📈 Economy · Next Month

Amazon.com Inc. (NASDAQ: AMZN) beats Q2 2026 adjusted EPS consensus of approx. $1.82 per share (30 July 2026, after market close)

Partial Hit ✦ AI-generated prediction Published on 21. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

70%

Amazon reported +28% YoY AWS growth in Q1 2026, the fastest pace in 15 quarters. Q2 EPS consensus is $1.82; company guidance is $194–199B net sales (+19–22% YoY) and $20–24B operating income. Drivers: continued AWS acceleration, record ad revenue, Prime Day uplift in Q2. Amazon routinely beats earnings estimates. Holding capex at $200B (no upgrade unlike Meta/Alphabet) is read positively as a cost-discipline signal.

Data basis for this prediction

About Amazon / Finance Calendar: AMZN Q2 2026 Bericht 30. Juli 2026, EPS-Konsens 1,82 USD
Yahoo Finance Amazon Preview Juli 2026: AWS +28 % YoY in Q1 2026, schnellste in 15 Quartalen
Amazon Q1 2026 Earnings: Guidance 194–199 Mrd. USD Nettoumsatz, 20–24 Mrd. USD Op. Gewinn

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: Partial Hit

Amazon meldete am 30. Juli 2026 einen GAAP-EPS von 5,75 USD – weit über dem Konsens von 1,82 USD. Allerdings war dieser Wert fast ausschließlich durch einen einmaligen, nicht operativen Vorabsteuergewinn von 53,4 Mrd. USD aus Amazons Beteiligung am KI-Startup Anthropic getrieben. Der operative/bereinigte Kern-EPS (ohne diesen Sondereffekt) wird auf ca. 1,19 USD geschätzt – also deutlich UNTER dem Konsens von 1,82 USD. Der ursprüngliche Vorhersageansatz (AWS-Wachstum, Prime Day, Werbeumsatz) war sachlich richtig – AWS wuchs sogar mit +36,7 % YoY (stärker als die prognostizierten +28 %) und der Umsatz von 200,6 Mrd. USD übertraf die Guidance. Der EPS-Beat war jedoch kein operatives Ergebnis, sondern ein Bilanzeffekt. Die Aktie stieg trotzdem +9 % nachbörslich, getrieben von AWS-Stärke und Umsatzübertreffen. Quellen: Shacknews (https://www.shacknews.com/article/150202/amazon-amzn-q2-2026-earnings-results), Alphastreet (https://news.alphastreet.com/amazon-amzn-q2-2026-earnings-beat-estimates-sales-rise-20/), CNBC (https://www.cnbc.com/2026/07/30/amazon-amzn-q2-earnings-report-2026.html)

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