| WDC |
Report |
Revenue |
BEAT |
pred ~$3.77B vs. cons $3.69B |
MEDIUM |
| WDC |
Report |
Non-GAAP gross margin |
BEAT |
pred ~52.5% vs. cons 51.7% |
MEDIUM |
| WDC |
Report |
Non-GAAP EPS |
BEAT |
pred ~$3.48 vs. cons $3.31 |
MEDIUM |
| WDC |
Guide |
FY2027 Q1 revenue guidance |
LOWER |
guide ~$3.95B vs. cons $3.98B (FY2027 Q1) |
MEDIUM |
| WDC |
Guide |
FY2027 Q1 non-GAAP gross-margin guidance |
BETTER |
guide ~53.0% vs. cons 52.8% (FY2027 Q1) |
MEDIUM |
| WDC |
Guide |
FY2027 Q1 non-GAAP EPS guidance |
UNCHANGED |
guide ~$3.73 vs. cons $3.73 (FY2027 Q1) |
MEDIUM |
| WDC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| WDC |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
Day-1 residual ~4.5% vs. S&P 500 beta-adjusted 0.0%; day-5 residual ~6.5% vs. S&P 500 beta-adjusted 0.0%. A revenue/EPS beat plus gross-margin expansion should support upward FY2027 margin and EPS revisions despite a slightly conservative Q1 revenue outlook, because the pricing, mix, and 40TB ePMR ramp commentary reinforces out-period earnings power. |
MEDIUM |