Uber Technologies Inc. (NYSE: UBER) beats Q2-2026 adjusted non-GAAP EPS consensus of approx. $0.84 per share (approx. 5 August 2026, confirmed by Uber press release)
Miss
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 5. August 2026
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Based on: Historical Cycle
Uber's Mobility and Delivery segments are growing strongly, supported by Autonomous Vehicle partnerships (Waymo in San Francisco and Los Angeles). Management guided non-GAAP EPS of $0.78–$0.82; consensus sits at $0.84, already above the guidance range. Uber has beaten the EPS consensus in each of the past five quarters (100% beat rate). No Polymarket quote; calibrated on historical beat pattern and trip-volume growth.
Data basis for this prediction
- TipRanks: Uber Technologies Q2 2026 Earnings, EPS-Konsens $0.84
- Uber Non-GAAP EPS Guidance Q2 2026: $0.78–$0.82 (Uber Q1-2026-Pressemitteilung)
- Uber-Waymo AV-Partnerschaft San Francisco/LA (Uber Pressemitteilung 2025)
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
Uber meldete am 5. August 2026 einen Non-GAAP-EPS von 0,81 USD für Q2 2026 – deutlich unter dem in der Vorhersage genannten Konsens von ~0,84 USD. Das tatsächliche Ergebnis lag innerhalb der eigenen Management-Guidance (0,78–0,82 USD) und entsprach in etwa dem (offenbar nach unten revidierten) Markterwartungswert von ~0,80–0,81 USD, wurde also nicht übertroffen. Zwar schlug Uber den GAAP-EPS-Konsens deutlich (1,17 USD vs. 0,83 USD erwartet), doch die Vorhersage bezog sich explizit auf den Non-GAAP-EPS-Konsens von 0,84 USD, den Uber mit 0,81 USD verfehlte. Zusätzlich enttäuschte der Q3-Ausblick laut Medienberichten die Erwartungen, was den Aktienkurs vorbörslich unter Druck setzte. Quellen: https://investor.uber.com/news-events/news/press-release-details/2026/Uber-Announces-Results-for-Second-Quarter-2026/default.aspx | https://finance.yahoo.com/markets/stocks/articles/uber-q2-2026-earnings-guidance-111918644.html | https://www.investing.com/news/transcripts/earnings-call-transcript-uber-posts-mixed-q2-2026-results-as-stock-falls-premarket-93CH-4837671
💻 Technology
✦ AI
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.
💻 Technology
✦ AI
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%.
💻 Technology
✦ AI
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.