Alphabet Inc. (GOOGL) beats adjusted non-GAAP EPS consensus of ~$2.86 per share in Q2 2026 (July 22, 2026)
Miss
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Wall Street consensus for Alphabet Q2 2026: ~$2.86 adjusted non-GAAP EPS (MarketBeat/Yahoo Finance, as of July 14, 2026). Alphabet has beaten EPS estimates in the past four quarters — Q1 2026 actual was $5.11 vs. $2.66 consensus. Google Cloud continues double-digit growth; AI-driven ad revenue is rising. Bank of America sees upside ahead of the July 22 report. This prediction is complementary to the existing open Cassandra prediction 'Google Cloud Revenue ≥$14bn.'
Data basis for this prediction
- MarketBeat/Yahoo Finance: GOOGL Q2 2026 EPS-Konsens ca. 2,86 USD (Stand 14.07.2026)
- Alphabet Q1 2026 EPS: 5,11 USD actual vs. 2,66 USD Konsens – massiver Beat (SEC/IR)
- CoinCentral/Yahoo: 'BofA Sees Earnings Upside Ahead of July 22 Report' (Juli 2026)
- Tickeron/Nasdaq: GOOGL Earnings Date 22. Juli 2026 bestätigt, EPS-Wachstum +23,8% YoY erwartet
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Alphabet meldete am 22. Juli 2026 einen GAAP-EPS von 9,11 USD – aber dieser war durch 37,7 Mrd. USD an außerordentlichen Einmalgewinnen (unrealisierte Mark-to-Market-Gewinne auf Beteiligungen an Anthropic und SpaceX) massiv aufgebläht. Der bereinigte Non-GAAP-EPS lag laut LSEG bei 2,85 USD gegenüber dem Konsens von 2,89 USD (bzw. ca. 2,86 USD gemäß Vorhersage) – also leicht verfehlt. Quellen: Yahoo Finance ('Alphabet (GOOGL) Beats Q2 Earnings and Revenue Estimates'), CNBC Q2-2026-Live-Updates, AlphaStreet Q2-Preview (EPS Est. 2,89 USD).
💻 Technology
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Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
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PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.