| IRM |
Report |
ALM-Driven Service Organic Growth |
BEAT |
pred ~21% vs. cons 17.6% (VA, Aug 4) |
MEDIUM |
| IRM |
Report |
Data Center Revenue |
BEAT |
pred ~$268M vs. cons $257M (VA, Aug 4) |
MEDIUM |
| IRM |
Report |
Total Revenue |
BEAT |
pred ~$2,010M vs. cons $1,969M (VA, Aug 4) |
MEDIUM |
| IRM |
Guide |
FY2026 Revenue (FY2026) |
BETTER |
guide ~$7,975M midpoint vs. cons $7,916M (VA, Aug 4) |
MEDIUM |
| IRM |
Guide |
FY2026 AFFO/Share (FY2026) |
BETTER |
guide ~$5.93 midpoint vs. cons $5.849 (VA, Aug 4) |
MEDIUM |
| IRM |
Guide |
FY2026 ALM Revenue (FY2026) |
BETTER |
guide ~$1,000-1,020M vs. prior guide $950M (Q1 call, Apr 30) |
MEDIUM |
| IRM |
Guide |
Q3 2026 Revenue (Q3 2026) |
BETTER |
guide ~$2,030M vs. cons ~$1,990M (VA implied) |
MEDIUM |
| IRM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| IRM |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions on FY raise and ALM acceleration drive continued buying; sell-side models move up |
MEDIUM |