| WDC |
Report |
Revenue |
BEAT |
pred ~$3.77B vs. cons $3.69B |
MEDIUM |
| WDC |
Report |
Non-GAAP gross margin |
BEAT |
pred ~52.4% vs. cons 51.7% |
MEDIUM |
| WDC |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$3.50 vs. cons $3.31 |
MEDIUM |
| WDC |
Guide |
Revenue |
BETTER |
guide ~$4.10B vs. cons $4.02B (fiscal Q1 2027) |
MEDIUM |
| WDC |
Guide |
Non-GAAP gross margin |
BETTER |
guide ~54.0% vs. cons 53.0% (fiscal Q1 2027) |
MEDIUM |
| WDC |
Guide |
Non-GAAP diluted EPS |
BETTER |
guide ~$3.78 vs. cons $3.45 (fiscal Q1 2027) |
MEDIUM |
| WDC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
LOW |
| WDC |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
Above-consensus fiscal Q1 2027 revenue, gross-margin and EPS guidance should lift out-period estimates rather than create implicit cuts; sustained pricing, mix and 40TB-ramp commentary supports positive revisions after the initial beat, though elevated expectations limit confidence. |
LOW |