Microsoft Corporation (NASDAQ: MSFT) beats adjusted Non-GAAP EPS consensus of approx. USD 4.21 in Q4-FY2026 earnings (29 July 2026, after market close, confirmed by Microsoft press release)
Hit
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 29. July 2026
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Based on: Statistical Pattern
Analyst consensus for Microsoft's Q4 FY2026 stands at USD 4.21–4.24 Non-GAAP EPS (+15.3% YoY). Microsoft has beaten estimates in four consecutive quarters. Azure growth expected above 33% (separate platform prediction), with Copilot Enterprise and GitHub subscriptions adding upside. No direct Polymarket data; historical beat track and sector momentum (Intel Q2 2026 beat by 100%, Amazon expectations also elevated) imply >80% hit probability.
Data basis for this prediction
- IG International: Microsoft Q4 FY2026 Earnings Preview – EPS-Konsens $4.21–$4.24, 21. Juli 2026
- Yahoo Finance: MSFT Q4 FY2026 – Wachstum 15,3% YoY, 4 konsekutive EPS-Beats, Stand Juli 2026
- 247wallst.com: Intel Q2 2026 Earnings – $0.42 vs. $0.21 Konsens (+100% Beat), 23. Juli 2026
- alphastreet.com: Tech-Sektor Q2/Q4-2026 Earnings Beat-Raten, Stand Juli 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
Microsoft berichtete am 29. Juli 2026 einen Non-GAAP-EPS von 4,74 USD für Q4 FY2026 – deutlich über dem Konsens von ca. 4,21–4,24 USD (Beat von ~12 %). Auch der Umsatz übertraf mit 90,01 Mrd. USD die Schätzungen (~87,63 Mrd.). Azure wuchs sogar um 43 % (vs. erwarteten ~40 %) und überschritt erstmals 100 Mrd. USD Jahresumsatz. Der außergewöhnlich starke EPS-Beat wurde teilweise durch einen 3,2 Mrd. USD Gewinn aus der Anthropic-Beteiligung begünstigt. Quellen: Microsoft Investor Relations (microsoft.com/en-us/investor/earnings/fy-2026-q4), Zacks/TradingView, 247wallst.com.
📈 Economy
✦ AI
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.
📈 Economy
✦ AI
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.
📈 Economy
✦ AI
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%.