📈 Economy · Tomorrow

Alphabet Inc. (NASDAQ: GOOGL) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. USD 2.89 per share (July 22, 2026, after market close)

Miss ✦ AI-generated prediction Published on 21. July 2026 · Predicted for 22. July 2026 · Based on: Historical Cycle

Probability

80%

Alphabet reports Q2 2026 after market close on July 22. Wall Street consensus: approx. USD 2.89 Non-GAAP EPS (+4.7% trend over 90 days). Google Cloud grew 63% in Q1 2026 to USD 20.0bn with a record EBIT margin of 32.9%; backlog nearly doubled to USD 462bn. Analysts expect ~60% cloud growth in Q2. Alphabet has beaten EPS consensus in each of the last four consecutive quarters. No specific Polymarket market found; AI/cloud momentum and historical beat rate underpin the high probability.

Data basis for this prediction

Alphastreet: GOOGL Q2 2026 Preview – EPS-Konsens ~2,89 USD, Bericht 22. Juli 2026 (nach Börsenschluss)
IG International: GOOGL Q2 2026 Preview – 63 % Cloud-Wachstum erwartet (16. Juli 2026)
Alphabet SEC 8-K Q1 2026: Cloud-Umsatz +63 % auf 20,0 Mrd. USD, EBIT-Marge 32,9 %, Backlog 462 Mrd. USD
Yahoo Finance: GOOGL EPS-Konsens-Trend +4,7 % in 90 Tagen auf 2,89 USD (Stand Juli 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 Q2 2026 am 22. Juli 2026 nach Börsenschluss. Der bereinigte Non-GAAP-EPS lag laut LSEG-Konsens bei ca. 2,89 USD, der tatsächliche Non-GAAP-EPS kam jedoch mit 2,85 USD leicht darunter herein – ein Verfehlen um ~0,04 USD (~1,4 %). (Quellen: investing.com Earnings-Call-Transcript; SEC-Einreichung Q2 2026.) Der GAAP-EPS von 9,11 USD war zwar dramatisch höher, jedoch getrieben durch einen einmaligen unrealisierten Kursgewinn auf Beteiligungen in Höhe von 99,0 Mrd. USD (+6,26 USD/Aktie) und kein Maßstab für die operative Performance. Revenue (119,8 Mrd. USD) und Google Cloud-Wachstum (82 %) schlugen die Schätzungen deutlich, aber der explizit vorhergesagte Non-GAAP-EPS-Beat gegenüber dem ~2,89-USD-Konsens trat nicht ein.

Related Predictions

📈 Economy ✦ AI

US Consumer Price Index (headline CPI) for October 2026 exceeds 3.7 percent year-on-year — BLS release November 10, 2026, 8:30 AM ET (confirmed by BLS or Bloomberg by November 10, 2026, 10:00 AM ET)

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.

65%

Next Week · Predicted for 10. Nov 2026

📈 Economy ✦ AI

Gold (XAU/USD Spot) closes above $4,400 per ounce on 31 December 2026 (confirmed by Bloomberg or Kitco by 1 January 2027)

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.

32%

Next Year · Predicted for 31. Dec 2026

📈 Economy ✦ AI

Cisco Systems Inc. (NASDAQ: CSCO) beats Q1 FY2027 EPS consensus of $1.32 per share — earnings release November 11, 2026 after market close (confirmed by Cisco Investor Relations or Bloomberg by November 12, 2026, 10:00 AM ET)

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).

80%

Next Week · Predicted for 11. Nov 2026