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📈 Economy · Next Week

ServiceNow Inc. (NYSE: NOW) beats the adjusted non-GAAP EPS consensus of approx. USD 4.08 per share in its Q2 2026 results (July 22, 2026)

Hit ✦ AI-generated prediction Published on 14. July 2026 · Predicted for 22. July 2026 · Based on: Historical Cycle
Probability
72%

ServiceNow has beaten EPS consensus in 15+ consecutive quarters — one of the most consistent outperformers in large-cap software. The company benefits disproportionately from the enterprise AI wave: GenAI workflows and Now-Assist products are the fastest-growing segment. Consensus for adjusted non-GAAP EPS is ~$4.08 (approx. 25% YoY growth). JPMorgan (+11% vs. consensus) and Goldman Sachs (+50% vs. consensus) delivered exceptional beats this week, signalling robust enterprise IT and cloud spend. No existing Cassandra prediction covers ServiceNow.

Data basis for this prediction
  • ServiceNow Q2 2026 Earnings-Termin: 22. Juli 2026 nach Börsenschluss (Wall Street Horizon)
  • ServiceNow Non-GAAP EPS-Konsens Q2 2026: ca. 4,08 USD (FactSet-Schätzung, Stand 14.07.2026)
  • JPMorgan Q2 2026: EPS 6,14 USD vs. Konsens 5,52 USD (Beat +11 %, 14.07.2026)
  • Goldman Sachs Q2 2026: EPS 20,98 USD vs. Konsens 13,95 USD (Beat +50 %, 14.07.2026)

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: Hit
ServiceNow meldete am 22. Juli 2026 einen Non-GAAP-EPS von 0,90 USD je Aktie (post-split) und übertraf damit den Konsens von ~0,86 USD (~+4,3 %). Wichtiger Kontext: ServiceNow führte im Dezember 2025 einen 5:1-Aktiensplit durch. Die in der Vorhersage genannten ~4,08 USD entsprechen Pre-Split-Werten; post-split bedeutet das einen Konsens von ~0,816 USD. Das tatsächliche Ergebnis von 0,90 USD entspricht prä-Split rund 4,50 USD – ein klarer Beat. Zusätzlich wurde der Umsatz mit 3,98 Mrd. USD um ~50 Mio. USD übertroffen (+23,6 % YoY), die operative Marge lag 300 Basispunkte über der Guidance, und ServiceNow erhöhte den Jahresausblick. Quellen: GuruFocus (https://www.gurufocus.com/news/8972688/servicenow-now-reports-strong-q2-earnings-beating-expectations), Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/servicenow-now-q2-earnings-revenues-215507399.html), MarketBeat (https://www.marketbeat.com/earnings/reports/2026-7-22-servicenow-inc-stock/).
Related Predictions
📈 Economy ✦ AI

US Consumer Price Index (headline CPI) for October 2026 exceeds 3.7 percent year-on-year — BLS release November 10, 2026, 8:30 AM ET (confirmed by BLS or Bloomberg by November 10, 2026, 10:00 AM ET)

The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.

65%
Next Week · Predicted for 10. Nov 2026
📈 Economy ✦ AI

Gold (XAU/USD Spot) closes above $4,400 per ounce on 31 December 2026 (confirmed by Bloomberg or Kitco by 1 January 2027)

Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.

32%
Next Year · Predicted for 31. Dec 2026
📈 Economy ✦ AI

Cisco Systems Inc. (NASDAQ: CSCO) beats Q1 FY2027 EPS consensus of $1.32 per share — earnings release November 11, 2026 after market close (confirmed by Cisco Investor Relations or Bloomberg by November 12, 2026, 10:00 AM ET)

Cisco has beaten Non-GAAP EPS consensus in 7 of its last 8 quarters. For Q1 FY2027 (August–October 2026) the company itself guided $1.32–$1.34 per share — the market consensus of $1.32 sits at the bottom of this self-guided range, which historically signals a beat for Cisco (Q4 FY2026: $1.22 vs. consensus $1.17). AI-networking growth, Splunk integration synergies, and record Q4 FY2026 revenue ($17.25B) confirm the structural growth momentum. Q1 FY2027 revenue consensus: $18.11B (within guidance range $18.0–18.2B).

80%
Next Week · Predicted for 11. Nov 2026