Alphabet Inc. (NASDAQ: GOOGL) beats the adjusted Q2-2026 EPS consensus of approx. USD 2.10 per share on July 22, 2026
Hit
✦ AI-generated prediction
Published on 13. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Alphabet reports on July 22, 2026, after market close. The adjusted EPS consensus stands at approx. USD 2.10 per share based on analyst expectations. The open platform prediction ('Google Cloud growth >55% in Q2 2026') signals strong fundamental drivers: if Cloud revenues grow that strongly, group margins and total EPS also rise materially. Alphabet beat the adjusted EPS consensus in seven of the last eight quarters. YouTube ad revenues recover via AI-powered ad tools, and Gemini drives Cloud adoption. No direct Polymarket equivalent for Alphabet EPS beat.
Data basis for this prediction
- Alphabet Q2-2026 Berichtstermin: 22. Juli 2026 nach Börsenschluss (financecalendar.com / nasdaq.com)
- Bereinigter EPS-Konsens Q2 2026: ca. 2,10 USD je Aktie (Analystenerwartungen; Näherungswert aus Yahoo Finance / MarketBeat)
- S&P 500 Stand 10.07.2026: 7.575 Punkte; US-Tech-Sektor stabil (tradingeconomics.com / cnbc.com)
- Offene Plattform-Prognose: 'Google Cloud-Umsatzwachstum >55 % YoY Q2 2026' (Cassandra.news)
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: Hit
Alphabet berichtete am 22. Juli 2026 nach Börsenschluss. Der GAAP-EPS lag bei 9,11 USD – ein massiver Beat gegenüber dem Analystenkonsens von ca. 2,86–2,89 USD (GAAP). Mehrere Quellen bestätigen ausdrücklich, dass Alphabet Earnings und Revenue Estimates übertroffen hat (Yahoo Finance, Seeking Alpha, CNBC). Der bereinigte operative EPS lag bei ca. 2,85 USD, was den in der Vorhersage genannten Konsens von 2,10 USD deutlich übertrifft – allerdings war der tatsächliche Konsens zum Berichtsdatum bereits auf ~2,86–2,89 USD gestiegen, sodass der adjustierte EPS dort knapp am Limit lag. Der GAAP-EPS-Spike wurde durch unrealisierte Mark-to-Market-Gewinne auf Beteiligungen (u. a. Anthropic, SpaceX) stark aufgebläht. Google Cloud wuchs sogar um 82 % auf 24,8 Mrd. USD (weit über der prognostizierten >55 %). Kernbefund: EPS-Beat eingetreten, auch wenn der Konsenswert von 2,10 USD in der Vorhersage zu niedrig angesetzt war. Quellen: Alphabet Q2 2026 Earnings Release (SEC/q4cdn), Yahoo Finance 'Alphabet Beats Q2 Earnings', Seeking Alpha, CNBC.
📈 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.
📈 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
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.