[{"data":1,"prerenderedAt":339},["ShallowReactive",2],{"content-/earnings-beats-2026-07-07":3,"all-pages-for-dir":337,"og-image-/earnings-beats-2026-07-07":338},{"id":4,"title":5,"body":6,"category":321,"concepts":322,"description":323,"extension":324,"meta":325,"navigation":326,"ogImage":322,"path":327,"project_name":328,"published":329,"publishedAt":330,"seo":331,"stem":332,"tags":333,"todo":322,"unpublished":329,"updatedAt":322,"__hash__":336},"pages/2026-07/2026-07-08/earnings-beats-2026-07-07.md","決算ビートスキャン（2026-07-07〜08）— PENGが四半期実績を大幅ビート、通期ガイダンスもEPS+14%上方修正",{"type":7,"value":8,"toc":308},"minimark",[9,14,23,27,33,43,46,53,63,68,126,129,133,147,206,222,226,242,246,280,282,286,300,302],[10,11,13],"h1",{"id":12},"決算ビートスキャン2026-07-0708","決算ビートスキャン（2026-07-07〜08）",[15,16,17,18,22],"p",{},"過去24時間の米国決算のうち、",[19,20,21],"code",{},"/check-earnings"," の対象外（NVDA/MU/SNDK以外）でガイダンスがコンセンサスを大きく上回った銘柄をX検索で洗い出した。",[24,25,26],"h2",{"id":26},"サマリ",[15,28,29],{},[30,31,32],"strong",{},"ビート&レイズ銘柄: 1",[34,35,36],"ul",{},[37,38,39,42],"li",{},[30,40,41],{},"PENG","（Penguin Solutions）: Q3実績が大幅ビート（EPS +50%、売上+13.8%）。通期（FY2026）ガイダンスもEPSベースでコンセンサス比+14%の上方修正。ただし株価反応は+5%と控えめ（マクロ懸念・在庫日数への警戒）",[44,45],"hr",{},[24,47,49,52],{"id":48},"peng-earnings-beat-detectedx-search-last-24h",[50,51,41],"span",{}," Earnings beat detected（x-search, last 24h）",[54,55,60],"pre",{"className":56,"code":58,"language":59},[57],"language-text","Announced: 2026-07-07（引け後）\nReported: Q3 FY2026\nPost-earnings reaction: +5% AH（弱含み。トレーダーの一部は「本来+30%はあってよい内容」と評価）\n","text",[19,61,58],{"__ignoreMap":62},"",[64,65,67],"h3",{"id":66},"actual-vs-consensus","Actual vs Consensus",[69,70,71,90],"table",{},[72,73,74],"thead",{},[75,76,77,81,84,87],"tr",{},[78,79,80],"th",{},"指標",[78,82,83],{},"実績",[78,85,86],{},"コンセンサス",[78,88,89],{},"サプライズ",[91,92,93,110],"tbody",{},[75,94,95,99,102,105],{},[96,97,98],"td",{},"Revenue",[96,100,101],{},"$479M",[96,103,104],{},"$421M",[96,106,107],{},[30,108,109],{},"+13.8%",[75,111,112,115,118,121],{},[96,113,114],{},"EPS（Non-GAAP）",[96,116,117],{},"$0.84",[96,119,120],{},"$0.56",[96,122,123],{},[30,124,125],{},"+50.0%",[15,127,128],{},"Integrated Memory 事業だけで $275M（前年同期比+111%）。",[64,130,132],{"id":131},"forward-guidance-通期fy2026koyfin-コンセンサスとの突合","Forward Guidance — 通期FY2026（Koyfin コンセンサスとの突合）",[15,134,135,136,139,140,146],{},"一部のX投稿は「FY27ガイダンス」とラベルしていたが、これは誤り。裏取りの結果、",[30,137,138],{},"実際は今期（FY2026）ガイダンスの上方修正","で、比較対象のコンセンサスもFY2026のものだった（Koyfin の FY2026 コンセンサス EPS ",[19,141,145],{"className":142},[143,144],"language-math","math-inline","2.275・売上 ","1,581.9M と、引用ツイートの \"Est. $2.28\" がほぼ一致し裏付けが取れた）。",[69,148,149,166],{},[72,150,151],{},[75,152,153,155,158,161,164],{},[78,154,80],{},[78,156,157],{},"会社ガイダンス（新）",[78,159,160],{},"従来ガイダンス",[78,162,163],{},"Koyfin コンセンサス（FY2026）",[78,165,89],{},[91,167,168,188],{},[75,169,170,173,176,179,182],{},[96,171,172],{},"Revenue成長率",[96,174,175],{},"22%（±2%）",[96,177,178],{},"12%（±5%）",[96,180,181],{},"成長率16%相当",[96,183,184,185],{},"金額換算で約 ",[30,186,187],{},"+5%",[75,189,190,192,195,198,201],{},[96,191,114],{},[96,193,194],{},"$2.60（±0.05）",[96,196,197],{},"$2.15（±0.15）",[96,199,200],{},"$2.275",[96,202,203],{},[30,204,205],{},"+14.3%",[34,207,208,211],{},[37,209,210],{},"次四半期（Q4 FY2026）の明示ガイダンスは会社から出ていない。