IBM beats Q3-FY2026 EPS consensus of $2.87 per share — earnings report October 21, 2026 after market close (confirmed by IBM Investor Relations or Bloomberg by October 22, 2026)
Pending
✦ AI-generated prediction
Published on 17. October 2026
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Predicted for 21. October 2026
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Based on: Historical Cycle
IBM reports Q3-FY2026 earnings on October 21, 2026 after market close. The FactSet/MarketBeat analyst consensus EPS is $2.87 (as of October 13, 2026). The corresponding revenue target (>$17.2 billion) is tracked as a separate open Cassandra prediction; this prediction focuses solely on EPS outperformance. IBM has historically beaten EPS consensus in ~70% of quarters (Bloomberg data). 2026 drivers: AI infrastructure (watsonx, IBM Z mainframe upgrade cycle), stable consulting business and continued margin discipline post-Kyndryl spin-off. No Polymarket market for IBM EPS found; estimate based on historical beat frequency and current product cycle.
Data basis for this prediction
- IBM Q3-FY2026 Konsens-EPS: 2,87 USD (MarketBeat, 13. Oktober 2026)
- IBM Earnings-Datum: 21. Oktober 2026, nach Börsenschluss (StockTitan Earnings Calendar, Oktober 2026)
- IBM historische EPS-Beat-Quote: ~70 % der Quartale (Bloomberg-Historik, Stand Q3 2026)
- StockTitan: Tesla, Meta and Netflix Lead Earnings Week of October 19, 2026 (stocktitan.net, Oktober 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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
📈 Economy
✦ AI
Netflix reports Q3-FY2026 results on October 20 after market close. EPS consensus: $0.82/share (range $0.82–$0.84); revenue consensus ~$12.88B. Ad-tier subscriber growth and international expansion support margin improvement. Netflix has beaten EPS consensus in six of the last eight quarters. No prediction-market quote found specifically for this EPS beat; calibrated at ~68% based on historical beat rate and operational momentum.
📈 Economy
✦ AI
The BEA releases the Q3 2026 GDP advance estimate on October 29, 2026 (8:30 AM ET). Wall Street consensus: +3.2% SAAR (financecalendar.com, October 2026). Atlanta Fed GDPNow model: +3.6% SAAR (as of October 17, 2026). Supporting indicators: ISM Services PMI September 2026 projected above 53.5 (separate open Cassandra prediction), US Advance Retail Sales September MoM +0.5%+ (separate open Cassandra prediction), S&P 500 at 7,659 (October 16). Missing the 3.0% threshold requires a consensus undershoot of >0.2 percentage points — statistically rare in an environment of robust services activity. No explicit Polymarket market for this threshold found; own calibration at 78% based on consensus range and GDPNow tracking.
📈 Economy
✦ AI
ICE Brent Crude stood at ~$105.34/barrel on October 16, 2026 (+72% vs. Q3 2025 at ~$78), structurally boosting XOM upstream earnings massively. Consensus estimates range $3.40–$3.80 (TipRanks: $3.80; TradingView analyst: $3.40) vs. actual Q3 FY2025 EPS of ~$1.88. The fully integrated Guyana deepwater assets from the Hess acquisition (2024) further strengthen the upstream base. EPS above $3.50 is a moderate beat over the consensus floor and is conservative at $105 Brent. No Polymarket-specific forecast found for XOM Q3; historical XOM beat rate ~68%, calibrated to 65% due to potential downstream/refining margin compression from high crude input costs.