| WDC |
Report |
Revenue (Q4FY2026) |
BEAT |
pred ~$3.78B vs. cons $3.714B |
HIGH |
| WDC |
Report |
Gross Margin % (Q4FY2026) |
BEAT |
pred ~52.5-53.0% vs. cons ~51.9% implied |
HIGH |
| WDC |
Report |
EPS Diluted Operating (Q4FY2026) |
BEAT |
pred ~$3.55-3.65 vs. cons $3.35 |
HIGH |
| WDC |
Guide |
Revenue (Q1FY2027) |
UNCHANGED |
guide ~$4.0-4.2B midpoint vs. cons $4.123B |
MEDIUM |
| WDC |
Guide |
Gross Margin % (Q1FY2027) |
BETTER |
guide ~53-54% vs. cons ~52.3% implied |
MEDIUM |
| WDC |
Guide |
EPS Diluted Operating (Q1FY2027) |
BETTER |
guide ~$3.90-4.10 vs. cons $3.760 |
MEDIUM |
| WDC |
Guide |
FY2027 demand/LTA commentary |
BETTER |
Extend LTAs toward 2030, reaffirm >25% CAGR, HAMR qualification progress |
MEDIUM |
| WDC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| WDC |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - gross margin guide above consensus triggers sell-side FY2027 EPS revisions upward; mechanism is the same as Q4FY2025 and Q1FY2026 |
MEDIUM |