Amazon.com Inc. (NASDAQ: AMZN) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 1.82 per share (results July 30, 2026, after market close)
Partial Hit
✦ AI-generated prediction
Published on 22. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Amazon reports Q2 2026 after market close on July 30. EPS consensus: approx. $1.82, revenue consensus approx. $196B (FinanceCalendar/TipRanks). AWS grew 28% in Q1 2026 — its fastest pace in 15 quarters — and Amazon's own Q2 revenue guidance ($194–199B) already exceeded analyst consensus. Q1 AWS segment operating income of $14.16B beat the $12.84B consensus. Advertising revenue grew 24% YoY in Q1. Amazon has beaten EPS estimates in eleven consecutive quarters. Project Kuiper is an additional growth catalyst.
Data basis for this prediction
- FinanceCalendar / TipRanks: AMZN Q2 2026 EPS-Konsens 1,82 USD, Termin 30.07.2026
- Investing.com (22.07.2026): AWS wächst 28 % in Q1 2026 – schnellstes Tempo seit 15 Quartalen
- Amazon Q2 2026 Revenue Guidance: 194–199 Mrd. USD (Amazon IR Q1 2026 Earnings Call)
- 247WallSt / AOL (20.07.2026): 'Prediction: Amazon Is a Buy Before July 30 With 30% Upside'
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 berichtete am 30. Juli 2026 nach Börsenschluss einen GAAP-EPS von 5,75 USD – weit über dem Konsens von ~1,82 USD (Quelle: SEC-Pressemitteilung, CNBC, Shacknews). Allerdings enthielt das Nettoergebnis einen außerordentlichen, nicht-operativen Vorsteuerergewinn von 53,4 Mrd. USD aus der Anthropic-Beteiligung. Bereinigt um diesen Einmaleffekt lag der operative EPS bei ca. 1,19 USD – unterhalb des Konsenses von 1,82 USD. Die Vorhersage spezifizierte ausdrücklich den 'bereinigten Non-GAAP-EPS', der per Definition Einmalerträge wie den Anthropic-Buchgewinn ausklammern sollte; auf dieser Basis wurde der Konsens verfehlt. Operativ war das Ergebnis hingegen stark: AWS wuchs um 36,7 % (schnellstes Tempo seit 18 Quartalen, Umsatz 42,2 Mrd. USD) und der operative Gewinn stieg auf 27,5 Mrd. USD (+43 % YoY). Ergo: Headline-Beat ✓, aber auf dem in der Vorhersage benannten bereinigten Non-GAAP-Niveau eine Zielverfehlung, da der Beat primär durch einen nicht-operativen Sonderposten getrieben wurde.
📈 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.