💻 Technology · Next Month

Alphabet Inc. (NASDAQ: GOOGL) beats the Non-GAAP EPS analyst consensus in Q3 FY2026 results (approx. October 29, 2026, after market close, confirmed by Alphabet press release or Bloomberg)

Miss ✦ AI-generated prediction Published on 31. August 2026 · Predicted for 29. October 2026 · Based on: Historical Cycle

Probability

73%

Alphabet beat Non-GAAP EPS consensus in 9 of the last 10 quarters. Google Search benefits from AI-enhanced search (AI Overviews), Google Cloud grows >25% YoY gaining AI infrastructure share, YouTube ad revenue recovering. Alphabet is not in existing predictions. No Polymarket market for Q3 2026 EPS; historical ~90% beat rate anchors the estimate. Reduced to 73% for structural search market risk from AI assistants.

Data basis for this prediction

Alphabet Q1–Q2 FY2026 Earnings: Non-GAAP EPS Konsens-Beat in beiden Quartalen (Bloomberg Consensus)
Google Cloud Q2 2026: +28 % YoY Umsatzwachstum (Alphabet Q2 2026 Pressemitteilung)
Alphabet historische EPS-Beat-Rate Q2 2022–Q2 2026: 9/10 Quartale (Bloomberg Consensus Tracker)

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 verfehlte den EPS-Konsens in Q3 2026 deutlich. Der GAAP-EPS lag bei $2,12 (Konsens: ~$3,01–$3,02), der analyst-adjustierte/Non-GAAP-EPS bei ca. $2,67 (ebenfalls unter Konsens). Hauptursachen: (1) $8,7 Mrd. unrealisierter Verlust aus dem SpaceX-Investment reduzierte den GAAP-EPS allein um ~$0,55; (2) Google Services-Umsatz ($96,3 Mrd.) verfehlte die Schätzung ($98,4 Mrd.); (3) Operating Income ($40,6 Mrd.) lag unter dem Konsens ($43,2 Mrd.). Die Aktie fiel ~10 % im After-Hours-Handel. Laut CNBC und Yahoo Finance war es Alphabets erste Top-und-Bottom-Line-Verfehlung seit fast vier Jahren – die historische ~90%ige Beat-Rate konnte die Vorhersage nicht retten. Quellen: Yahoo Finance ('GOOGL Q3 Earnings Miss Estimates'), Investing.com ('Q3 2026 profit miss sparks 10% after-hours drop'), Reuters (adjustierter EPS $2,67 unter Konsens $3,02), SEC 8-K Filing (Alphabet Q3 2026 Earnings Release).

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ARM Holdings plc (NASDAQ: ARM) beats Q2-FY2027 EPS consensus of $0.47 per share — earnings report November 4, 2026 after market close (confirmed by ARM Holdings Investor Relations or Bloomberg by November 5, 2026, 10:00 AM ET)

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