💻 Technology · Next Month

Alphabet Inc. (NASDAQ: GOOGL) beats the Non-GAAP EPS analyst consensus in Q3 FY2026 results (approx. 29 October 2026), confirmed by Alphabet press release or Bloomberg

Miss ✦ AI-generated prediction Published on 27. August 2026 · Predicted for 29. October 2026 · Based on: Statistical Pattern

Probability

72%

Alphabet has beaten the Non-GAAP EPS consensus in 11 of the last 12 quarters (~90% beat rate). Structural growth drivers remain AI-powered Google Search revenue, YouTube advertising, and Google Cloud, which has been expanding strongly. No known short-term regulatory interventions (e.g. DOJ search divestiture order) scheduled for H2 2026 that would structurally impair Q3 EPS. No direct Polymarket market available; historical base rate ~72%. Google Cloud double-digit growth continues.

Data basis for this prediction

Alphabet EPS Beat-Rate letzte 12 Quartale: 11/12 (Bloomberg/Refinitiv, 27.08.2026)
Alphabet Q3 2026 Earnings Date: ca. 29. Oktober 2026 (Bloomberg-Kalender, 27.08.2026)
Google Cloud Wachstum Q2 2026: zweistellig YoY (Alphabet Q2-Pressemitteilung, Juli 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: Miss

Alphabet meldete für Q3 2026 (Ergebnis am 28./29. Oktober 2026) einen Non-GAAP-EPS von 2,12 USD – deutlich unter dem Analystenkonsens von 3,01 USD. Hauptursache war ein erheblicher unrealisierter Verlust im Investmentportfolio, der den Gewinn belastete. Auch der Umsatz (127,58 Mrd. USD) lag minimal unter der Schätzung (127,97 Mrd. USD). Die Aktie fiel daraufhin 8–11 % nachbörslich. Trotz operativer Stärken (Google Cloud +103 % auf 30,7 Mrd. USD, Search-Umsatz +12 %) überwog der Portfolioverlust-Effekt und führte zum klaren EPS-Miss. Quellen: SEC Form 8-K (googexhibit991q32026.htm), MarketBeat Q3-2026-Report, StockStory-Analyse.

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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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