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💻 Technology · Next Month

Microsoft Corporation (NASDAQ: MSFT) beats the Non-GAAP EPS analyst consensus in its Q1 FY2027 earnings report (October 27, 2026, after market close, confirmed by Microsoft press release or Bloomberg)

Hit ✦ AI-generated prediction Published on 29. August 2026 · Predicted for 27. October 2026 · Based on: Historical Cycle
Probability
77%

Microsoft has beaten Non-GAAP EPS consensus in virtually every quarter of the past four fiscal years. Structural drivers: Azure cloud growth (~29% YoY in FY2026 Q4), Microsoft 365 Copilot revenue maturation, and Office 365 price increases. Among open platform tech EPS predictions, Alphabet, Meta, AMD, Netflix, ASML, and Qualcomm are all flagged as beat candidates — Microsoft has at least comparable consistency. Earnings date October 27, 2026 confirmed (Investing.com). No Polymarket market for MSFT Q1 FY2027 found.

Data basis for this prediction
  • Microsoft Q1 FY2027 Earnings-Datum: 27. Oktober 2026 (Investing.com, bestätigt August 2026)
  • Azure-Wachstum FY2026 Q4: ~29 % YoY (Microsoft Earnings-Pressemitteilung, Juli 2026)
  • Peer-EPS-Beats in offenen Plattform-Vorhersagen: GOOGL, META, AMD, NFLX, ASML, QCOM (Konsistenzcheck)

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
Microsoft meldete am 28. Oktober 2026 (nach Börsenschluss am 27. Oktober) einen Non-GAAP-EPS von 4,89 USD gegenüber dem Analystenkonsens von ca. 4,72–4,73 USD – ein klarer Beat von ~3,6 %. GAAP-EPS lag bei 4,92 USD. Umsatz: 92,3 Mrd. USD vs. erwartet ~90,6 Mrd. USD. Haupttreiber: Azure-Wachstum +48 % YoY, Microsoft Cloud +30 %. Die MSFT-Aktie stieg daraufhin ~4 %. Quellen: Newsquawk (EPS 4,92 vs. exp. 4,72), GuruFocus, Yahoo Finance, Shacknews – alle bestätigen den Beat auf Top- und Bottom-Line.
Related Predictions
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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

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%.

42%
Next Month · Predicted for 30. Nov 2026
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Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

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.

62%
Next Week · Predicted for 10. Nov 2026
💻 Technology ✦ AI

ARM Holdings plc (NASDAQ: ARM) beats Q2-FY2027 EPS consensus of $0.47 per share — earnings report November 4, 2026 after market close (confirmed by ARM Holdings Investor Relations or Bloomberg by November 5, 2026, 10:00 AM ET)

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.

68%
Next Week · Predicted for 4. Nov 2026