Consensus EPS · Q2 2026
$5.05
Consensus revenue · Q2 2026
$98.8B
Analysts
2
Expected report
Aug 1, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 2 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $98.8B | $98.8B | $98.8B |
| EPS | $4.95 | $5.05 | $5.15 |
| EBITDA | $22.5B | $22.5B | $22.5B |
| EBIT | $19.3B | $19.3B | $19.3B |
| Net income | $10.6B | $10.8B | $11B |
- Revenue$98.8B
- EPS$5.05
- EBITDA$22.5B
- EBIT$19.3B
- Net income$10.8B
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 |
|---|---|---|---|---|---|---|
| Q4 2025 | $94.2B | $97B | -2.8% | $8.90 | $5.51 | +61.6% |
- Q4 2025-2.8%+61.6%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $96.5B | $96.5B | — | — | -0.0% |
| EPS | $5.00 | $4.92 | — | — | +1.5% |
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 0 analysts.
- Low
- $450.00
- Consensus
- $465.50
- Median
- $465.50
- High
- $481.00
- Current
- $494.93
- Upside
- -5.9%
Upside calculated vs most recent trading price of $494.93.
Analyst ratings
Consensus: Hold — based on 10 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 4, 2026 | UBS | maintain | Buy | Buy |
| Nov 3, 2025 | UBS | maintain | Buy | Buy |
| Oct 15, 2025 | UBS | maintain | Buy | Buy |
| Aug 4, 2025 | UBS | maintain | Buy | Buy |
| Jul 23, 2025 | UBS | maintain | Buy | Buy |
| Jun 3, 2025 | UBS | maintain | Buy | Buy |
| Apr 25, 2025 | UBS | maintain | Buy | Buy |
| Feb 24, 2025 | UBS | maintain | Buy | Buy |
| Jan 24, 2025 | UBS | maintain | Buy | Buy |
| Nov 4, 2024 | UBS | maintain | Buy | Buy |
- May 4, 2026UBSBuy
- Nov 3, 2025UBSBuy
- Oct 15, 2025UBSBuy
- Aug 4, 2025UBSBuy
- Jul 23, 2025UBSBuy
- Jun 3, 2025UBSBuy
- Apr 25, 2025UBSBuy
- Feb 24, 2025UBSBuy
- Jan 24, 2025UBSBuy
- Nov 4, 2024UBSBuy
Frequently asked questions
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