| XYZ |
Report |
Gross Profit (Q2 2026) |
BEAT |
pred ~$3.09B vs. cons $3.056B |
MEDIUM |
| XYZ |
Report |
Consumer Lending Origination Volume (Q2 2026) |
MISS |
pred ~$18.7B vs. cons $19.8B |
HIGH |
| XYZ |
Report |
Cash App Primary Banking Actives (Q2 2026) |
MISS |
pred ~9.65M vs. cons 10.76M |
HIGH |
| XYZ |
Guide |
Gross Profit (Q3 2026) |
BETTER |
guide ~$3.12B vs. cons ~$3.10B |
MEDIUM |
| XYZ |
Guide |
Gross Profit (FY 2026) |
BETTER |
guide ~$12.45B vs. cons $12.379B |
MEDIUM |
| XYZ |
Guide |
Adj. Operating Income (FY 2026) |
BETTER |
guide ~$3.38B vs. cons $3.351B |
MEDIUM |
| XYZ |
Guide |
Adj. Diluted EPS (FY 2026) |
BETTER |
guide ~$3.95 vs. cons $3.904 |
MEDIUM |
| XYZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| XYZ |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE — lending miss drives H2 estimate cuts on the Borrow/BNPL GP line even as FY GP guide is raised; sell-side models will reduce lending contribution, pulling consensus down over the 5-day window |
MEDIUM |