Apple Inc. (NASDAQ: AAPL) beats the adjusted Q3-FY2026 EPS consensus of $1.88 per share on July 30, 2026
Hit
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Apple has announced Q3-FY2026 results for July 30, 2026 after market close. Analyst consensus: $1.88 adjusted EPS (diluted), +19.8% YoY (from $1.57). Apple has beaten Wall Street EPS estimates in each of the last four quarters. Strong Services growth, growing Apple Intelligence adoption post-iOS/macOS 27 (WWDC June 2026), and solid iPhone volumes support expectations. Headwinds from US tariffs on China manufacturing and elevated inflation (CPI 4.2% YoY). Own calibration: ~73%.
Data basis for this prediction
- 9to5mac.com: 'Apple sets Q3 2026 earnings release for July 30' (02.07.2026)
- MarketBeat/Nasdaq: AAPL EPS-Konsens Q3 FY2026: 1,88–1,89 USD (abgerufen 12.07.2026)
- appleinsider.com: 'What to expect from Apple's Q3 2026 results on July 30' (02.07.2026)
- Yahoo Finance: Apple hat in den letzten 4 Quartalen jeweils EPS-Schätzungen übertroffen (abgerufen 12.07.2026)
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
Apple meldete am 30. Juli 2026 ein tatsächliches verwässertes EPS von 2,02 USD – deutlich über dem Konsens von 1,88 USD (Überraschung von +7,4 %). Selbst bereinigt um den Sondereffekt von 0,11 USD aus Zollrückerstattungen (Tariff Refunds) lag das EPS bei rund 1,91 USD und damit noch über dem Konsens. Der Umsatz stieg 16 % auf 109,4 Mrd. USD; iPhone-Umsatz +22 %. Quellen: 9to5Mac (https://9to5mac.com/2026/07/30/apple-reports-q3-2026-earnings-109-4-billion-in-revenue-up-16/), MacRumors (https://www.macrumors.com/2026/07/30/apple-3q-2026-earnings/), Investing.com (https://www.investing.com/news/transcripts/earnings-call-transcript-apple-beats-q3-2026-estimates-shares-fall-after-hours-93CH-4826459).
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 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.