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💻 Technology · Next Year

Meta Platforms Inc. (NASDAQ: META) beats the Non-GAAP EPS analyst consensus in Q3 FY2026 earnings (~28 October 2026, after market close, confirmed by Meta press release or Bloomberg)

Hit ✦ AI-generated prediction Published on 29. August 2026 · Predicted for 28. October 2026 · Based on: Historical Cycle
Probability
68%

Meta's Q2 FY2026 showed a revenue beat (+28% YoY to $60.80bn vs. $60.29bn consensus), while GAAP EPS missed ($6.18 vs. $7.22 consensus) due to $2.40bn in legal charges and $1.18bn in severance (8,000 layoffs) — largely one-time items. In Q3, these extraordinary costs are expected to largely fall away. With analysts having already revised Q3 Non-GAAP estimates downward post-Q2, the bar is reset lower. Advertising revenue remains structurally strong (Advantage+ AI, Reels, Threads). 'Buy' calls dominate after the Q2 share-price dip.

Data basis for this prediction
  • Meta Q2 FY2026: Umsatz 60,80 Mrd. USD (+28 % YoY, Beat); GAAP EPS 6,18 USD (vs. 7,22 Konsens, Miss) (Yahoo Finance / tickeron.com)
  • Einmalkosten Q2: 2,40 Mrd. USD Rechtskosten + 1,18 Mrd. USD Abfindungen – überwiegend nicht wiederkehrend (247wallst.com / digitalapplied.com)
  • Marktreaktion: META -8 bis -10 % nachbörslich (AI-Capex-Sorgen), dann 'Buy'-Empfehlungen (barchart.com / IG International)
  • Non-GAAP EPS-Konsensrevision Q3 FY2026: Analysten senken Schätzungen nach Q2 (Bloomberg / FactSet, Stand Aug 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
[Vorzeitig entschieden] Meta Platforms berichtete Q3 FY2026-Ergebnisse bereits am 21. Oktober 2026 (nicht am 28.): Non-GAAP-EPS $7,40 gegenüber Konsens ~$6,54 — klares Beat. Umsatz $64,6 Mrd. (+26 % YoY). Quelle: CNBC Live Updates 21.10.2026, MarketBeat, ShackNews.
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%
Next Week · Predicted for 12. Nov 2026
💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%
Next Week · Predicted for 10. Nov 2026