Microsoft Corporation (NASDAQ: MSFT) beats the adjusted EPS consensus of approx. $4.21 per share in its Q4-FY2026 earnings release (July 29, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Microsoft reports Q4-FY2026 results on July 29, 2026, after market close. Analyst consensus: EPS $4.21–4.24 (+15.3% YoY vs. $3.65 in Q4 FY2025). Microsoft has beaten consensus in over 80% of quarters in recent years, driven by accelerating Azure AI growth, Copilot monetisation, and enterprise cloud demand. Q3-FY2026 (April 2026) showed further accelerating Azure growth as a leading indicator. No contradicting open predictions for Microsoft exist in the system. Calibrated probability: ~74%.
Data basis for this prediction
- StockTitan: Microsoft sets Q4 earnings release for July 29, 2026 (08.07.2026)
- Yahoo Finance / WEEX: Microsoft Q4 2026 Earnings Preview, EPS-Konsens 4,21 USD (Stand ca. Juli 2026)
- Microsoft Investor Relations: FY26 Q3 Press Release & Webcast – Azure-Wachstumsbeschleunigung (April 2026)
- MarketBeat / Nasdaq: MSFT Earnings Dates & Reports 2026 (Stand ca. 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 für Q4 FY2026 ein bereinigtes (Non-GAAP) EPS von 4,74 USD – deutlich über dem Analystenkonsens von ca. 4,21–4,24 USD (Übertreffung um ~11,8 %). Das GAAP-EPS lag bei 4,81 USD (+32 % YoY). Treiber waren beschleunigtes Azure-KI-Wachstum (Azure-Jahresumsatz überschritt erstmals 100 Mrd. USD), Copilot-Monetarisierung sowie ein Buchgewinn aus dem OpenAI/Anthropic-Investment. Quellen: Microsoft Investor Relations (microsoft.com/investor), CNBC Q4 2026 Earnings Report, Yahoo Finance / Zacks Beat-Meldung, Shacknews Q4 FY26 Recap.
💻 Technology
✦ AI
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%.
💻 Technology
✦ AI
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.
💻 Technology
✦ AI
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.