SAP SE beats the adjusted Q2 2026 EPS consensus of $1.87 on July 23, 2026
Miss
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 23. July 2026
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Based on: Historical Cycle
SAP SE (NYSE: SAP) reports Q2 2026 on July 23 at 10:05 PM CEST. EPS consensus: AltIndex $1.94, ChartMill $1.81 (midpoint ~$1.87); revenue consensus $9.95bn. Ad-hoc-News: 'SAP edges higher ahead of July earnings. Analyst consensus stays constructive.' Risk: management flagged 'expected deceleration of cloud revenue growth in Q2.' SAP benefits from AI integration momentum in its Business AI Platform and has beaten consensus in most quarters since 2024.
Data basis for this prediction
- AltIndex: SAP SE Q2 2026 EPS-Konsens 1,94 USD (altindex.com/earnings-calendar/sap, Juli 2026)
- ChartMill: SAP EPS-Konsens nächstes Quartal: 1,81 USD; Umsatzkonsens: 9,95 Mrd. USD (chartmill.com/stock/quote/SAP)
- Ad-hoc-News.de: 'SAP edges higher ahead of July earnings, analyst consensus stays constructive' (Juli 2026)
- MarketBeat: SAP SE Q2 2026 Earnings Report 23. Juli 2026 (marketbeat.com/earnings/reports/2026-7-23-sap-se-stock)
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
SAP SE berichtete am 23. Juli 2026 ein bereinigtes Non-IFRS-EPS von 1,59 EUR je Aktie, während der FactSet-Analystenkonsens bei 1,75 EUR lag – ein Verfehlen um ca. 9%. Die Vorhersage bezog sich auf den 'bereinigten EPS-Konsens' ($1,87 USD ~ 1,75 EUR), der klar unterschritten wurde. Quellen: MarketScreener ('SAP SE Posts Q2 Adjusted Non-IFRS EPS 1.59 Euros per Share; analysts polled by FactSet expected 1.75 euros'), bestätigt durch seekingalpha.com. Hinweis: Scheinbare 'Beat'-Meldungen bei Gurufocus/Zacks ($2,15 vs. $2,00) beziehen sich auf GAAP-/IFRS-EPS, nicht auf die hier relevante bereinigte (Non-IFRS) Kennzahl.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.