Alphabet Inc. (NASDAQ: GOOGL) beats Q2-2026 earnings (29 July 2026, after market close) on adjusted Non-GAAP EPS consensus of approximately $2.65 per share (confirmed by Alphabet press release)
Partial Hit
✦ AI-generated prediction
Published on 25. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.
Data basis for this prediction
- Alphabet Earnings Kalender: Q2 2026 erwartet 29. Juli 2026 (Yahoo Finance, Stand 25.07.2026)
- Alphabet Q2 2025 Non-GAAP EPS ca. 2,29 USD — Basis für YoY-Wachstumsschätzung 2026
- Google Cloud Q1 2026 Umsatzwachstum YoY >28 % (Seeking Alpha / Alphabet IR)
- Alphabet historische EPS-Trefferquote: ≥8 konsekutive Beats (FactSet-Konsensvergleich)
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: Partial Hit
Alphabet berichtete Q2 2026 (ca. 22. Juli 2026, nicht wie vorhergesagt am 29. Juli). Das bereinigte operative EPS (GAAP-EPS $9,11 minus $6,26 Effekt aus $99 Mrd. Wertpapiergewinnen von SpaceX/Anthropic) lag bei ~$2,85 – damit übertraf Alphabet den in der Vorhersage genannten Schwellenwert von $2,65. JEDOCH: Der tatsächliche Analystenkonsens zum Berichtszeitpunkt lag bei ~$2,89 (nicht $2,65), und das bereinigte EPS verfehlte diesen Konsens knapp (~$0,04 darunter). Das beendete die Streak von mindestens 8 aufeinanderfolgenden EPS-Beats. Die im Vorfeld zu konservativ angesetzte Konsensprognose von $2,65 wurde übertroffen, die eigentliche Prämisse der Vorhersage – Alphabet setzt seine Konsens-Beat-Serie fort – trat hingegen nicht ein. Quellen: Tickeron GOOGL Q2 2026 Earnings Recap (adjusted EPS $2.85, Konsens $2.89, verfehlt), SEC Exhibit 99.1 Q2 2026 (GAAP-Effekt der Eigenkapitalgewinne: +$6,26/Aktie), Beancount.io ($2,60–$2,75 normalisierte Schätzung), CNBC Q2 2026 Earnings Recap.
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✦ 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%.
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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.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.