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💻 Technology · Next Month

Meta Platforms (NASDAQ: META) beats Q2 2026 total revenue consensus of approx. $60.18 billion (29 July 2026)

Hit ✦ AI-generated prediction Published on 16. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle
Probability
78%

Meta reports after market close on July 29, 2026. Revenue consensus stands at $60.18B (MarketBeat) to $61.32B (ChartMill); Meta itself guided for $58–$61B for Q2. EPS consensus is approximately $7.17–7.32 per share. Meta has beaten quarterly revenue consensus in multiple consecutive quarters, driven by AI-powered ad targeting (Advantage+) and growing monetization of Reels and WhatsApp Business. No specific Polymarket market found for Q2 2026 revenue beat; estimate based on historical consistency and a robust digital advertising environment.

Data basis for this prediction
  • MarketBeat: META Q2 2026 Revenue-Konsens $60,18 Mrd., EPS-Konsens $7,17, Report 29.07.2026
  • ChartMill: META Q2 2026 EPS-Konsens $7,32 / Revenue $61,32 Mrd. (Stand 16.07.2026)
  • investor.atmeta.com: Meta Q2 2026 Revenue Guidance $58–61 Mrd. (Mai 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
Meta meldete für Q2 2026 einen Gesamtumsatz von 60,80 Mrd. USD (+28 % YoY), was den Konsens von ca. 60,18–60,29 Mrd. USD klar übertraf. Die Vorhersage bezog sich explizit auf den Umsatz-Konsens-Beat, der eingetreten ist. Quellen: StockTitan (https://www.stocktitan.net/news/META/meta-reports-second-quarter-2026-hkjfhayj8l0v.html), Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/meta-platforms-inc-meta-q2-050330313.html). Hinweis: Das EPS von 6,18 USD verfehlte den Konsens von ~7,22 USD deutlich (bedingt durch 2,4 Mrd. USD Rechtskosten und 1,18 Mrd. USD Abfindungen), was aber nicht Gegenstand der Vorhersage war.
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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
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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