Stock analysis posts tagged "guidance" from Openbook.
Softcat's FY26 underlying operating profit rose 19.4% to £215.1m, yet the shares fell on an FY27 guide that excludes the $1.05bn GDT acquisition.
Nike guided FY2027 revenue to fall high single digits and unveiled a USD 2.5bn Pace restructuring. What the five factors say at a twelve-year low.
Synopsys guided FY2027 revenue to a USD 11.15bn midpoint and signed AWS and OpenAI deals, lifting the shares 13%. Our read on the five factors.
Everpure guided FY2028 revenue up 39%-45% but non-GAAP operating income up 80%-100%. The 18.68% move was a bet on operating leverage, not on volume.
Caseys beat on Q1 with EPS of $7.37, up 27.7%, then fell about 10% after hours. Management left FY27 guidance untouched, and that is the whole story.
Dunelm held FY26 profit at 211.0m pounds and guided FY27 broadly flat after a hot spell hit trading. Its 100m cost plan pays out in FY29, not now.
Tyson cut group guidance a second time in a month on a wider beef loss, then raised chicken guidance to roughly the entire group's operating income.
Guidewire beat the quarter and fell 20% on its FY2027 guide. Strip out one year of record-low churn and underlying ARR growth is guided flat, not lower.
Record revenue, a raised full-year outlook, and a 10.28% fall in one session. The answer is in Marvell's gross margin guide, not the headline numbers.