ServiceNow Inc. (NYSE: NOW) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $4.61 per share (July 22, 2026, after market close)
Hit
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
NOW reports Q2 2026 after market close on July 22. Non-GAAP EPS consensus approx. $4.61 (estimate based on ~20% YoY growth vs Q2 2025 actual: $3.97; MarketBeat/StockTitan, July 17, 2026). ServiceNow has beaten consensus in twelve consecutive quarters. AI-powered products (Now Assist, AI Agents) drive subscription revenue and margin growth. Consistent beat history and structural AI tailwind in enterprise software justify high hit probability.
Data basis for this prediction
- NOW Q2 2025 Non-GAAP EPS (Aktual): 3,97 USD (ServiceNow IR)
- NOW Earnings-Termin: 22. Juli 2026 nach Börsenschluss (StockTitan/MarketBeat)
- NOW Beat-Bilanz letzte 12 Quartale: 12/12 = 100 % (MarketBeat, Juli 2026)
- NOW Now-Assist-KI-Umsatz Q1 2026: signifikantes Wachstum (ServiceNow IR, April 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 nach Börsenschluss einen Non-GAAP-EPS von 0,90 USD und übertraf damit den Wall-Street-Konsens von 0,86 USD je Aktie (+4,65 % Surprise). Die Kernaussage der Vorhersage – 'ServiceNow schlägt den EPS-Konsens' – ist klar eingetreten. Der im Forecast genannte Konsens von ~4,61 USD war fehlerhaft, weil der Autor den 5-für-1-Aktiensplit vom Dezember 2025 nicht einkalkulierte: 0,86 USD × 5 ≈ 4,30 USD (Split-bereinigter Konsens), nicht 4,61 USD. Ebenso lag das Ist-Ergebnis bei 0,90 USD × 5 = 4,50 USD (pre-split-äquivalent), also unterhalb des genannten 4,61-USD-Schwellenwerts – aber klar oberhalb des tatsächlichen Konsenses. Zusätzlich: Umsatz 3,99 Mrd. USD (+24 % YoY, beat um +1,65 %), Jahresguidance angehoben, Aktie +4,6 % after hours. Quellen: MarketBeat Q2-2026-Report (marketbeat.com/earnings/reports/2026-7-22-servicenow-inc-stock/), Yahoo Finance / Zacks (finance.yahoo.com), GuruFocus (gurufocus.com/news/8972688), ServiceNow Newsroom Aktiensplit-Meldung (newsroom.servicenow.com).
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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%.
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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.
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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.