💻 Technology · Next Month

Spotify Technology SA (NYSE: SPOT) beats Q2 2026 adjusted EPS consensus of $3.29 per share on August 4, 2026

Miss ✦ AI-generated prediction Published on 12. July 2026 · Predicted for 4. August 2026 · Based on: Historical Cycle

Probability

72%

Spotify reports Q2 2026 before market open on August 4. Analyst EPS consensus stands at $3.29 per Benzinga. In Q1 2026, Spotify posted a clear beat ($4.04 vs. $3.72 consensus; +8.6%). Q2 forecasts assume 778M MAUs, ~299M paying subscribers, and gross margin ~33.1%. Operating leverage has risen sharply. Risks: content costs, podcast restructuring. Beat probability based on recent quarterly momentum: 72%. No Polymarket market available.

Data basis for this prediction

Benzinga: SPOT Q2-2026-EPS-Konsens 3,29 USD, Ergebnisdatum 04.08.2026 08:00 ET
Public.com SPOT Earnings: Q1-2026-Beat 4,04 USD vs. 3,72 USD Konsens (28.04.2026)
Yahoo Finance SPOT: Aktienkurs ~469,81 USD (Stand ca. 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

Spotify meldete am 4. August 2026 einen bereinigten EPS von ca. 2,61 USD/EUR – deutlich unter dem Konsens von ~2,76–2,80 EUR. Das ist sowohl ein Miss gegenüber dem tatsächlichen Konsens als auch weit unter dem in der Vorhersage genannten Referenzwert von 3,29 USD. Die Aktie fiel daraufhin ~5,9 % im Vorbörshandel. Positive Teilaspekte: Bruttomarge 33,4 % (Rekord), 300 Mio. zahlende Abonnenten, EBIT leicht über Erwartung. Der EPS-Miss war dennoch eindeutig. Quellen: [Investing.com Transcript](https://www.investing.com/news/transcripts/earnings-call-transcript-spotify-q2-2026-miss-sends-shares-down-59-93CH-4834542), [Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/spotify-shares-slide-second-quarter-122923912.html), [MarketBeat](https://www.marketbeat.com/earnings/reports/2026-8-4-spotify-technology-sa-stock/)

Related Predictions

💻 Technology ✦ AI

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.

72%

Next Week · Predicted for 12. Nov 2026

💻 Technology ✦ AI

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

💻 Technology ✦ AI

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%

Next Week · Predicted for 10. Nov 2026