Earnings Analyses

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

Verdicts Across Listed Reports22 Analyses

BUY11

HOLD9

SELL2

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

22 AnalysesShow All

Latest Earnings Analyses

All This Week Industrials Consumer Staples Media & Telecom Financials Technology Utilities Semiconductors Consumer Health Care Energy Materials

By Date By Score By Reaction

Reaction strips share one scale: ±10%

WDC
Western Digital · Q1 FY2027
86
VerdictBUY
First Reaction▼ 6.5%
Revenue YoY
▲ 56%
EPS vs Estimate
+ 13.7%
Oct 22 · After Close
TXN
Texas Instruments · Q3 2026
86
VerdictBUY
First Reaction▲ 1.1%
Revenue YoY
▲ 28%
EPS vs Estimate
+ 7.8%
Oct 21 · After Close
BE
Bloom Energy · Q3 2026
85
VerdictBUY
First Reaction▼ 6.9%
Revenue YoY
▲ 138%
EPS vs Estimate
+ 38.2%
Oct 22 · After Close
SPCX
Space Exploration Technologies Corp (SpaceX) · Q3 2026
82
VerdictBUY
First Reaction▲ 8.1%
Revenue YoY
▲ 161%
EPS vs Estimate
+ 133.0%
Oct 20 · After Close
RTX
RTX Corp · Q3 2026
81
VerdictBUY
First Reaction▲ 0.6%
Revenue YoY
▲ 11%
EPS vs Estimate
+ 27.0%
Oct 20 · Pre-Market
GLW
Corning · Q3 2026
74
VerdictBUY
First Reaction▼ 0.3%
Revenue YoY
▲ 19%
EPS vs Estimate
+ 3.4%
Oct 27 · Pre-Market
KO
Coca-Cola · Q3 2026
73
VerdictBUY
First Reaction▼ 0.7%
Revenue YoY
▲ 7%
EPS vs Estimate
+ 4.6%
Oct 27 · Pre-Market
PG
Procter & Gamble · Q1 FY2027
72
VerdictBUY
First Reaction▲ 5.6%
Revenue YoY
▲ 4%
EPS vs Estimate
+ 6.4%
Oct 22 · Pre-Market
GE
GE Aerospace · Q3 2026
72
VerdictBUY
First Reaction▼ 3.7%
Revenue YoY
▲ 18%
EPS vs Estimate
+ 12.5%
Oct 20 · Pre-Market
T
AT&T · Q3 2026
71
VerdictBUY
First Reaction▼ 6.5%
Revenue YoY
▲ 5%
EPS vs Estimate
+ 8.3%
Oct 21 · Pre-Market
TSLA
Tesla · Q3 2026
70
VerdictBUY
First Reaction▼ 3.3%
Revenue YoY
▼ 0%
EPS vs Estimate
+ 9.1%
Oct 21 · After Close
VZ
Verizon Communications · Q3 2026
62
VerdictHOLD
First Reaction▼ 3.5%
Revenue YoY
▲ 2%
EPS vs Estimate
+ 3.1%
Oct 26 · Pre-Market
AXP
American Express · Q3 2026
62
VerdictHOLD
First Reaction▼ 3.7%
Revenue YoY
▲ 9%
EPS vs Estimate
+ 3.8%
Oct 23 · Pre-Market
LMT
Lockheed Martin · Q3 2026
62
VerdictHOLD
First Reaction▲ 7.0%
Revenue YoY
▲ 11%
EPS vs Estimate
+ 7.3%
Oct 22 · Pre-Market
LRCX
Lam Research · Q1 FY2027
62
VerdictHOLD
First Reaction▼ 6.1%
Revenue YoY
▲ 54%
EPS vs Estimate
+ 0.9%
Oct 21 · After Close
TMO
Thermo Fisher Scientific · Q3 2026
62
VerdictHOLD
First Reaction▲ 1.0%
Revenue YoY
▲ 9%
EPS vs Estimate
+ 4.4%
Oct 21 · Pre-Market
IBM
IBM · Q3 2026
60
VerdictHOLD
First Reaction▼ 5.0%
Revenue YoY
▲ 5%
EPS vs Estimate
+ 2.4%
Oct 21 · After Close
NEE
NextEra Energy · Q3 2026
56
VerdictHOLD
First Reaction▼ 0.7%
Revenue YoY
▲ 2%
EPS vs Estimate
+ 5.1%
Oct 21 · Pre-Market