Alphabet (NASDAQ: GOOGL) beats the adjusted Q2 2026 EPS consensus of ~$2.87 per share on July 22, 2026
Miss
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Alphabet confirmed Q2 2026 results on July 22, 2026 after market close (WallStreetHorizon / Yahoo Finance). EPS consensus: $2.86–2.88 (+23% YoY, sources: TipRanks, earezki.com as of July 10, 2026). Alphabet beat EPS estimates in 7 of the last 8 quarters. Structural tailwinds: AI search ads, YouTube Shorts monetization, Google Cloud. No explicit Polymarket quote found; historical beat rate ~85% as anchor.
Data basis for this prediction
- GOOGL Q2-Ergebnis bestätigt: 22. Juli 2026 nach Börsenschluss (Yahoo Finance / WallStreetHorizon)
- EPS-Konsens Q2 2026: 2,86–2,88 USD, +23 % YoY (TipRanks / earezki.com 10.07.2026)
- GOOGL Schlusskurs 10.07.2026: 357,18 USD (CNBC / Yahoo Finance)
- Alphabet Q1 2026 Beat (SEC Form 8-K April 2026 / CNBC)
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 22. Juli 2026 einen GAAP-EPS von 9,11 USD – ein massiver nominaler Beat gegenüber dem Konsens von ~2,87–2,89 USD. Dieser Wert war jedoch durch einen einmaligen, nicht-operativen Gewinn von rund 99 Mrd. USD auf Beteiligungspapiere aufgebläht, hauptsächlich durch die Neubewertung des ~14-%-Anteils an Anthropic (Bewertung stieg von 380 auf 965 Mrd. USD nach einer 65-Mrd.-USD-Finanzierungsrunde). Das bereinigte operative EPS – das die Vorhersage explizit adressierte – lag bei ca. 2,85 USD und verfehlte damit den Konsens von ~2,87 USD knapp. Umsatz (119,8 Mrd. USD, +24 % YoY) und Cloud-Umsatz (+82 % auf 24,8 Mrd. USD) schlugen die Erwartungen deutlich. Da die Vorhersage spezifisch auf den 'bereinigten EPS-Konsens' abzielte und dieser mit ~2,85 USD leicht verfehlt wurde, gilt die Vorhersage als nicht eingetreten. Quellen: Quiver Quantitative, Seeking Alpha, Yahoo Finance, TechTimes, SEC Form 8-K.
📈 Economy
✦ AI
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.
📈 Economy
✦ AI
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.
📈 Economy
✦ AI
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).