Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports18 Analyses

BUY14

HOLD4

SELL0

Thursday, October 22After Close

Western Digital

WDC · Q1 FY2027Data Storage · Hard Disk Drives (HDD)

86/ 100

VerdictBUY

Western Digital beat revenue estimates by 5.8% and earnings by 13.7%, and its second-quarter guidance came in 12% above market expectations. The stock still fell 6.5% after hours because management said price increases will slow after three to four quarters. The one measure to watch from here is the annual rise in price per terabyte.

Revenue Growth (YoY): + 56%
EPS Surprise: + 14%
Post-Earnings Reaction: − 6.5%

In 30 SecondsRevenue of $4.38B beat estimates by 5.8%, and adjusted EPS of $4.64 beat by 13.7%.

Analyzed This Week

19 AnalysesShow All

LMTQ3 2026HOLD · 62

Latest Earnings Analyses

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By Date By Score By Reaction

Reaction strips share one scale: ±35%

WDC
Western Digital · Q1 FY2027
86
VerdictBUY
First Reaction▼ 6.5%
Revenue YoY
▲ 56%
EPS vs Estimate
+ 13.7%
Oct 22 · After Close
IBM
IBM · Q3 2026
60
VerdictHOLD
First Reaction▼ 5.0%
Revenue YoY
▲ 5%
EPS vs Estimate
+ 2.4%
Oct 21 · After Close
ACN
Accenture · Q4 FY2026
72
VerdictBUY
First Reaction▲ 15.8%
Revenue YoY
▲ 6%
EPS vs Estimate
+ 3.5%
Oct 1 · Pre-Market
ADBE
Adobe · Q3 FY2026
60
VerdictHOLD
First Reaction▼ 2.1%
Revenue YoY
▲ 13%
EPS vs Estimate
+ 1.0%
Sep 10 · After Close
ORCL
Oracle · Q1 FY2027
78
VerdictBUY
First Reaction▲ 6.1%
Revenue YoY
▲ 30%
EPS vs Estimate
+ 10.0%
Sep 10 · After Close
SNOW
Snowflake · Q2 FY2027
87
VerdictBUY
First Reaction▲ 23.1%
Revenue YoY
▲ 37%
EPS vs Estimate
+ 38.7%
Sep 2 · After Close
DELL
Dell Technologies · Q2 FY2027
91
VerdictBUY
First Reaction▲ 8.0%
Revenue YoY
▲ 58%
EPS vs Estimate
+ 43.0%
Sep 1 · After Close
PANW
Palo Alto Networks · Q4 FY2026
83
VerdictBUY
First Reaction▼ 1.8%
Revenue YoY
▲ 34%
EPS vs Estimate
+ 4.0%
Sep 1 · After Close
CRM
Salesforce · Q2 FY2027
78
VerdictBUY
First Reaction▲ 14.0%
Revenue YoY
▲ 11%
EPS vs Estimate
+ 80.0%
Aug 26 · After Close
CRWD
CrowdStrike · Q2 FY2027
85
VerdictBUY
First Reaction▲ 11.0%
Revenue YoY
▲ 26%
EPS vs Estimate
+ 3.9%
Aug 26 · After Close
INTU
Intuit · Q4 FY2026
57
VerdictHOLD
First Reaction▼ 7.2%
Revenue YoY
▲ 14%
EPS vs Estimate
+ 12.0%
Aug 25 · After Close
NBIS
Nebius Group · Q2 2026
86
VerdictBUY
First Reaction▲ 34.1%
Revenue YoY
▲ 454%
EPS vs Estimate
+ 83.0%
Aug 12 · Pre-Market
CRWV
CoreWeave · Q2 2026
81
VerdictBUY
First Reaction▲ 15.7%
Revenue YoY
▲ 112%
EPS vs Estimate
+ 8.0%
Aug 11 · After Close
SNDK
SanDisk · Q4 FY2026
80
VerdictBUY
First Reaction▼ 6.8%
Revenue YoY
▲ 372%
EPS vs Estimate
+ 12.0%
Aug 5 · After Close
APP
AppLovin · Q2 2026
58
VerdictHOLD
First Reaction▼ 19.7%
Revenue YoY
▲ 53%
EPS vs Estimate
+ 0.3%
Aug 5 · After Close
SHOP
Shopify Inc · Q2 2026
87
VerdictBUY
First Reaction▲ 17.0%
Revenue YoY
▲ 34%
EPS vs Estimate
+ 7.7%
Aug 5 · Pre-Market
WDC
Western Digital · Q4 FY2026
83
VerdictBUY
First Reaction▼ 13.0%
Revenue YoY
▲ 44%
EPS vs Estimate
+ 7.0%
Aug 5 · After Close
PLTR
Palantir Technologies · Q2 2026
90
VerdictBUY
First Reaction▲ 29.0%
Revenue YoY
▲ 93%
EPS vs Estimate
+ 16.0%
Aug 3 · After Close