| BR |
Report |
Adj EPS (Q4 FY2026) |
MISS |
pred ~$3.68 vs. cons $3.767 |
MEDIUM |
| BR |
Report |
Recurring Revenue (Q4 FY2026) |
BEAT |
pred ~$1,530M vs. cons $1,507M |
MEDIUM |
| BR |
Report |
Closed Sales (Q4 FY2026) |
MISS |
pred ~$118M vs. cons $135M |
MEDIUM |
| BR |
Guide |
FY2027 Recurring Revenue Growth (FY2027) |
UNCHANGED |
guide ~5-7% vs. cons ~6.4% |
MEDIUM |
| BR |
Guide |
FY2027 Adj EPS Growth (FY2027) |
UNCHANGED |
guide ~7-11% vs. cons ~8.9% |
MEDIUM |
| BR |
Guide |
Closed Sales Pipeline / Deal Cycle (qualitative) |
LOWER |
cautious tone, no acceleration signal vs. market normalization expectation |
MEDIUM |
| BR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| BR |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side trims FY2027 recurring revenue estimates as closed sales miss implies lower backlog entering FY2027; no near-term catalyst to reverse |
MEDIUM |