. cons 11.0% (FY2027) |
MEDIUM |
| BR |
Guide |
FY2027 closed sales |
LOWER |
guide ~$300M midpoint vs. cons $320M (FY2027) |
LOW |
| BR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.8% |
— |
MEDIUM |
| BR |
Return |
5-day cumulative residual |
-6.3% (FOLLOW-THROUGH) |
A roughly in-line Q4 is outweighed by FY2026 closed sales of ~$252M versus $265M consensus and FY2027 EPS-growth guidance of ~10.0% versus 11.0%; the implied out-period estimate cuts should extend the initial selloff as models reset. |
MEDIUM |