| XYZ |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.92 vs. cons $0.87 |
MEDIUM |
| XYZ |
Report |
Gross Profit (Q2 2026) |
BEAT |
pred ~$3.10B vs. cons $3.04B |
MEDIUM |
| XYZ |
Report |
Adjusted Operating Income (Q2 2026) |
BEAT |
pred ~$765M vs. cons $740M |
MEDIUM |
| XYZ |
Guide |
FY2026 Gross Profit guide |
BETTER |
guide ~$12.45B vs. cons $12.33B (FY2026) |
MEDIUM |
| XYZ |
Guide |
FY2026 Adjusted EPS guide |
BETTER |
guide ~$3.95 vs. cons $3.85 (FY2026) |
MEDIUM |
| XYZ |
Guide |
Q3 2026 Adjusted Operating Income guide |
BETTER |
guide ~$800M vs. cons $780M (Q3 2026) |
LOW |
| XYZ |
Guide |
Cash App Borrow originations growth commentary |
LOWER |
guide ~high-teens% y/y deceleration vs. cons ~mid-20s% y/y (Q3 2026) |
LOW |
| XYZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| XYZ |
Return |
5-day cumulative residual |
+0.4% (FADE) |
Block's beat-and-raise pattern (as in Q1'26, which popped +6.7% day-1 and kept climbing for weeks) argues for follow-through, but this print comes after a ~19%+ YTD run to fresh highs, so much of the 'confirmation' is already priced in per the preview's own framing. Even with an in-line-to-modest beat on gross profit/AOI/EPS, out-period math matters: Borrow is explicitly guided to decelerate off 'exceptional' comps, PBAs have a guided seasonal step-down, Bitcoin Ecosystem revenue continues to shrink with BTC near $63.5k (below Q1 levels), and any hint of a 'back-half guidance walk-down' (a risk analysts have flagged) would pull forward estimates down even if Q2 itself beats. That skews the week toward partial giveback/fade of the initial pop rather than continued follow-through, though a decisive FY26 raise could still keep the residual modestly positive. |
LOW |