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
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.