一部トレーダーが通期ガイダンスから逆算した非公式な参考値として「Q4売上 $580M台」という言及があるのみ",[37,212,213,214,217,218,221],{},"Koyfin の該当 KID（",[19,215,216],{},"eq-dpkdfn","）の ",[19,219,220],{},"fq0","（3Q 2026）コンセンサスが実績直前の値とほぼ一致していたため、コンセンサスの整合性は確認済み",[64,223,225],{"id":224},"headline","Headline",[34,227,228,236,239],{},[37,229,230,231,235],{},"✓ 通期ガイダンス、成長率・EPSともに上方修正（従来12%/",[19,232,234],{"className":233},[143,144],"2.15 → 22%/","2.60）",[37,237,238],{},"✓ Integrated Memory事業が前年比+111%で牽引",[37,240,241],{},"✗ 株価反応は市場全体のマクロ懸念・在庫日数（DIO）への警戒で抑えられ、+5%に留まった（内容だけなら+30%級との声も）",[64,243,245],{"id":244},"source","Source",[34,247,248,259,266,273],{},[37,249,250],{},[251,252,258],"a",{"href":253,"target":254,"rel":255},"https://x.com/ArazUmbayev/status/2074610586189697255","_blank",[256,257],"noopener","noreferrer","→ @ArazUmbayev（実績・ガイダンス詳細）",[37,260,261],{},[251,262,265],{"href":263,"target":254,"rel":264},"https://x.com/Temple_Eight/status/2074595420760940718",[256,257],"→ @Temple_Eight（ガイダンス根拠の詳細）",[37,267,268],{},[251,269,272],{"href":270,"target":254,"rel":271},"https://x.com/_alwaysmoney/status/2074608076288577811",[256,257],"→ @_alwaysmoney（株価反応への所感）",[37,274,275],{},[251,276,279],{"href":277,"target":254,"rel":278},"https://x.com/eWhispers/status/2074488240447385882",[256,257],"→ @eWhispers（決算発表カレンダー）",[44,281],{},[24,283,285],{"id":284},"除外確認メモ","除外・確認メモ",[34,287,288,291,294],{},[37,289,290],{},"同カレンダーに載っていた KRUS / EPAC / SAR / HELE は、詳細なビート/ガイダンス言及がX上で確認できず対象外とした",[37,292,293],{},"PEP・DAL等の大型銘柄は決算発表日が本窓（2026-07-07〜08）の外だったため除外",[37,295,296,297,299],{},"NVDA / MU / SNDK は既存ルート（",[19,298,21],{},"）でカバー済みのため対象外",[44,301],{},[15,303,304,307],{},[30,305,306],{},"注",": 数値はX投稿・Grok要約からの集約値。確定値は各社IRの決算リリース本文で別途確認すること。",{"title":62,"searchDepth":309,"depth":309,"links":310},2,[311,312,320],{"id":26,"depth":309,"text":26},{"id":48,"depth":309,"text":313,"children":314},"PENG Earnings beat detected（x-search, last 24h）",[315,317,318,319],{"id":66,"depth":316,"text":67},3,{"id":131,"depth":316,"text":132},{"id":224,"depth":316,"text":225},{"id":244,"depth":316,"text":245},{"id":284,"depth":309,"text":285},"dev",null,"過去24時間（2026-07-07〜08）の米国決算で、NVDA/MU/SNDK以外にコンセンサスを5%以上上回った銘柄をX検索で洗い出した日次スキャン。Penguin Solutions（PENG）が実績・通期ガイダンス双方で明確なビート&レイズを記録。","md",{},true,"/earnings-beats-2026-07-07","financial-data",false,"2026-07-08T00:00:00.000Z",{"title":5,"description":323},"2026-07/2026-07-08/earnings-beats-2026-07-07",[334,335,41],"決算","決算ビート","ra7SFUh4VzXGS7fAspS-lhiCoY5iAe3FH8VonA0Yyis",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-07-07.png?v=2026-07-08T00%3A00%3A00.000Z&title=%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E3%82%B9%E3%82%AD%E3%83%A3%E3%83%B3%EF%BC%882026-07-07%E3%80%9C08%EF%BC%89%E2%80%94%20PENG%E3%81%8C%E5%9B%9B%E5%8D%8A%E6%9C%9F%E5%AE%9F%E7%B8%BE%E3%82%92%E5%A4%A7%E5%B9%85%E3%83%93%E3%83%BC%E3%83%88%E3%80%81%E9%80%9A%E6%9C%9F%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E3%82%82EPS%2B14%25%E4%B8%8A%E6%96%B9%E4%BF%AE%E6%AD%A3&author=Kei%20Komatsu&sig=0945b9cbfa3a1c64",1783483678307]