Consensus EPS · Q3 2026
$1.89
Consensus revenue · Q3 2026
$108.9B
Analysts
21
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 21 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $107.5B | $108.9B | $112.2B |
| EPS | $1.83 | $1.89 | $1.99 |
| EBITDA | $39B | $39.3B | $39.7B |
| EBIT | $36.2B | $36.5B | $36.8B |
| Net income | $27.3B | $27.9B | $28.7B |
- Revenue$108.9B
- EPS$1.89
- EBITDA$39.3B
- EBIT$36.5B
- Net income$27.9B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q2 2026 | $111.2B | $109.5B | +1.6% | $2.01 | $1.95 | +3.3% |
| Q1 2026 | $143.8B | $138.4B | +3.9% | $2.84 | $2.67 | +6.2% |
- Q2 2026+1.6%+3.3%
- Q1 2026+3.9%+6.2%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 5 analysts.
- Low
- $253.00
- Consensus
- $337.58
- Median
- $330.00
- High
- $400.00
- Current
- $325.89
- Upside
- +3.6%
Upside calculated vs most recent trading price of $325.89.
Analyst ratings
Consensus: Buy — based on 111 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 17, 2026 | HSBC | upgrade | Hold | Buy |
| Jul 14, 2026 | Keybanc | downgrade | Sector Weight | Underweight |
| Jul 13, 2026 | Citigroup | maintain | Buy | Buy |
| Jun 25, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jun 22, 2026 | KGI Securities | downgrade | Outperform | Hold |
| Jun 18, 2026 | B of A Securities | maintain | Buy | Buy |
| Jun 9, 2026 | TD Cowen | maintain | Buy | Buy |
| Jun 9, 2026 | Rosenblatt | maintain | Neutral | Neutral |
| Jun 9, 2026 | Needham | maintain | Hold | Hold |
| Jun 9, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
- Jul 17, 2026HSBCBuy
- Jul 14, 2026KeybancUnderweight
- Jul 13, 2026CitigroupBuy
- Jun 25, 2026Evercore ISI GroupOutperform
- Jun 22, 2026KGI SecuritiesHold
- Jun 18, 2026B of A SecuritiesBuy
- Jun 9, 2026TD CowenBuy
- Jun 9, 2026RosenblattNeutral
- Jun 9, 2026NeedhamHold
- Jun 9, 2026Morgan StanleyOverweight
Frequently asked questions
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