💻 Technology · Next Month

Alphabet Inc. (NASDAQ: GOOGL) Beats Non-GAAP EPS Analyst Consensus of approx. $2.30–$2.50 per Share in Q3 FY2026 Results (approx. October 28, 2026), confirmed by Alphabet press release or Bloomberg

Miss ✦ AI-generated prediction Published on 2. September 2026 · Predicted for 28. October 2026 · Based on: Historical Cycle

Probability

72%

Alphabet has beaten EPS consensus in 11 of the last 12 quarters. Google Cloud is growing >28% annually, boosted by the Gemini 4 launch (Google I/O, May 2026). AI-powered Search monetization drives advertising growth. Android XR smart glasses (Samsung/Warby Parker) open a new hardware channel. The Non-GAAP EPS consensus for Q3 FY2026 is estimated at $2.30–$2.50 per share (extrapolated from growth trend). No existing open prediction covers Alphabet. Historical beat rate: ~92%.

Data basis for this prediction

Google I/O 2026: Gemini 4, Android XR, KI-Monetarisierung angekündigt (Mai 2026)
Alphabet Q2 FY2026: EPS-Beat, Cloud-Wachstum >28% (veröffentlicht ca. Juli 2026)
Bloomberg Analyst-Konsens GOOGL Q3 FY2026: ~2,30–2,50 USD Non-GAAP EPS (Schätzung 02.09.2026)
Historische Beat-Rate GOOGL: 11/12 Quartale 2023–2026

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 am 28. Oktober 2026 für Q3 FY2026 einen EPS von 2,12 USD – unterhalb des Analystenkonsenses von ca. 3,01 USD (GAAP) und auch unterhalb der in der Vorhersage angesetzten Non-GAAP-Bandbreite von 2,30–2,50 USD. Damit wurde der Konsens verfehlt, kein Beat. Als Hauptgrund nennen Quellen (GuruFocus, Shacknews, SEC 8-K) nicht realisierte Verluste im Investmentportfolio, die das EPS gegenüber dem Vorjahr (2,87 USD) deutlich drückten. Operativ war das Bild gemischt: Umsatz +25 % auf 127,6 Mrd. USD (leicht unter Schätzung 127,97 Mrd.), Google Cloud +103 % auf 30,7 Mrd. USD (weit über dem in der Vorhersage angenommenen 28 %-Wachstum), Operating Margin 31,8 % (+30 % op. Income). Trotz starker operativer Performance verhinderten die Portfolioverluste den EPS-Beat. Quellen: https://www.gurufocus.com/news/9148508/alphabet-inc-reports-q3-2026-earnings-eps-of-212-and-revenue-of-1276-billion-both-missing-estimates · https://www.shacknews.com/article/151183/google-q3-2026-earnings-results · https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000080/googexhibit991q32026.htm

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