Meta Platforms Inc. (NASDAQ: META) beats Q2 2026 adjusted EPS consensus of approx. $7.18 per share (July 29, 2026)
Miss
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Meta Platforms has significantly beaten the adjusted EPS consensus in each of the last four quarters — most recently Q1 2026 with $7.31 vs. consensus $6.67 (+9.6% surprise). For Q2 2026, analyst consensus stands at approx. $7.18 EPS and $60.19B revenue (within own guidance of $58-61B). Meta's AI infrastructure (Llama models, Meta AI across WhatsApp/Instagram/Messenger) and AI-powered ad targeting improvements are driving margin expansion. No Polymarket market found directly for this event; based on the 4-quarter track record: 80% probability of beat.
Data basis for this prediction
- Meta Q2 2026 EPS-Konsens: ca. 7,18 USD; Umsatz-Konsens: ca. 60,19 Mrd. USD (Benzinga/AlphaQuery, Stand 18.07.2026)
- Meta Q1 2026: EPS 7,31 USD vs. Konsens 6,67 USD (+9,6% Beat); 4 Quartale in Folge geschlagen
- Meta Q2 2026 Earnings-Termin: 29. Juli 2026 nach US-Börsenschluss (StockTitan/SEC)
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
Meta meldete am 29. Juli 2026 einen GAAP-EPS von 6,18 USD – ein Verfehlen des Konsenses von ~7,18 USD um rund 14 % (ca. −1,00 USD je Aktie). Damit endete eine sechsquartalige Serie von EPS-Beats. Ursache waren außerordentliche Kosten: 2,4 Mrd. USD Rückstellungen für Rechtsstreitigkeiten sowie 1,2 Mrd. USD Abfindungskosten im Zuge des Abbaus von 8.000 Stellen, die die Gesamtkosten um 55 % in die Höhe trieben und die operative Marge von 43 % auf 31 % drückten. Der Umsatz (60,8 Mrd. USD) übertraf hingegen die Schätzung (60,19 Mrd. USD) leicht. Quellen: Investing.com Earnings Call Transcript, TradingKey-Analyse ('EPS Missed 14%'), Yahoo Finance.
📈 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.