[{"data":1,"prerenderedAt":349},["ShallowReactive",2],{"content-/earnings-beats-2026-07-07":3,"all-pages-for-dir":326,"related-/earnings-beats-2026-07-07":327,"og-image-/earnings-beats-2026-07-07":348},{"id":4,"title":5,"body":6,"category":309,"concepts":310,"description":311,"extension":312,"meta":313,"navigation":314,"ogImage":310,"path":315,"project_name":316,"published":317,"publishedAt":318,"seo":319,"source":320,"stem":321,"tags":322,"todo":310,"unpublished":317,"updatedAt":310,"__hash__":325},"pages/2026-07/2026-07-08/earnings-beats-2026-07-07.md","決算ビートスキャン（2026-07-07〜08）—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":296},"minimark",[9,14,23,27,33,43,46,53,63,68,126,129,133,140,199,215,219,230,234,268,270,274,288,290],[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],{},"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 $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）。",[69,141,142,159],{},[72,143,144],{},[75,145,146,148,151,154,157],{},[78,147,80],{},[78,149,150],{},"会社ガイダンス（新）",[78,152,153],{},"従来ガイダンス",[78,155,156],{},"Koyfin コンセンサス（FY2026）",[78,158,89],{},[91,160,161,181],{},[75,162,163,166,169,172,175],{},[96,164,165],{},"Revenue成長率",[96,167,168],{},"22%（±2%）",[96,170,171],{},"12%（±5%）",[96,173,174],{},"成長率16%相当",[96,176,177,178],{},"金額換算で約 ",[30,179,180],{},"+5%",[75,182,183,185,188,191,194],{},[96,184,114],{},[96,186,187],{},"$2.60（±0.05）",[96,189,190],{},"$2.15（±0.15）",[96,192,193],{},"$2.275",[96,195,196],{},[30,197,198],{},"+14.3%",[34,200,201,204],{},[37,202,203],{},"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",[37,205,206,207,210,211,214],{},"Koyfin の該当 KID（",[19,208,209],{},"eq-dpkdfn","）の ",[19,212,213],{},"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",[64,216,218],{"id":217},"headline","Headline",[34,220,221,224,227],{},[37,222,223],{},"✓ 通期ガイダンス、成長率・EPSともに上方修正（従来12%/$2.15 → 22%/$2.60）",[37,225,226],{},"✓ Integrated Memory事業が前年比+111%で牽引",[37,228,229],{},"✗ 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）",[64,231,233],{"id":232},"source","Source",[34,235,236,247,254,261],{},[37,237,238],{},[239,240,246],"a",{"href":241,"target":242,"rel":243},"https://x.com/ArazUmbayev/status/2074610586189697255","_blank",[244,245],"noopener","noreferrer","→ @ArazUmbayev（実績・ガイダンス詳細）",[37,248,249],{},[239,250,253],{"href":251,"target":242,"rel":252},"https://x.com/Temple_Eight/status/2074595420760940718",[244,245],"→ @Temple_Eight（ガイダンス根拠の詳細）",[37,255,256],{},[239,257,260],{"href":258,"target":242,"rel":259},"https://x.com/_alwaysmoney/status/2074608076288577811",[244,245],"→ @_alwaysmoney（株価反応への所感）",[37,262,263],{},[239,264,267],{"href":265,"target":242,"rel":266},"https://x.com/eWhispers/status/2074488240447385882",[244,245],"→ @eWhispers（決算発表カレンダー）",[44,269],{},[24,271,273],{"id":272},"除外確認メモ","除外・確認メモ",[34,275,276,279,282],{},[37,277,278],{},"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",[37,280,281],{},"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",[37,283,284,285,287],{},"NVDA / MU / SNDK は既存ルート（",[19,286,21],{},"）でカバー済みのため対象外",[44,289],{},[15,291,292,295],{},[30,293,294],{},"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":297,"depth":297,"links":298},2,[299,300,308],{"id":26,"depth":297,"text":26},{"id":48,"depth":297,"text":301,"children":302},"PENG Earnings beat detected（x-search, last 24h）",[303,305,306,307],{"id":66,"depth":304,"text":67},3,{"id":131,"depth":304,"text":132},{"id":217,"depth":304,"text":218},{"id":232,"depth":304,"text":233},{"id":272,"depth":297,"text":273},"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":311},"make-diary","2026-07/2026-07-08/earnings-beats-2026-07-07",[323,324,41],"決算","決算ビート","zTeQFlZiJ1mPTih9IJuJ8eVn54HK6HWyEHRalXELsB8",[],[328,332,336,340,344],{"title":329,"path":330,"publishedAt":331},"24h決算ビートスキャン（2026-07-31）: NWLは通年EPSガイダンス約+29%、ただし利益の半分は未回収の関税還付","/earnings-beats-2026-07-31","2026-08-01T00:00:00.000Z",{"title":333,"path":334,"publishedAt":335},"24h決算ビートスキャン（2026-07-30）: ガイダンスでコンセンサスを超えたのはMPWRだけ、他6銘柄は実績ビート","/earnings-beats-2026-07-30","2026-07-31T00:00:00.000Z",{"title":337,"path":338,"publishedAt":339},"24h決算ビートスキャン（2026-07-29）: LRCXの次Q売上ガイダンスが+14%、FTNT・SBUXもビート&レイズ","/earnings-beats-2026-07-29","2026-07-30T00:00:00.000Z",{"title":341,"path":342,"publishedAt":343},"24h決算ビートスキャン（2026-07-28）: TERのQ3ガイダンスがEPS+38.6%、STX・BE・Fもビート&レイズ","/earnings-beats-2026-07-28","2026-07-29T00:00:00.000Z",{"title":345,"path":346,"publishedAt":347},"24h決算ビートスキャン（2026-07-27）: CLSがビート&レイズの本命、APLDは売上+171%の異常値","/earnings-beats-2026-07-27","2026-07-28T00:00:00.000Z","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=b43e3ac014b4187a",1785654869169]