- Oppenheimer maintains Perform rating, citing valuation limits upside ahead of earnings
- Forecasts Q4 revenue of $112.9B and EPS of $1.96, both trailing consensus estimates
- Warns of 150 bps December-quarter product margin hit and cuts 2027 EPS 7% below consensus
?? Negative AI Sentiment (-2.5 / 10)
Observed market reaction after signal
4h -1.00%