Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Wednesday, September 30, 2026 — the Triple Check on that evening's after-hours reports.

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Micron smashes Q4 estimates and guides Q1 well above the Street, but shares slip on capex sticker shock — Micron was the only watchlist name to report after Tuesday's close, delivering a blowout beat on both lines and a Q1 guide well above consensus on red-hot HBM/AI memory demand, though the stock dipped slightly after hours as investors digested sharply higher FY2027 capital spending plans.

Reports covered

1 company reviewed.

Strong Beat

EPS vs. Consensus

$33.42 adjusted actual vs $31.61 consensus (+5.7%)

Revenue vs. Consensus

$54.23B actual vs $51.07B consensus (+6.2%)

Forward Guidance

Guided fiscal Q1 2027 revenue to $61.5B +/- $1.5B and adjusted EPS to $38.15 +/- $1.00, both well above consensus of $57.0B revenue and $35.14-$35.40 EPS, citing HBM fully booked with supply shortage extending beyond 2027 and higher pricing across DRAM.

Price Reaction

-1.2% after hours (fell to ~$1,056.75 from a $1,066.10 close), a muted/slightly negative move despite the beat

Micron beat on both EPS and revenue and guided next quarter meaningfully above Street expectations on the back of fully-booked HBM supply and strong AI-driven DRAM pricing, qualifying as a Strong Beat by the numbers. The after-hours dip reflects investor caution over sharply higher FY2027 capex (capex rising above the mid-$40B range) and near-term margin/free-cash-flow pressure from that spending, rather than any disappointment in the quarter itself.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

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