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📈 Economy · Next Week

IBM Corporation (NYSE: IBM) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 2.15 per share (expected approx. July 22, 2026)

Hit ✦ AI-generated prediction Published on 17. July 2026 · Predicted for 22. July 2026 · Based on: Historical Cycle
Probability
72%

IBM has beaten adjusted EPS consensus in 9 of the last 10 quarters, supported by strong AI consulting demand (watsonx), hybrid cloud growth, and stable mainframe revenues. Historical Q2 reporting date falls on the third Wednesday of July (July 22, 2026). US corporates are massively beating Q2 2026 consensus. No dedicated Kalshi/Polymarket market.

Data basis for this prediction
  • IBM Ergebnishistorie: EPS-Beat in 9/10 Quartalen (Yahoo Finance / Bloomberg, Stand Juli 2026)
  • IBM Q1 2026 Non-GAAP EPS ueber Konsens (IBM Investor Relations, April 2026)
  • Goldman Sachs Q2 2026: +45% ueber EPS-Konsens, 14. Juli 2026 (Alphastreet)

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 meldete vorab (14. Juli) operatives Non-GAAP-EPS von 2,93 USD für Q2 2026 – damit deutlich über dem in der Vorhersage genannten Konsens von ca. 2,15 USD. Quelle: stocktitan.net, scanx.trade.
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DAX 40 (XETRA) closes above 26,000 points on 30 September 2026 (confirmed by XETRA closing price or Bloomberg by 30 September 2026)

The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.

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US Federal Reserve raises the Federal Funds target range by 25 basis points on 16 September 2026 (FOMC decision)

Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.

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Bitcoin (BTC/USD spot) closes above $100,000 per unit on December 31, 2026 (confirmed by Bloomberg or CoinGecko by December 31, 2026)

Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.

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