Guidance
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Guidance coverage, page 2
Sandisk's Three-Year Model Guides Gross Margin Below Where It Already Is. The Stock Closed Up 13.67% Anyway
At its Aug. 13 investor day Sandisk laid out an FY2028-FY2030 framework built on approximately 80% non-GAAP gross margin. Its last reported quarter came in at 84.6% non-GAAP and its current-quarter non-GAAP guide is 83.0% to 85.0%. What the market bought was not the margin line but the contract book underneath it.
Cisco Guided Fiscal 2027 Above the Street and Lost 8.4% Anyway. The Argument Was About Margin.
Cisco's fiscal 2027 revenue and EPS ranges came in well ahead of consensus and hyperscaler AI infrastructure orders hit $9.3 billion for the year. Adjusted gross margin still fell 210 basis points, and that is the line the market traded on Thursday.
Optical suppliers are guiding far above the models, and the tape is still fading the prints
Coherent guided fiscal first-quarter revenue about 8% above consensus and earnings about 10% above, hours after Lumentum's own outlook drove a rally across the group. Coherent shares fell in extended trading anyway.
Performance Food Group guides to $73 billion in sales and gets sold on a one-cent miss
The distributor set a fiscal 2027 outlook implying another year of mid-to-high single digit sales growth, but shares fell more than 4% after fourth-quarter profit landed a penny light.
Insulet's Modest Guidance Trim Triggers an Outsized Selloff
The Omnipod maker beat on every headline number, but a small cut to its full-year revenue outlook was enough to send shares sharply lower in a season with little tolerance for caution.
Simon Property Raises Full-Year FFO Guidance as Mall Metrics Stay Hot
The mall REIT lifted its 2026 funds-from-operations outlook to $13.20 to $13.30 per share on the strength of 13.9% retailer sales growth, and the market's calm response shows what a raise buys this season.