Alphabet Inc. (NASDAQ: GOOGL) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. $2.90 per share (July 22, 2026, after close)
Miss
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Analysts project Alphabet Q2 2026 Non-GAAP EPS at ~$2.90 (+25.5% YoY) and total revenue ~$116.9B (+21.3% YoY). Alphabet has beaten consensus EPS in each of the past four quarters. FactSet reports an S&P 500 Q2 2026 EPS beat rate of ~75%; Alphabet historically exceeds this benchmark. Google Cloud (separate open prediction: >$23B quarterly revenue) supports corporate margins. No direct prediction market quote available.
Data basis for this prediction
- Kiplinger Earnings Calendar (Juli 2026): Alphabet EPS-Konsens ca. 2,90 USD, Umsatz ca. 116,9 Mrd. USD (+21,3 % YoY)
- FactSet Q2 2026 Earnings Season (Stand 18. Juli 2026): S&P-500-Beat-Rate ca. 75 %
- Earningswhispers.com Kalender 22. Juli 2026: 136 Berichte an diesem Tag, Alphabet als Highlight
- CNBC (13. Juli 2026): S&P 500 auf 7.543,59; breites Gewinnwachstum Q2 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
Alphabet meldete für Q2 2026 (22. Juli 2026) einen bereinigten Non-GAAP-EPS von ca. 2,85 USD – leicht unterhalb der Konsensschätzung von ca. 2,89–2,90 USD (LSEG-Konsens: 2,89 USD). Die Vorhersage, den Non-GAAP-EPS-Konsens zu übertreffen, ist damit knapp nicht eingetreten. Der GAAP-EPS explodierte zwar auf 9,11 USD, da ein ~99-Mrd.-USD-Buchgewinn auf Beteiligungen (vor allem Anthropic) das Ergebnis aufblähte – dieser Effekt ist aber per Definition nicht Teil des bereinigten Non-GAAP-EPS. Operativ war das Quartal stark: Umsatz 119,8 Mrd. USD (Konsens: ~116,5 Mrd. USD, +24 % YoY), Google Cloud +82 % auf 24,8 Mrd. USD. Quellen: CNBC Q2 Live-Updates (cnbc.com/2026/07/22/google-earnings-q2-goog-live-updates.html), Yahoo Finance 'Alphabet (GOOGL) Beats Q2 Earnings' (finance.yahoo.com), Alphastreet Preview (news.alphastreet.com), TechTimes Analyse (techtimes.com/articles/321312).
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 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
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.