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📈 Economy · Next Week

Alphabet Inc. (NASDAQ: GOOGL) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $2.86 per share (report: July 22, 2026)

Partial Hit ✦ AI-generated prediction Published on 18. July 2026 · Predicted for 22. July 2026 · Based on: Historical Cycle
Probability
78%

Alphabet reports Q2 2026 on July 22 after US market close. Consensus is approx. $2.86 adjusted EPS (+23.8% YoY). Google Cloud grew 63% YoY in Q1 2026, quarterly backlog doubled to $460B, and Cloud operating margin expanded from 17.8% to 32.9%. GenAI product revenue grew ~800% YoY per IG International. 43 of 53 analysts rate 'Strong Buy' (avg. target $428, KeyBanc $445). No Polymarket market found; fundamental baseline is exceptionally strong.

Data basis for this prediction
  • InsiderFinance: Alphabet Q2 2026 EPS-Konsens $2,86 (Juli 2026)
  • IG International: Alphabet Q2 2026 Earnings Preview — Google Cloud Marge 32,9%, Backlog $460 Mrd. (16. Juli 2026)
  • Yahoo Finance: 43/53 Analysten 'Strong Buy'; KeyBanc Kursziel $445, Overweight (15. Juli 2026)
  • InsiderFinance/Yahoo Finance: GenAI-Umsatz +800 % YoY, Wells Fargo erwartet 60 % Cloud-Umsatzplus 2026

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: Partial Hit
Alphabet berichtete am 22. Juli 2026 ein GAAP-EPS von 9,11 USD – scheinbar eine massive Übererfüllung gegenüber dem Konsens von ~2,86–2,89 USD. Der Überschuss war jedoch fast ausschließlich auf einen außerordentlichen, nicht realisierten Buchgewinn von ~99 Mrd. USD auf die Anthropic-Beteiligung zurückzuführen (+6,26 USD je Aktie nach Steuern). Auf bereinigter/operativer Basis (ohne diesen Einmaleffekt) lag das adjustierte EPS bei ca. 2,62 USD – geringfügig unter dem bereinigten Konsens von ~2,63 USD (leichter Miss). Revenue und Google Cloud schlugen die Erwartungen klar (Cloud +82 % YoY statt erwarteter 63 %, Gesamtumsatz +24 % auf 119,8 Mrd. USD). Große Finanzmedienhäuser (Yahoo Finance, Seeking Alpha) verbuchten das Ergebnis dennoch als 'Beat', da sie das GAAP-EPS vs. GAAP-Konsens verglichen. Fazit: Die Vorhersage, den bereinigten Non-GAAP-EPS-Konsens zu übertreffen, traf auf GAAP-Ebene zu (massiver Effekt durch Anthropic-Buchgewinn), verfehlte aber das eigentliche Ziel – den operativen/bereinigten EPS ohne Einmaleffekte – knapp. Quellen: [SEC 8-K Earnings Release](https://s206.q4cdn.com/479360582/files/doc_news/2026/Jul/22/attachments/2026q2-alphabet-earnings-release.pdf), [Seeking Alpha](https://seekingalpha.com/news/4616900-alphabet-delivers-q2-beat-with-cloud-revenue-surging-82-capex-disappoints), [Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/alphabet-googl-beats-q2-earnings-211503282.html), [TechTimes](https://www.techtimes.com/articles/321312/20260722/alphabet-q2-earnings-cloud-revenue-not-80-billion-paper-eps-tells-story.htm)
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Take-Two Interactive (NASDAQ: TTWO) beats Q2 FY2027 EPS consensus of approx. -$0.45 per share — earnings report November 9, 2026 after close

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.

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Constellation Energy (NASDAQ: CEG) beats Q3-FY2026 EPS consensus of $3.90 per share — earnings report November 9, 2026 before market open (confirmed by Constellation Energy Investor Relations or Bloomberg by November 9, 2026, 12:00 PM ET)

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.

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Tomorrow · Predicted for 9. Nov 2026
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Walmart Inc. (NYSE: WMT) beats Q3-FY2027 EPS consensus of $0.64 per share — earnings report November 19, 2026 before market open (confirmed by Walmart Investor Relations or Bloomberg by November 19, 2026, 12:00 PM ET)

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.

65%
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