Eli Lilly and Company (NYSE: LLY) beats the adjusted EPS consensus of approx. $8.89 in Q2 2026 earnings (August 5, 2026, before market open)
Miss
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 5. August 2026
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Based on: Historical Cycle
Eli Lilly reports Q2 2026 on August 5 before market open. EPS consensus is approx. $8.89/share (Meyka/TipRanks); revenue consensus is $20.5B. Structural driver: GLP-1 demand for Mounjaro (diabetes) and Zepbound (obesity) remains relentless; Lilly is market leader in the fast-growing incretin segment. Lilly has consistently beaten estimates in recent quarters. Risk factors: incretin production capacity constraints; potential US drug pricing pressure (IRA implementation). No Polymarket odds found; beat probability structurally high.
Data basis for this prediction
- Meyka.com: LLY Q2 2026 Ergebnis erwartet 5. August vor Marktöffnung (meyka.com, Stand Juli 2026)
- TipRanks/Meyka: EPS-Konsens Q2 2026 ca. 8,89 USD; Umsatz-Konsens 20,50 Mrd. USD
- SEC EDGAR: Eli Lilly Form 8-K FY2026 Q1 – als Referenz für Wachstumstraj. (sec.gov)
- Public.com/LLY: Lilly Earnings History – konsistente Beats (Stand 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
Eli Lilly meldete am 5. August 2026 vor Marktöffnung ein bereinigtes EPS von 8,38 USD für Q2 2026 – was unterhalb des in der Vorhersage genannten Konsens-Schwellenwerts von ca. 8,89 USD liegt. Die Vorhersage ist daher gemäß ihrem eigenen Maßstab verfehlt. Ursache: Der in der Vorhersage verwendete Konsens-EPS (~8,89 USD, Meyka/TipRanks) war deutlich zu hoch angesetzt – der tatsächliche Analysten-Konsens lag laut Alphastreet/CNBC bei ca. 6,01–6,55 USD je Aktie. Diesen echten Konsens schlug Lilly massiv (~+30–40 %). Umsatz: 22,97 Mrd. USD (+48 % yoy), ebenfalls weit über Konsens (~20,5 Mrd. USD). Quellen: Lilly Investor Relations (investor.lilly.com), PR Newswire (prnewswire.com/news-releases/302843165), Alphastreet (news.alphastreet.com/eli-lilly-and-company-lly-q2-2026-preview-eps-est-6-55-reports-august-5), CNBC (cnbc.com/2026/08/05/eli-lilly-lly-earnings-q2-2026).
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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.
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