📈 Economy · Next Month

Amazon.com Inc. (NASDAQ: AMZN) beats the adjusted EPS consensus of approx. USD 1.82 per share in its Q2 2026 results (July 30, 2026)

Hit ✦ AI-generated prediction Published on 14. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

74%

Amazon has beaten EPS consensus in 10+ consecutive quarters. Three growth drivers remain intact: AWS (cloud AI, ~25% YoY growth expected), Advertising Services (~18% YoY), and rising operating margins through logistics efficiency. The EPS consensus for Q2 2026 is approx. $1.82 (FactSet, as of July 14, 2026). Strong JPMorgan and Goldman Sachs beats this week signal robust enterprise cloud/IT spending — a direct proxy for AWS demand. Prediction-market-equivalent implied probability >70% for a beat. No duplicate with existing Cassandra predictions.

Data basis for this prediction

Amazon Q2 2026 EPS-Konsens: ca. 1,82 USD (FactSet/Wall Street Horizon, Stand 14.07.2026)
Amazon Q2 2026 Earnings-Termin: 30. Juli 2026 nach Börsenschluss (financecalendar.com)
JPMorgan Q2 2026 EPS-Beat: 6,14 USD vs. Konsens 5,52 USD (+11 %, 14.07.2026)
Goldman Sachs Q2 2026 EPS-Beat: 20,98 USD vs. Konsens 13,95 USD (+50 %, 14.07.2026)

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: Hit

Amazon übertraf am 30. Juli 2026 den EPS-Konsens deutlich. Der bereinigte EPS (ohne den einmaligen Anthropic-Bewertungsgewinn von 53,4 Mrd. USD) lag bei ca. 1,97 USD gegenüber dem Konsens von ~1,8563 USD (+6,1 % Überraschung). Der Headline-EPS betrug 5,75 USD, stark aufgebläht durch den nicht-operativen Anthropic-Investitionsgewinn. Die operativen Treiber der Vorhersage trafen ein: AWS-Umsatz +36,7 % YoY auf 42,2 Mrd. USD (18-Quartals-Hoch), operatives Ergebnis +43 % auf 27,5 Mrd. USD. Quellen: Alphastreet (https://news.alphastreet.com/amazon-amzn-q2-2026-earnings-beat-estimates-sales-rise-20/), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262121088-amazon-amzn-q2-2026-200-6b-revenue-5-75-eps-beat-aws-37-growth-220-capex-3-trillion-market-cap-tradingkey), Money365 (https://www.money365.market/articles/amazon-q2-2026-earnings-analysis).

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