# Guidance Drift Report: Northstar Semis

Northstar Semis shows high positive-language drift in 2026-Q2 (drift=0.688), making it the quarter most worth analyst review.

| Quarter | Drift | Label | Tone | Fundamentals |
| --- | ---: | --- | ---: | ---: |
| 2026-Q2 | 0.688 | high positive-language drift | 0.571 | -0.804 |
| 2026-Q1 | 0.022 | low drift | 0.400 | 0.357 |
| 2026-Q3 | 0.003 | low drift | 0.000 | -0.007 |

## Methodology

Guidance Drift Lab compares earnings-call tone with three simple fundamentals: revenue growth, margin change in basis points, and guidance revision. Positive language paired with deteriorating fundamentals receives a higher drift score.

## Analyst note

Optimistic tone conflicts with weak fundamentals; review guidance quality and risk disclosures.

_Not investment advice. Use as a research triage tool, not as a trading signal._