Bank of America (NYSE: BAC) reports Q3-FY2026 earnings per share (EPS) above $1.15 — earnings release October 14, 2026 before market open (confirmed by BAC Investor Relations or Bloomberg by October 14, 2026)
Miss
✦ AI-generated prediction
Published on 8. October 2026
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Predicted for 14. October 2026
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Based on: Historical Cycle
Analyst consensus for BAC Q3-FY2026 EPS is $1.16–$1.17 (Benzinga/Yahoo Finance, as of Oct 8, 2026), up from $1.06 in Q3 2025 (+10% YoY). The US 10-year Treasury yield at ~5.32–5.35% (Oct 8, 2026) meaningfully supports Bank of America's net interest margin. Nasdaq 100 closed above 31,100 on Oct 8, 2026, benefiting investment banking and trading revenues. No Polymarket market available. My threshold of $1.15 sits 1–2 cents below consensus and implies a wide margin of error; the probability of missing the target remains limited.
Data basis for this prediction
- Benzinga/Yahoo Finance Konsens BAC Q3 FY2026 EPS: ~1,16–1,17 USD (Stand 8.10.2026)
- TradingView BAC Q3'26 Revenue Estimate: ~30,65 Mrd. USD (Stand 8.10.2026)
- US 10-Jahres-Treasury-Rendite 8.10.2026: ~5,32–5,35 % (CNBC/Bloomberg)
- Nasdaq 100 Schlussstand 8.10.2026: über 31.100 Punkte (Cassandra-Bestandsvorhersage bestätigt)
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
Bank of America meldete am 14. Oktober 2026 Q3-FY2026-Ergebnisse. Das bereinigte EPS (adjusted, ohne Sonderbelastung) lag bei 1,08 USD – deutlich unter der Schwelle von 1,15 USD. Das GAAP-EPS (reported) betrug sogar nur 0,91 USD, da eine regulatorische Vergleichszahlung von 1,2 Mrd. USD (AML/Compliance-Verfahren) das EPS um 0,17 USD belastete. Selbst auf bereinigter Basis verfehlte BAC die eigene Konsensprognose von ~1,10 USD (deutlich niedriger als die in der Vorhersage genannten 1,16–1,17 USD). Ursachen der Zielverfehlung: (1) unerwartete 1,2 Mrd. USD Strafzahlung, (2) Umsatzverfehlung gegenüber Konsens, (3) Konsens war bereits zur Berichtszeit niedriger als in der Vorhersage unterstellt. Quellen: CNBC (https://www.cnbc.com/2026/10/14/bank-of-america-bac-q3-2026-earnings.html), MarketBeat (https://www.marketbeat.com/earnings/reports/2026-10-14-bank-of-america-co-stock/), Investing.com (https://www.investing.com/news/transcripts/earnings-call-transcript-bank-of-america-q3-2026-misses-estimates-as-stock-falls-93CH-4949584)
📈 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.