Kept & Broken · Week of 2026-07-27 – 2026-08-02

The week in say-do

12 kept · 1 broken · 17 other this week.

Widest say-do gap

GDDY — current $4.0 billion buyback authorization

Biggest kept streak this week: QCOM (2 kept).

Kept

KEPT
GDDY · GoDaddy Inc.
GoDaddy expects total revenue in the range of $1.285 billion to $1.305 billion
KEPT
BK · Bank of New York Mellon Corp
Board of Directors authorized a new common share repurchase program of $6 billion
BEAT
TER · TERADYNE, INC
GAAP net income of $1.83 to $2.12 per diluted share
BEAT
APH · AMPHENOL CORP /DE/
Amphenol expects sales to be in the range of $8.1 billion to $8.2 billion
KEPT
PTC · PTC INC.
$580 to $640
BEAT
AMZN · Amazon.com Inc.
Net sales are expected to be between $194.0 billion and $199.0 billion
KEPT
CHD · CHURCH & DWIGHT CO INC /DE/
we expect a reported sales decline of approximately 1%
KEPT
AAPL · Apple Inc.
The board of directors has also authorized an additional program to repurchase up to $110 billion of the Company’s common stock.
BEAT
FTNT · Fortinet, Inc.
Revenue in the range of $1.830 billion to $1.930 billion
KEPT
QCOM · QUALCOMM INC/DE
Revenues $9.2B - $10.0B
BEAT
QCOM · QUALCOMM INC/DE
GAAP diluted EPS $1.26 - $1.46
BEAT
IEX · IDEX CORP /DE/
Second quarter 2026 organic sales projected to increase 3% to 4% from the prior year period