Consensus EPS · Q2 2026
$1.61
Consensus revenue · Q2 2026
$11.3B
Analysts
27
Expected report
Aug 4, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 27 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $11.1B | $11.3B | $11.6B |
| EPS | $1.48 | $1.61 | $1.74 |
| EBITDA | $2.4B | $2.5B | $2.5B |
| EBIT | $1.1B | $1.2B | $1.2B |
| Net income | $2.4B | $2.7B | $2.8B |
- Revenue$11.3B
- EPS$1.61
- EBITDA$2.5B
- EBIT$1.2B
- Net income$2.7B
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | $10.3B | $9.9B | +3.6% | $1.37 | $1.29 | +6.2% |
| Q4 2025 | $10.3B | $9.7B | +6.2% | $1.53 | $1.32 | +16.0% |
- Q1 2026+3.6%+6.2%
- Q4 2025+6.2%+16.0%
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
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Analyst price target
Based on price targets from 11 analysts.
- Low
- $260.00
- Consensus
- $574.88
- Median
- $607.50
- High
- $1,250.00
- Current
- $521.95
- Upside
- +10.1%
Upside calculated vs most recent trading price of $521.95.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 70 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 24, 2026 | UBS | maintain | Buy | Buy |
| Jul 24, 2026 | Roth Capital | maintain | Buy | Buy |
| Jul 24, 2026 | Rosenblatt | maintain | Buy | Buy |
| Jul 24, 2026 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Jul 24, 2026 | Jefferies | maintain | Buy | Buy |
| Jul 24, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jul 23, 2026 | Benchmark | maintain | Buy | Buy |
| Jul 14, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jul 14, 2026 | B of A Securities | maintain | Buy | Buy |
| Jul 13, 2026 | TD Cowen | maintain | Buy | Buy |
- Jul 24, 2026UBSBuy
- Jul 24, 2026Roth CapitalBuy
- Jul 24, 2026RosenblattBuy
- Jul 24, 2026RBC CapitalSector Perform
- Jul 24, 2026JefferiesBuy
- Jul 24, 2026Cantor FitzgeraldOverweight
- Jul 23, 2026BenchmarkBuy
- Jul 14, 2026KeybancOverweight
- Jul 14, 2026B of A SecuritiesBuy
- Jul 13, 2026TD CowenBuy
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