IBM Corporation (NYSE: IBM) beats Q2 2026 Non-GAAP EPS consensus of approx. $2.80 per share (expected ~July 22/23, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 23. July 2026
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Based on: Historical Cycle
IBM typically reports Q2 on the Wednesday/Thursday of the third week of July after market close. Software (Red Hat, AI platforms) has grown double-digit for eight consecutive quarters. Cumulative generative AI booking volume exceeded $6B in Q1 2026. IBM beat adjusted EPS in 7 of the last 8 quarters (~85% beat rate). No Polymarket market identified; anchor: historical beat rate and ongoing enterprise AI capex cycles.
Data basis for this prediction
- IBM Q2-Berichtstermin: dritte Juliwoche, historisches Muster (IBM Investor Relations)
- IBM generative KI-Buchungsvolumen >6 Mrd. USD kumuliert Q1 2026 (IBM Earnings Call Q1 2026)
- IBM Software-Wachstum (Red Hat): 8 Quartale konsistent zweistellig (IBM Quartalsergebnisse 2024–2026)
- IBM historische EPS-Beat-Rate ~85 % in 8 Quartalen (Zacks/TipRanks, 2024–2026)
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
[Vorzeitig entschieden] IBM Q2 2026 (22./23. Juli 2026): Non-GAAP-EPS $2,93 vs. Konsens $2,80 – übertrifft die Schätzung. Umsatz $17,2 Mrd. (leichte Verfehlung). Quelle: gurufocus.com, stocktitan.net, alphastreet.com
💻 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.