Chevron Corporation (NYSE: CVX) beats Q2 2026 adjusted Non-GAAP EPS consensus of ~$5.79 per share (July 31, 2026)
Hit
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 31. July 2026
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Based on: Historical Cycle
Chevron reports Q2 2026 on July 31, 2026 (before market open). Analyst consensus: ~$5.79 adjusted EPS (vs. $1.77 prior-year quarter, +227% YoY). Brent crude was significantly elevated in Q2 2026 due to Middle East tensions, crossing the $100/bbl mark by late July (~$100.69 on July 25, 2026). No Polymarket data; estimated ~65% beat probability based on Chevron's historical ~70% EPS beat rate and favorable oil price environment.
Data basis for this prediction
- Yahoo Finance Earnings Preview: Chevron Q2 2026 EPS-Konsens 5,79 USD, Datum 31.07.2026
- Brent Crude Oil: 100,69 USD/Barrel am 25.07.2026 (Forbes Advisor / ICE-Daten)
- Chevron Q2 2025 bereinigtes EPS: 1,77 USD (Chevron-Pressemitteilung, Vergleichsbasis)
- Chevron historische Earnings-Beat-Rate: ca. 70 % (FactSet / Bloomberg Intelligence)
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
Chevron meldete am 31. Juli 2026 ein bereinigtes Non-GAAP-EPS von 6,06 USD je Aktie und übertraf damit sowohl den in der Vorhersage genannten Konsens (~5,79 USD) als auch den von Investing.com zitierten Wall-Street-Konsens (5,11 USD) deutlich. Der Earnings-Beat betrug rund +18,6 % gegenüber dem Street-Konsens. Treiber waren Rekordproduktion in den USA (+20 % YoY weltweit), Rekord-Raffinerie-Auslastung (97 %) sowie hohe Ölpreisrealiserungen. Quellen: Chevron Press Release via BusinessWire (20260731), Investing.com Earnings-Call-Transcript, Yahoo Finance 'highest profit in six years'.
📈 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.