Consensus EPS · Q2 2027
$4.90
Consensus revenue · Q2 2027
$44.4B
Analysts
14
Expected report
Sep 3, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 14 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $35.1B | $44.4B | $46.2B |
| EPS | $4.75 | $4.90 | $5.27 |
| EBITDA | $4.3B | $4.5B | $5.1B |
| EBIT | $2.8B | $2.9B | $3.4B |
| Net income | $3.1B | $3.2B | $3.4B |
- Revenue$44.4B
- EPS$4.90
- EBITDA$4.5B
- EBIT$2.9B
- Net income$3.2B
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 2027 | $43.8B | $35.7B | +22.7% | $4.86 | $2.96 | +64.1% |
| Q4 2026 | $33.4B | $31.7B | +5.4% | $3.89 | $3.53 | +10.3% |
- Q1 2027+22.7%+64.1%
- Q4 2026+5.4%+10.3%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $45.3B | $44.5B | — | — | +1.6% |
| EPS | $4.90 | $4.86 | — | — | +0.7% |
Community vs analysts
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Analyst price target
Based on price targets from 1 analyst.
- Low
- $270.00
- Consensus
- $472.23
- Median
- $500.00
- High
- $700.00
- Current
- $441.80
- Upside
- +6.9%
Upside calculated vs most recent trading price of $441.80.
Analyst ratings
Consensus: Buy — based on 45 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 8, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jun 23, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Jun 1, 2026 | Morgan Stanley | upgrade | Underweight | Equal Weight |
| Jun 1, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jun 1, 2026 | Goldman Sachs | maintain | Buy | Buy |
| Jun 1, 2026 | Bernstein | maintain | Outperform | Outperform |
| May 29, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 29, 2026 | Truist Securities | maintain | Hold | Hold |
| May 29, 2026 | TD Cowen | maintain | Hold | Hold |
| May 29, 2026 | Susquehanna | upgrade | Neutral | Positive |
- Jul 8, 2026Evercore ISI GroupOutperform
- Jun 23, 2026Morgan StanleyEqual Weight
- Jun 1, 2026Morgan StanleyEqual Weight
- Jun 1, 2026MizuhoOutperform
- Jun 1, 2026Goldman SachsBuy
- Jun 1, 2026BernsteinOutperform
- May 29, 2026Wells FargoOverweight
- May 29, 2026Truist SecuritiesHold
- May 29, 2026TD CowenHold
- May 29, 2026SusquehannaPositive
Frequently asked questions
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- Buybacks3.89% TTM
- Dividend Profile0.52% yield
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- Stock Split History2 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.