Amazon.com (NASDAQ: AMZN) beats the Q2-2026 adjusted EPS consensus of $1.82 per share on July 30, 2026
Hit
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Amazon has beaten the adjusted EPS consensus in eight or more consecutive quarters. For Q2 2026, consensus expects $1.82 per share (+8.3% vs. $1.68 in Q2 2025) on revenue of $196.02B. AWS remains the key driver thanks to generative AI workloads. Management guidance tends to be conservative, supporting beats. Historical beat rate >80%; own calibration: 76%.
Data basis for this prediction
- MarketBeat (Juli 2026): Q2-EPS-Konsens $1,82 (+8,3% YoY); Umsatz-Konsens $196,02 Mrd.
- ValueSense (aktuell): "Amazon Q2 Earnings Meet: Revenue, AWS Beat; 2026 Capex Guide Jumps"
- Amazon Earnings History: 8+ aufeinanderfolgende Quartals-EPS-Beats (MarketBeat)
- AWS Q2 2026: KI-Workload-Wachstum als stärkstes Segment-Momentum
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: Hit
Amazon meldete am 30. Juli 2026 für Q2 2026 einen bereinigten EPS von ca. 1,88 USD – deutlich über dem Konsens von 1,82 USD (bzw. 1,83 USD nach Zacks). Der ausgewiesene GAAP-EPS von 5,75 USD war durch einen einmaligen Buchgewinn von ~53,4 Mrd. USD aus der Anthropic-Beteiligung stark aufgebläht, aber auch der bereinigte Wert schlug die Erwartungen klar. Der Umsatz lag bei 200,6 Mrd. USD (+20 % YoY) vs. erwartet ~196,5 Mrd. USD. AWS wuchs 36,7 % YoY – stärkstes Wachstum seit 18 Quartalen. Die Aktie stieg ~9 % nachbörslich. Quellen: Alphastreet (https://news.alphastreet.com/amazon-amzn-q2-2026-earnings-beat-estimates-sales-rise-20/), Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-surpasses-q2-earnings-211501363.html), CNBC (https://www.cnbc.com/2026/07/30/amazon-amzn-q2-earnings-report-2026.html).
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.