📈 Economy
· Next Month
Meta Platforms (NASDAQ: META) beats the adjusted Q2-2026 EPS consensus of approx. USD 7.18 per share on July 29, 2026
Probability
74%
Meta reports on July 29, 2026, after market close. The adjusted EPS consensus per MarketBeat and TipRanks stands at approx. USD 7.18 per share; revenue consensus is ~USD 60.18 bn (guidance: USD 58–61 bn). Meta beat the EPS consensus in each of the past four quarters. Drivers: AI-powered ad monetisation (Meta Advantage+), growing Instagram/WhatsApp user base, Llama-4-based B2B AI services, and declining infrastructure costs per user. No Polymarket equivalent for EPS beat; historical beat rate (~80%) supports the expectation.
Data basis for this prediction
- Meta Q2-2026 EPS-Konsens: 7,18 USD je Aktie (MarketBeat / TipRanks, Stand 13.07.2026)
- Meta Q2-2026 Berichtstermin: 29. Juli 2026 nach Börsenschluss; Umsatzkonsens ~60,18 Mrd. USD (financecalendar.com / catacal.com)
- Meta Q2-2026 Guidance: 58–61 Mrd. USD Umsatz (Meta Platforms Investor Relations)
- Yahoo Finance: 'Know Ahead of Meta Platforms Earnings Release' (finance.yahoo.com, 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 meldete am 29. Juli 2026 einen Q2-EPS von 6,18 USD – ein Verfehlen des Konsenses von ca. 7,17–7,23 USD um rund 14 %. Der Umsatz von 60,80 Mrd. USD übertraf den Konsens leicht (+28 % YoY). Der EPS-Miss war primär auf zwei Einmalbelastungen zurückzuführen: (1) 2,4 Mrd. USD Rückstellungen für rechtliche Verbindlichkeiten und (2) 1,18 Mrd. USD Abfindungskosten im Zuge eines Stellenabbaus von ~8.000 Stellen. Quellen: 24/7 Wall St. (https://247wallst.com/companies/meta/earnings/), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262063667-meta-stock-crashing-after-q2-2026-earnings-eps-miss-capex-tradingkey), Yahoo Finance (https://finance.yahoo.com/news/meta-misses-on-q2-earnings-stock-tumbles-121325403.html). Die Aktie fiel daraufhin ~8,75 %. Es war der erste EPS-Miss nach einer langen Serie aufeinanderfolgender Übertreffer.