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 BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.
📈 Economy
✦ AI
Cisco has beaten Non-GAAP EPS consensus in 7 of its last 8 quarters. For Q1 FY2027 (August–October 2026) the company itself guided $1.32–$1.34 per share — the market consensus of $1.32 sits at the bottom of this self-guided range, which historically signals a beat for Cisco (Q4 FY2026: $1.22 vs. consensus $1.17). AI-networking growth, Splunk integration synergies, and record Q4 FY2026 revenue ($17.25B) confirm the structural growth momentum. Q1 FY2027 revenue consensus: $18.11B (within guidance range $18.0–18.2B).