Alphabet Inc. (NASDAQ: GOOGL) beats the Q2 2026 adjusted EPS consensus of approx. $2.86 per share (22 July 2026)
Miss
✦ AI-generated prediction
Published on 17. July 2026
·
Predicted for 22. July 2026
·
Based on: Historical Cycle
Alphabet reports after market close on July 22, 2026. Analyst consensus stands at $2.86 adjusted EPS (+23.8% YoY) with total revenue of ~$116.53B. Alphabet has beaten the EPS consensus in seven consecutive quarters — most recently in Q1 2026 by a wide margin ($5.11 actual vs. $2.64 estimate). Google Cloud grew 63% YoY to $20.0B in Q1 2026 (fastest among hyperscalers). The ongoing AI investment cycle (Gemini 2.5, TPUv6, Workspace AI) and Search monetisation gains support margins. No direct Polymarket market found; 7-quarter beat streak implies a >80% hit rate.
Data basis for this prediction
- Alphabet Q2 2026 EPS-Konsens 2,86 USD, Umsatz-Konsens 116,53 Mrd. USD (IG International Preview, 16. Juli 2026)
- Alphabet Q1 2026 Beat: EPS 5,11 USD vs. 2,64 USD Konsens; Google Cloud +63 % YoY = 20,0 Mrd. USD (SEC Form 8-K Q1 2026)
- Earnings-Datum bestätigt: 22. Juli 2026 nach Börsenschluss (TipRanks / Wall Street Horizon, Confirmed)
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, der den GAAP-Konsens (~2,88 USD) massiv schlug – allerdings ausschließlich wegen ~80–99 Mrd. USD an nicht realisierten Bewertungsgewinnen auf die Anthropic-Beteiligung (Anthropic-Valuation stieg von 380 auf 965 Mrd. USD). Das bereinigte EPS (ex-Investment-Gains), also das in der Vorhersage gemeinte operative Kernmaß, lag bei tatsächlich 2,62 USD und verfehlte den bereinigten Analysten-Konsens von ~2,63 USD um einen Cent. Die Vorhersage nannte einen bereinigten EPS-Konsens von 2,86 USD und erwartete einen operativen Beat – dieser trat nicht ein. Quellen: Yahoo Finance/Zacks ('Alphabet (GOOGL) Beats Q2 Earnings'), TechTimes ('Cloud Revenue, Not an $80 Billion Paper EPS, Tells the Story'), Seeking Alpha ('Alphabet delivers Q2 beat with cloud revenue surging, capex disappoints'), SEC 8-K filing Q2 2026.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.