ServiceNow Inc. (NYSE: NOW) beats the adjusted non-GAAP EPS consensus of approx. USD 4.08 per share in its Q2 2026 results (July 22, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
ServiceNow has beaten EPS consensus in 15+ consecutive quarters — one of the most consistent outperformers in large-cap software. The company benefits disproportionately from the enterprise AI wave: GenAI workflows and Now-Assist products are the fastest-growing segment. Consensus for adjusted non-GAAP EPS is ~$4.08 (approx. 25% YoY growth). JPMorgan (+11% vs. consensus) and Goldman Sachs (+50% vs. consensus) delivered exceptional beats this week, signalling robust enterprise IT and cloud spend. No existing Cassandra prediction covers ServiceNow.
Data basis for this prediction
- ServiceNow Q2 2026 Earnings-Termin: 22. Juli 2026 nach Börsenschluss (Wall Street Horizon)
- ServiceNow Non-GAAP EPS-Konsens Q2 2026: ca. 4,08 USD (FactSet-Schätzung, Stand 14.07.2026)
- JPMorgan Q2 2026: EPS 6,14 USD vs. Konsens 5,52 USD (Beat +11 %, 14.07.2026)
- Goldman Sachs Q2 2026: EPS 20,98 USD vs. Konsens 13,95 USD (Beat +50 %, 14.07.2026)
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: Hit
ServiceNow meldete am 22. Juli 2026 einen Non-GAAP-EPS von 0,90 USD je Aktie (post-split) und übertraf damit den Konsens von ~0,86 USD (~+4,3 %). Wichtiger Kontext: ServiceNow führte im Dezember 2025 einen 5:1-Aktiensplit durch. Die in der Vorhersage genannten ~4,08 USD entsprechen Pre-Split-Werten; post-split bedeutet das einen Konsens von ~0,816 USD. Das tatsächliche Ergebnis von 0,90 USD entspricht prä-Split rund 4,50 USD – ein klarer Beat. Zusätzlich wurde der Umsatz mit 3,98 Mrd. USD um ~50 Mio. USD übertroffen (+23,6 % YoY), die operative Marge lag 300 Basispunkte über der Guidance, und ServiceNow erhöhte den Jahresausblick. Quellen: GuruFocus (https://www.gurufocus.com/news/8972688/servicenow-now-reports-strong-q2-earnings-beating-expectations), Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/servicenow-now-q2-earnings-revenues-215507399.html), MarketBeat (https://www.marketbeat.com/earnings/reports/2026-7-22-servicenow-inc-stock/).
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.