📈 Economy · Next Week

IBM Corporation (NASDAQ: IBM) beats Q2-2026 adjusted Non-GAAP EPS consensus of ~$3.05 per share (July 22, 2026, after market close)

Miss ✦ AI-generated prediction Published on 19. July 2026 · Predicted for 22. July 2026 · Based on: Statistical Pattern

Probability

63%

IBM reports after US market close on July 22, 2026. Non-GAAP consensus EPS stands at ~$3.05. IBM has beaten consensus in each of the last four quarters, driven by AI enterprise demand (watsonx platform, Red Hat hybrid cloud) growing ~30% YoY. The Software segment is growing ~8–10% YoY. No Polymarket odds; historical beat consistency supports the forecast.

Data basis for this prediction

IBM Q2 2026 Earnings Date: 22. Juli 2026, nach Börsenschluss (TipRanks/MarketBeat, Stand 19.07.2026)
Non-GAAP EPS-Konsens ca. 3,05 USD (Analyst-Aggregat, Stand 19.07.2026)
IBM Q1 2026: Non-GAAP EPS ~3,16 USD vs. ~3,10 USD Konsens (Beat, IBM IR)
IBM watsonx Enterprise-KI-Wachstum +30 % YoY (IBM IR, Q1 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

IBM meldete für Q2 2026 einen bereinigten Non-GAAP-EPS von 2,93 USD – deutlich unter dem in der Vorhersage genannten Konsens von ~3,05 USD. Auch gegenüber dem zum Berichtszeitpunkt aktuellen LSEG-Konsens von ~2,97 USD wurde das Ergebnis verfehlt oder lag bestenfalls im Rahmen (Zacks-Konsens: 2,93 USD). Zusätzlich verfehlte IBM den Umsatz klar (17,16 Mrd. USD vs. 17,58 Mrd. USD erwartet) und senkte den Jahresausblick auf 4–5 % konstantes Währungswachstum (zuvor: >5 %). Besonders schwerwiegend: IBM hatte bereits am 15. Juli 2026 schwache vorläufige Q2-Zahlen vorab kommuniziert, was einen Kurseinbruch von ~25 % auslöste. Hauptursachen waren Verzögerungen bei Consulting-Abschlüssen und schwächeres Software-Wachstum als erwartet (~5 % statt prognostizierter 8–10 % YoY). Quellen: Yahoo Finance ('IBM misses Q2 estimates, trims full-year revenue growth outlook'), StockStory ('IBM misses Q2 CY2026 Sales Expectations'), IBM Newsroom (22. Juli 2026).

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