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💻 Technology · Next Week

Microsoft Corporation (NASDAQ: MSFT) beats Q1 FY2027 EPS consensus of USD 4.72 per share — earnings release October 28, 2026 after market close (confirmed by Microsoft Investor Relations or Bloomberg by October 29, 2026, 10:00 AM ET)

Hit ✦ AI-generated prediction Published on 21. October 2026 · Predicted for 29. October 2026 · Based on: Historical Cycle
Probability
80%

Microsoft reports Q1 FY2027 after market close on October 28, 2026. Analyst consensus stands at USD 4.72 EPS and USD 90.71 billion total revenue; Morgan Stanley estimates USD 4.73 per share — slightly above consensus. Microsoft has beaten EPS consensus in each of its last 8 consecutive quarters. Analysts (TradingView/Gurufocus) explicitly expect a 'larger-than-normal beat' for Q1 FY2027, driven by continued strong momentum in the Azure cloud segment. Consensus already implies +27% YoY growth vs the prior-year quarter (USD 3.72 EPS); the historical beat frequency and cloud momentum support an 80% probability.

Data basis for this prediction
  • MarketBeat Konsens-EPS Q1 FY2027: 4,72 USD; Revenue-Konsens: 90,71 Mrd. USD (Stand 21.10.2026)
  • Microsoft: 8/8 jüngste Quartale EPS-Konsens übertroffen (MarketBeat, 21.10.2026)
  • TradingView/Gurufocus: Analysten erwarten 'larger-than-normal beat' durch Azure-Cloud-Wachstum (Okt. 2026)
  • Morgan Stanley EPS-Prognose Q1 FY2027: 4,73 USD (Theta.md, 21.10.2026)

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
Microsoft berichtete am 28. Oktober 2026 nach Börsenschluss für Q1 FY2027 einen GAAP-EPS von 4,92 USD (+32 % YoY) und einen Non-GAAP-EPS von 4,89 USD – beide übertreffen den Konsens von 4,72 USD deutlich (GAAP-Beat ~+4,2 %). Auch der Umsatz von 92,3 Mrd. USD übertraf den Konsens von 90,71 Mrd. USD. Azure wuchs 48 % (stärkstes Wachstum seit fünf Quartalen) und trieb den Beat maßgeblich. Quellen: Gurufocus (EPS 4,92 USD, Revenue 92,3 Mrd. USD), Shacknews/TradingView (Beat-Bestätigung), Microsoft Investor Relations FY27 Q1 Press Release.
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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.

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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
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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%
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