Amazon.com Inc. (NASDAQ: AMZN) beats Q2 2026 adjusted EPS consensus of approx. $1.82 per share (30 July 2026, after market close)
Partial Hit
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Amazon reported +28% YoY AWS growth in Q1 2026, the fastest pace in 15 quarters. Q2 EPS consensus is $1.82; company guidance is $194–199B net sales (+19–22% YoY) and $20–24B operating income. Drivers: continued AWS acceleration, record ad revenue, Prime Day uplift in Q2. Amazon routinely beats earnings estimates. Holding capex at $200B (no upgrade unlike Meta/Alphabet) is read positively as a cost-discipline signal.
Data basis for this prediction
- About Amazon / Finance Calendar: AMZN Q2 2026 Bericht 30. Juli 2026, EPS-Konsens 1,82 USD
- Yahoo Finance Amazon Preview Juli 2026: AWS +28 % YoY in Q1 2026, schnellste in 15 Quartalen
- Amazon Q1 2026 Earnings: Guidance 194–199 Mrd. USD Nettoumsatz, 20–24 Mrd. USD Op. Gewinn
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
Amazon meldete am 30. Juli 2026 einen GAAP-EPS von 5,75 USD – weit über dem Konsens von 1,82 USD. Allerdings war dieser Wert fast ausschließlich durch einen einmaligen, nicht operativen Vorabsteuergewinn von 53,4 Mrd. USD aus Amazons Beteiligung am KI-Startup Anthropic getrieben. Der operative/bereinigte Kern-EPS (ohne diesen Sondereffekt) wird auf ca. 1,19 USD geschätzt – also deutlich UNTER dem Konsens von 1,82 USD. Der ursprüngliche Vorhersageansatz (AWS-Wachstum, Prime Day, Werbeumsatz) war sachlich richtig – AWS wuchs sogar mit +36,7 % YoY (stärker als die prognostizierten +28 %) und der Umsatz von 200,6 Mrd. USD übertraf die Guidance. Der EPS-Beat war jedoch kein operatives Ergebnis, sondern ein Bilanzeffekt. Die Aktie stieg trotzdem +9 % nachbörslich, getrieben von AWS-Stärke und Umsatzübertreffen. Quellen: Shacknews (https://www.shacknews.com/article/150202/amazon-amzn-q2-2026-earnings-results), Alphastreet (https://news.alphastreet.com/amazon-amzn-q2-2026-earnings-beat-estimates-sales-rise-20/), CNBC (https://www.cnbc.com/2026/07/30/amazon-amzn-q2-earnings-report-2026.html)
📈 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.