| STE |
Report |
AST Organic Growth |
IN-LINE |
pred ~5.5% vs. cons 5.1% |
MEDIUM |
| STE |
Report |
Total Organic Growth |
IN-LINE |
pred ~6.5% vs. cons 6.3% |
MEDIUM |
| STE |
Report |
Adj. Operating EPS |
IN-LINE |
pred ~$2.53 vs. cons $2.510 |
MEDIUM |
| STE |
Guide |
FY27 Adj. EPS (FY27) |
UNCHANGED |
guide $11.10-$11.30 vs. cons $11.17 |
MEDIUM |
| STE |
Guide |
FY27 Revenue Growth (FY27) |
UNCHANGED |
guide +7%-+8% vs. cons ~+6.8% implied |
MEDIUM |
| STE |
Guide |
AST CC Organic Growth (FY27) |
UNCHANGED |
guide +7%-+8% vs. cons 7.7% |
MEDIUM |
| STE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| STE |
Return |
5-day cumulative residual |
-4.5% (FADE) |
FADE — in-line/maintain with no estimate upgrade catalyst; sell-side trims near-term organic growth estimates; buyback support and low beta (0.55) limit downside but do not reverse it |
MEDIUM |