ServiceNow Inc. (NYSE: NOW) beats the adjusted Non-GAAP EPS consensus of ca. $4.05 for Q2 2026 (ca. July 23, after market close)
Hit
✦ AI-generated prediction
Published on 20. July 2026
·
Predicted for 23. July 2026
·
Based on: Historical Cycle
ServiceNow has beaten adjusted EPS consensus for 12+ consecutive quarters. Strong AI-driven enterprise automation demand (Now Platform); Q1 2026 subscription revenue growth ~22% YoY. No NOW market found on Polymarket; estimated beat probability >72% based on historical track record and enterprise-software peers. Typical release: ~3rd Wednesday after quarter end (June 30), i.e., ca. July 22–23, 2026. Consensus EPS ~$4.05 (estimated at ~17% YoY growth from Q2 2025).
Data basis for this prediction
- MarketBeat: NOW Earnings History – konsistente Beats 2022–2026
- ServiceNow Q1 2026 Earnings: ~22 % Subscription-Umsatzwachstum YoY
- Yahoo Finance: NOW Q2 2026 Analyst Estimates
- Gartner 2026: Enterprise AI-Workflow-Nachfrage
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
[Vorzeitig entschieden] ServiceNow (NOW) meldete Q2 2026 Non-GAAP EPS von $0,90 (nach 5:1-Aktiensplit Dez. 2025; entspricht ~$4,50 pre-split), übertraf die Schätzungen. Umsatz +23,6 % YoY, Aktie +5 %. Quelle: GuruFocus / Yahoo Finance (23. Juli 2026).
💻 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.