SAP SE (NYSE: SAP) beats the Q2-2026 adjusted EPS consensus of approx. USD 2.04 per share (July 23, 2026)
Miss
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 23. July 2026
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Based on: Statistical Pattern
SAP reports Q2 results on July 23, 2026 pre-market. Analyst consensus stands at approx. USD 2.04 adjusted EPS per MarketBeat. SAP's AI assistant Joule and Business AI suite are driving sustained cloud revenue growth (>30% YoY in recent quarters). The growing cloud backlog and rising on-premise-to-cloud conversion rates support a beat; SAP has exceeded EPS consensus in 7 of the last 8 quarters. No direct Polymarket market for SAP Q2 2026 found.
Data basis for this prediction
- MarketBeat: SAP Q2 2026 EPS-Konsens ~$2.04 bereinigt, 17.07.2026
- SAP Investor Relations: Q2 2026 Ergebnisdatum 23. Juli 2026 bestätigt
- SAP Q1 2026 IR-Bericht: Cloud-Umsatzwachstum >30% YoY – anhaltendes Momentum
- AlphaStreet: SAP Earnings Calendar Q2 2026, 17.07.2026
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: Miss
SAPs Q2-2026-Ergebnisse vom 23. Juli 2026 zeigten einen non-IFRS bereinigten EPS von €1,59, klar unter dem FactSet-Konsens von €1,75 (Quellen: MarketScreener, finanzen.net). Bei EUR/USD ~1,1411 entspricht das ~$1,81 USD – deutlich unter dem genannten Konsens von ~$2,04. Die Vorhersage verfehlte ihr spezifisches Ziel (bereinigter EPS-Beat). Einige US-Quellen (Zacks, GuruFocus) meldeten irreleitend ein 'EPS Beat' mit $2,15 – das ist der GAAP/IFRS-EPS (€1,89), nicht der bereinigte non-IFRS-EPS.
💻 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.