Tesla Inc. (NASDAQ: TSLA) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $0.52 per share (July 22, 2026, after market close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Tesla reports Q2 2026 results after close on July 22. Non-GAAP EPS consensus ~$0.52 (range $0.47–$0.55). Polymarket prices in 75.5% beat probability. Tesla delivered a record 480,126 vehicles in Q2 2026 (+25% YoY), well above estimates — signaling strong top-line and potential margin improvement. Q1 2026: $0.41 Non-GAAP EPS vs. $0.37 consensus. Multiple Seeking Alpha analyses headline 'beat is likely'. Zacks consensus $0.47; higher estimates at $0.54–$0.55. TSLA still ~-17% YTD, keeping expectations low.
Data basis for this prediction
- Polymarket: 75,5% Beat-Wahrscheinlichkeit TSLA Q2 (Stand 21.07.2026)
- Tesla Q2 2026 Deliveries: 480.126 Fahrzeuge +25% YoY (Electrek, 02.07.2026)
- Non-GAAP EPS-Konsens ~0,52 USD (MarketScreener / Zacks, 20.07.2026)
- 247wallst.com: TSLA -17% YTD; Earnings 22.07. nach Börsenschluss (20.07.2026)
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
Tesla meldete am 22. Juli 2026 nach Börsenschluss einen Non-GAAP-EPS von 0,33 USD – deutlich unter dem Konsens von ~0,52–0,53 USD (Verfehlung um ca. 37–39 %). Trotz Umsatz-Beat (28,24 Mrd. USD, +26 % YoY, über Erwartungen) brach die Profitabilität ein: GAAP-Operating-Margin kollabierte auf 1,4 % (von 4,1 % im Vorjahr), Regulatory-Credit-Einnahmen brachen ein, und Capex von 5,79 Mrd. USD (Cybercab/Robotics) führte zu negativem Free Cash Flow. Der starke Lieferrekord (480.126 Fahrzeuge) schlug sich nicht in der erhofften Margenerholung nieder. Quellen: Electrek (https://electrek.co/2026/07/22/tesla-tsla-q2-2026-financial-results/), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262049199-tesla-tsla-q2-2026-earnings-results-revenue-beat-eps-miss-margin-tradingkey), Teslarati (https://www.teslarati.com/tesla-tsla-q2-2026-earnings-results/)
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.