| GEN |
Report |
Non-GAAP Revenue (Q1 FY27) |
BEAT |
pred ~$1.32B vs. cons ~$1.30B |
MEDIUM |
| GEN |
Report |
Non-GAAP Diluted EPS (Q1 FY27) |
BEAT |
pred ~$0.71 vs. cons ~$0.69 |
MEDIUM |
| GEN |
Report |
Total Bookings, pro forma growth (Q1 FY27) |
BEAT |
pred ~$1.35B (+11% pro forma) vs. cons ~$1.31B (+8% pro forma) |
LOW |
| GEN |
Guide |
Q2 FY27 Revenue guide |
BETTER |
guide ~$1.345B vs. cons ~$1.32B (Q2 FY27) |
MEDIUM |
| GEN |
Guide |
Q2 FY27 Non-GAAP EPS guide |
BETTER |
guide ~$0.72 vs. cons ~$0.70 (Q2 FY27) |
MEDIUM |
| GEN |
Guide |
FY27 full-year revenue growth framework |
UNCHANGED |
guide ~9% vs. cons ~9% (FY27, reiterated 8-10% range) |
HIGH |
| GEN |
Guide |
FY27 full-year EPS growth framework |
BETTER |
guide ~15% vs. cons ~14% (FY27, within reiterated 13-17% mid-teens range) |
MEDIUM |
| GEN |
Guide |
Trust-Based Solutions >$100M revenue synergy target commentary |
UNCHANGED |
guide ~$100M vs. cons ~$0M explicitly modeled (H2 FY27 start) |
LOW |
| GEN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| GEN |
Return |
5-day cumulative residual |
-0.8% (FADE) |
A modest beat-and-reiterate (not beat-and-raise) print, arriving after a >50% run off April lows and a stock already sitting near consensus price targets, leaves little room for multiple expansion; estimate revisions likely tick up only slightly (in line with the historical ~3% average EPS surprise already baked into buy-side models), while the full-year 8-10%/mid-teens framework being reiterated rather than raised removes the incremental catalyst that drove the +16% gap after the May beat-and-raise print. Expect an initial small positive pop on the in-line-to-slight-beat numbers that fades over the week as investors rotate out on 'sell-the-news' positioning, absent fresh detail on the >$100M TBS synergy ramp or an outright guidance raise. |
MEDIUM |