Tesla (NASDAQ: TSLA) beats Q2-2026 adjusted EPS consensus of approx. $0.52 per share on July 22, 2026
Miss
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Analysts expect Tesla Q2 2026 adjusted EPS of ~$0.52 (+30% YoY) with revenue of ~$25.99B. Tesla has beaten estimates in four of the last six quarters, driven by strong energy storage and AI/FSD growth. The stock's retreat to ~$380 on July 17 suggests elevated expectation tension. Counter-argument: vehicle margins may continue to compress from China price cuts. No specific Polymarket market found for Tesla EPS; probability based on historical beat rate and sector dynamics.
Data basis for this prediction
- TipRanks: Tesla EPS-Konsens Q2 2026 ~$0,52, YoY +30 % (Stand Juli 2026)
- InvestingLive: Tesla vs. Alphabet Ergebnisvorschau Q2 2026 (Stand Juli 2026)
- TradingEconomics: Tesla (TSLA) Schlusskurs 17.07.2026 ~$380,04
- EarningsWhispers: Tesla Berichtstag 22. Juli 2026 bestätigt
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 verfehlte den EPS-Konsens deutlich: Tatsächliches bereinigtes EPS Q2 2026 lag bei 0,33 USD – rund 37 % unter dem Konsens von ~0,52–0,53 USD und sogar 18 % unter dem Vorjahreswert von 0,40 USD. Hauptursachen waren massive Investitionen in KI, Robotaxi und Fertigungskapazitäten sowie ein einbrechender operativer Gewinn (398 Mio. USD vs. 1,5 Mrd. USD erwartet) und eine stark gesunkene Bruttomarge (16,8 % vs. 19,5 % erwartet). Lediglich der Umsatz übertraf die Erwartungen (28,24 Mrd. USD vs. ~26 Mrd. USD). Quellen: Electrek (https://electrek.co/2026/07/22/tesla-tsla-q2-2026-financial-results/), Yahoo Finance (https://finance.yahoo.com/markets/stocks/article/tesla-reports-q2-earnings-miss-but-beats-on-revenue-cap-ex-spending-seen-at-25-billion-for-the-year-110300122.html), 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.