KD Earnings

KD reported its earnings on 2026-02-09, showcasing a revenue of 3.86B against an estimate of 3.91B, resulting in a -1.3% surprise. The EPS was 0.52, surpassing the expected 0.6 by -13.33%. The stock experienced a -54.92% price change on the earnings day and a -51.72% change over the next five days, reflecting market reactions to the results.

Following KD's earnings announcement on 2026-02-09, the stock price moved by -54.92% on the day of the release. Over the subsequent five days, it saw a -51.72% change. Historically, KD's stock price tends to shift by an average of 13.52% in the 10 days leading up to earnings and 7.6% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate KD's annual revenue to reach 4.19B, while the EPS is projected at 0.93. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between KD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, KD's stock price typically moves by 13.52% in the 10 days before its earnings and 7.6% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.93 and revenue of 4.19B.

The earnings call presented mixed signals. Strong growth in hyperscaler-related revenue and a robust share repurchase program are positives. However, the Q&A revealed concerns about extended sales cycles, market dynamics, and a revision in free cash flow guidance, which offset some positives. The lack of clear guidance due to an ongoing review adds uncertainty. The overall sentiment is neutral, as positive long-term growth drivers are balanced by short-term challenges and uncertainties.