💻 Technology · Next Week

Alphabet Inc. (NASDAQ: GOOGL) beats Q2-2026 earnings (29 July 2026, after market close) on adjusted Non-GAAP EPS consensus of approximately $2.65 per share (confirmed by Alphabet press release)

Partial Hit ✦ AI-generated prediction Published on 25. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

72%

Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.

Data basis for this prediction

Alphabet Earnings Kalender: Q2 2026 erwartet 29. Juli 2026 (Yahoo Finance, Stand 25.07.2026)
Alphabet Q2 2025 Non-GAAP EPS ca. 2,29 USD — Basis für YoY-Wachstumsschätzung 2026
Google Cloud Q1 2026 Umsatzwachstum YoY >28 % (Seeking Alpha / Alphabet IR)
Alphabet historische EPS-Trefferquote: ≥8 konsekutive Beats (FactSet-Konsensvergleich)

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 Q2 2026 (ca. 22. Juli 2026, nicht wie vorhergesagt am 29. Juli). Das bereinigte operative EPS (GAAP-EPS $9,11 minus $6,26 Effekt aus $99 Mrd. Wertpapiergewinnen von SpaceX/Anthropic) lag bei ~$2,85 – damit übertraf Alphabet den in der Vorhersage genannten Schwellenwert von $2,65. JEDOCH: Der tatsächliche Analystenkonsens zum Berichtszeitpunkt lag bei ~$2,89 (nicht $2,65), und das bereinigte EPS verfehlte diesen Konsens knapp (~$0,04 darunter). Das beendete die Streak von mindestens 8 aufeinanderfolgenden EPS-Beats. Die im Vorfeld zu konservativ angesetzte Konsensprognose von $2,65 wurde übertroffen, die eigentliche Prämisse der Vorhersage – Alphabet setzt seine Konsens-Beat-Serie fort – trat hingegen nicht ein. Quellen: Tickeron GOOGL Q2 2026 Earnings Recap (adjusted EPS $2.85, Konsens $2.89, verfehlt), SEC Exhibit 99.1 Q2 2026 (GAAP-Effekt der Eigenkapitalgewinne: +$6,26/Aktie), Beancount.io ($2,60–$2,75 normalisierte Schätzung), CNBC Q2 2026 Earnings Recap.

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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

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42%

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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

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.

62%

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