Meta Platforms (NASDAQ: META) beats Q2 2026 adjusted Non-GAAP EPS consensus of ~$7.23 per share (reporting July 29, 2026, after market close, confirmed by Meta press release)
Miss
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Meta reports after market close July 29, 2026. Analyst Non-GAAP EPS consensus ~$7.23 (AlphaStreet/MarketBeat, July 2026). In Q1 2026, Meta beat $5.47 consensus with $6.43. Key drivers: AI-powered advertising (Advantage+), Reels monetization, Instagram growth. Main risk: $125–145B capex guidance for 2026 may overshadow EPS beat. Meta beat in ≥6 of last 8 quarters. No direct Polymarket odds; historical beat rate supports ~70%.
Data basis for this prediction
- AlphaStreet: Meta Q2 2026 EPS consensus $7.23, Juli 2026
- MarketBeat: META earnings date July 29, 2026 after close
- CNBC: Meta Q1 2026 EPS $6.43 vs. $5.47 consensus (beat), Mai 2026
- MEXC/Bloomberg: Meta Q2 capex guidance focus, 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
Meta berichtete am 29. Juli 2026 einen tatsächlichen EPS von 6,18 USD – deutlich unter dem Konsens von ca. 7,17–7,23 USD. Hauptursachen des Misses waren: 2,4 Mrd. USD Sonderbelastungen aus Rechtsstreitigkeiten, 1,18 Mrd. USD Abfindungskosten sowie explodierende Gesamt-Capex von 31,08 Mrd. USD im Quartal, die die operative Marge von 43 % (Vorjahr) auf 31 % drückten. Umsatz von 60,8 Mrd. USD übertraf zwar den Konsens (~60,2 Mrd. USD), konnte die EPS-Verfehlung aber nicht kompensieren. Die Aktie fiel nach Börsenschluss rund 8–10 %. Quellen: Investing.com ('Meta misses EPS in Q2 2026'), 24/7 Wall St. ('Miss, EPS & Revenue'), Yahoo Finance ('Meta misses on Q2 earnings, stock tumbles'), AlphaStreet (Konsensschätzung 7,23 USD bestätigt).
📈 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.