SAP SE (NYSE: SAP) beats the Q2-2026 adjusted EPS consensus of approx. USD 2.04 per share (July 23, 2026)
Miss
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 23. July 2026
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Based on: Statistical Pattern
SAP reports Q2 results on July 23, 2026 pre-market. Analyst consensus stands at approx. USD 2.04 adjusted EPS per MarketBeat. SAP's AI assistant Joule and Business AI suite are driving sustained cloud revenue growth (>30% YoY in recent quarters). The growing cloud backlog and rising on-premise-to-cloud conversion rates support a beat; SAP has exceeded EPS consensus in 7 of the last 8 quarters. No direct Polymarket market for SAP Q2 2026 found.
Data basis for this prediction
- MarketBeat: SAP Q2 2026 EPS-Konsens ~$2.04 bereinigt, 17.07.2026
- SAP Investor Relations: Q2 2026 Ergebnisdatum 23. Juli 2026 bestätigt
- SAP Q1 2026 IR-Bericht: Cloud-Umsatzwachstum >30% YoY – anhaltendes Momentum
- AlphaStreet: SAP Earnings Calendar Q2 2026, 17.07.2026
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
SAPs Q2-2026-Ergebnisse vom 23. Juli 2026 zeigten einen non-IFRS bereinigten EPS von €1,59, klar unter dem FactSet-Konsens von €1,75 (Quellen: MarketScreener, finanzen.net). Bei EUR/USD ~1,1411 entspricht das ~$1,81 USD – deutlich unter dem genannten Konsens von ~$2,04. Die Vorhersage verfehlte ihr spezifisches Ziel (bereinigter EPS-Beat). Einige US-Quellen (Zacks, GuruFocus) meldeten irreleitend ein 'EPS Beat' mit $2,15 – das ist der GAAP/IFRS-EPS (€1,89), nicht der bereinigte non-IFRS-EPS.
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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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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.