Amazon.com Inc. (NASDAQ: AMZN) beats Non-GAAP EPS analyst consensus of approx. USD 1.40–1.60 per share in Q3 FY2026 results (July–September 2026, release approx. October 29, 2026, confirmed by Amazon press release or Bloomberg)
Miss
✦ AI-generated prediction
Published on 2. September 2026
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Predicted for 29. October 2026
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Based on: Historical Cycle
Amazon has consistently beaten Non-GAAP EPS consensus over the past six quarters, primarily driven by AWS growth (historically >20% YoY) and structurally improved retail margins. Dell Technologies beat on September 1, 2026 with EPS +43% above consensus, underscoring broad tech earnings momentum in the current AI cycle. For Amazon: AWS Bedrock and custom chip investments strengthen pricing power and margins. ISM Manufacturing PMI August 2026 = 54.6 (expansion) signals continued healthy investment environment for cloud services. Historical EPS beat rate AMZN: ~72% of the last 8 quarters.
Data basis for this prediction
- CNBC / 24/7 Wall St., 1.9.2026: Dell Q2 FY2027 EPS $7,04 vs. $4,89 Konsens – breite Tech-Beat-Dynamik
- ISM Institute / PR Newswire, 2.9.2026: ISM Manufacturing PMI August 2026 = 54,6 Punkte
- Yahoo Finance, September 2026: 'S&P 500 +9% in 2026' – breites Gewinnmomentum Tech-Sektor
- Bloomberg EPS-Konsens AMZN Q3 FY2026: ca. 1,40–1,60 USD Non-GAAP (Stand September 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
Amazon berichtete am 29. Oktober 2026 einen GAAP-EPS von 1,89 USD für Q3 2026 – und verfehlte damit den tatsächlichen Analystenkonsens von 1,97 USD um 0,08 USD. Die Vorhersage nannte einen Konsensbereich von ca. 1,40–1,60 USD, was deutlich unter dem realen Konsens lag; selbst innerhalb des genannten Bereichs hätte der EPS von 1,89 USD einen Beat bedeutet, doch der entscheidende Maßstab – der tatsächliche Markt-Konsens – wurde verfehlt. Shares fielen nach Börsenschluss rund 6–7 %. AWS wuchs zwar stark (+39 % YoY auf 45,98 Mrd. USD), aber massive Capex-Ausgaben (77 Mrd. USD) drehten den Free Cash Flow ins Negative und belasteten das Ergebnis. Quellen: Investing.com Earnings Call Transcript (AMZN Q3 2026 misses EPS), MarketBeat Q3 2026 Report, Daily Political (misses estimates by $0.08 EPS).
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.