Print confirms the bar
Print misses / ramp slips
Guide-above-consensus revision loop
Guide-above-consensus revision loop
wave holds — bar confirmed
Beat + guide
above prior consensus
Recompute
forward estimates
Price-target
raises
Strong-Buy consensus
rising avg target
Fiscal Q3
late Nov
Oct 15 investor day
upgrade or cap margins
Miss / 800G to 1.6T
ramp downshift
estimate + PT wave
durable — bar confirmed
reversal: raises unwind