| BR |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.80 vs. cons $3.77 |
MEDIUM |
| BR |
Report |
Revenue |
IN-LINE |
pred ~$2.170B vs. cons $2.164B |
MEDIUM |
| BR |
Report |
Equity proxy record growth |
BEAT |
pred ~12% vs. cons 5% |
MEDIUM |
| BR |
Guide |
FY2027 adjusted EPS growth |
UNCHANGED |
guide ~8-12% vs. cons ~8.6% growth |
MEDIUM |
| BR |
Guide |
FY2027 recurring-revenue growth |
BETTER |
guide ~7-9% vs. cons proxy ~4.6% total-revenue growth, UNVERIFIED |
LOW |
| BR |
Guide |
FY2027 closed sales |
BETTER |
guide ~$290-330M vs. cons $290.7M |
MEDIUM |
| BR |
Guide |
Sales-conversion commentary |
LOWER |
guide: elongated large-deal cycles, no reliable numeric consensus |
LOW |
| BR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| BR |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sales-cycle caution keeps pressure on FY2027 estimates |
LOW |