Consensus EPS · Q2 2026
$1.82
Consensus revenue · Q2 2026
$196B
Analysts
30
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 30 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $186B | $196B | $200.1B |
| EPS | $1.56 | $1.82 | $2.10 |
| EBITDA | $31.9B | $32B | $32.3B |
| EBIT | $15.6B | $15.7B | $15.8B |
| Net income | $18.3B | $19.7B | $21.5B |
- Revenue$196B
- EPS$1.82
- EBITDA$32B
- EBIT$15.7B
- Net income$19.7B
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 | $181.5B | $177.3B | +2.4% | $2.78 | $1.63 | +70.2% |
| Q4 2025 | $213.4B | $211.5B | +0.9% | $1.95 | $1.97 | -1.0% |
- Q1 2026+2.4%+70.2%
- Q4 2025+0.9%-1.0%
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
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 3 analysts.
- Low
- $175.00
- Consensus
- $311.76
- Median
- $320.00
- High
- $335.00
- Current
- $244.85
- Upside
- +27.3%
Upside calculated vs most recent trading price of $244.85.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 94 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jul 15, 2026 | Citizens | maintain | Market Outperform | Market Outperform |
| Jul 8, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 2, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 29, 2026 | Truist Securities | maintain | Buy | Buy |
| May 20, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 12, 2026 | TD Cowen | maintain | Buy | Buy |
| May 1, 2026 | Stifel | maintain | Buy | Buy |
| Apr 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 30, 2026 | Truist Securities | maintain | Buy | Buy |
- Jul 16, 2026KeybancOverweight
- Jul 15, 2026CitizensMarket Outperform
- Jul 8, 2026TD CowenBuy
- Jul 2, 2026Wells FargoOverweight
- May 29, 2026Truist SecuritiesBuy
- May 20, 2026Wells FargoOverweight
- May 12, 2026TD CowenBuy
- May 1, 2026StifelBuy
- Apr 30, 2026Wells FargoOverweight
- Apr 30, 2026Truist SecuritiesBuy
Frequently asked questions
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