Consensus EPS · Q2 2026
-$0.31
Consensus revenue · Q2 2026
$24.3B
Analysts
13
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 13 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $23.2B | $24.3B | $25.6B |
| EPS | -$0.62 | -$0.31 | -$0.01 |
| EBITDA | -$64.5M | -$63M | -$60.9M |
| EBIT | -$745.5M | -$728.2M | -$704M |
| Net income | -$502.4M | -$219.2M | $182.7M |
- Revenue$24.3B
- EPS-$0.31
- EBITDA-$63M
- EBIT-$728.2M
- Net income-$219.2M
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 | $22.2B | $21.9B | +1.7% | -$0.20 | -$0.68 | +70.8% |
| Q4 2025 | $24B | $22.6B | +6.0% | $9.92 | -$0.44 | +2,362.1% |
- Q1 2026+1.7%+70.8%
- Q4 2025+6.0%+2,362.1%
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 1 analyst.
- Low
- $250.00
- Consensus
- $277.00
- Median
- $278.00
- High
- $295.00
- Current
- $208.65
- Upside
- +32.8%
Upside calculated vs most recent trading price of $208.65.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 54 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 18, 2026 | Citigroup | maintain | Buy | Buy |
| Apr 29, 2026 | Tigress Financial | maintain | Buy | Buy |
| Apr 23, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Apr 2, 2026 | Citigroup | maintain | Buy | Buy |
| Mar 19, 2026 | Tigress Financial | maintain | Buy | Buy |
| Feb 6, 2026 | Freedom Broker | maintain | Buy | Buy |
| Feb 2, 2026 | Jefferies | maintain | Buy | Buy |
| Jan 28, 2026 | UBS | maintain | Buy | Buy |
| Jan 28, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Jan 28, 2026 | JP Morgan | maintain | Overweight | Overweight |
- May 18, 2026CitigroupBuy
- Apr 29, 2026Tigress FinancialBuy
- Apr 23, 2026Morgan StanleyEqual Weight
- Apr 2, 2026CitigroupBuy
- Mar 19, 2026Tigress FinancialBuy
- Feb 6, 2026Freedom BrokerBuy
- Feb 2, 2026JefferiesBuy
- Jan 28, 2026UBSBuy
- Jan 28, 2026RBC CapitalOutperform
- Jan 28, 2026JP MorganOverweight
Frequently asked questions
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Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks0.03% TTM
- Dividend Profile0.98% yield
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- Stock Split History8 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.