IBM beats Q3-FY2026 EPS consensus of $2.87 per share — earnings report October 21, 2026 after market close (confirmed by IBM Investor Relations or Bloomberg by October 22, 2026)
Hit
✦ AI-generated prediction
Published on 17. October 2026
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Predicted for 21. October 2026
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Based on: Historical Cycle
IBM reports Q3-FY2026 earnings on October 21, 2026 after market close. The FactSet/MarketBeat analyst consensus EPS is $2.87 (as of October 13, 2026). The corresponding revenue target (>$17.2 billion) is tracked as a separate open Cassandra prediction; this prediction focuses solely on EPS outperformance. IBM has historically beaten EPS consensus in ~70% of quarters (Bloomberg data). 2026 drivers: AI infrastructure (watsonx, IBM Z mainframe upgrade cycle), stable consulting business and continued margin discipline post-Kyndryl spin-off. No Polymarket market for IBM EPS found; estimate based on historical beat frequency and current product cycle.
Data basis for this prediction
- IBM Q3-FY2026 Konsens-EPS: 2,87 USD (MarketBeat, 13. Oktober 2026)
- IBM Earnings-Datum: 21. Oktober 2026, nach Börsenschluss (StockTitan Earnings Calendar, Oktober 2026)
- IBM historische EPS-Beat-Quote: ~70 % der Quartale (Bloomberg-Historik, Stand Q3 2026)
- StockTitan: Tesla, Meta and Netflix Lead Earnings Week of October 19, 2026 (stocktitan.net, Oktober 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: Hit
IBM meldete am 21. Oktober 2026 nach Börsenschluss ein bereinigtes EPS von 2,95 USD je Aktie – ein klares Beat gegenüber dem Analysten-Konsens von 2,87 USD (FactSet/MarketBeat; einzelne Quellen nennen 2,86–2,88 USD). Das entspricht einer Übertrefffung von ca. 2,4–2,8 %. Treiber waren Software (+9 % YoY), Infrastructure (+5 %) und verbesserter Consulting-Umsatz. IBM hob zudem den Free-Cash-Flow-Ausblick für das Gesamtjahr an. Quellen: Investing.com Earnings-Call-Transkript, Chartmill (‚IBM Q3 2026 Results: EPS Beat'), 247wallst, Shacknews, Yahoo Finance/Zacks.
📈 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.