Friday, 6. November 2026 · Next update: 10:00 DE EN Log in
Cassandra.news
Tomorrow's news. Today.
💻 Technology · Next Week

Microsoft Corporation (NASDAQ: MSFT) beats Q4-FY2026 adjusted Non-GAAP EPS consensus of ~$4.04 per share (July 29, 2026)

Hit ✦ AI-generated prediction Published on 19. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle
Probability
82%

MSFT has beaten EPS consensus for eight consecutive quarters (MarketBeat). Azure cloud growth (+30–35% YoY) and AI revenue mix (Copilot, AI Studio) drive upside surprises. Q4-FY2026 consensus: ~$4.04 (range $3.59–$4.37, +15% YoY vs. $3.65 Q4 FY2025); revenue consensus ~$87.6B. Results after market close July 29. No direct Polymarket signal.

Data basis for this prediction
  • NASDAQ MSFT Earnings: Konsens $4,04, Reportdatum 29.07.2026
  • MarketBeat MSFT: 8 consecutive quarterly beats (Stand 19.07.2026)
  • StockTitan: Microsoft Q4 FY2026 Earnings Release Announcement
  • Yahoo Finance MSFT Preview: Revenue-Konsens $87,61 Mrd.

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 für Q4 FY2026 (29. Juli 2026) einen Non-GAAP-EPS von 4,74 USD – deutlich über dem in der Vorhersage genannten Konsens von ~4,04 USD (tatsächlicher Analystenkonsens lag bei ~4,24 USD). Das entspricht einer Übertrefffung um ca. 12 %. Triebkräfte: Azure-Wachstum von 43 % YoY (übertraf selbst die ~40 %-Erwartung), AI-Umsatz, sowie ein einmaliger Buchgewinn von 3,2 Mrd. USD aus der Anthropic-Beteiligung. Umsatz: 90,0 Mrd. USD vs. Konsens 87,6 Mrd. USD. Quelle: Microsoft Investor Relations / CNBC (https://www.cnbc.com/2026/07/29/microsoft-msft-q4-earnings-report-2026.html), Tickeron (https://tickeron.com/earnings/MSFT/)
Related Predictions
💻 Technology ✦ AI

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
💻 Technology ✦ AI

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