Consensus EPS · Q2 2026
$7.22
Consensus revenue · Q2 2026
$60.3B
Analysts
29
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 29 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $59B | $60.3B | $62.8B |
| EPS | $5.76 | $7.22 | $8.55 |
| EBITDA | $27.1B | $27.4B | $27.6B |
| EBIT | $22.2B | $22.5B | $22.6B |
| Net income | $16.7B | $18.4B | $20.3B |
- Revenue$60.3B
- EPS$7.22
- EBITDA$27.4B
- EBIT$22.5B
- Net income$18.4B
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 | $59.9B | $58.5B | +2.4% | $8.88 | $8.21 | +8.1% |
- Q4 2025+2.4%+8.1%
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
- $700.00
- Consensus
- $804.17
- Median
- $825.00
- High
- $880.00
- Current
- $595.19
- Upside
- +35.1%
Upside calculated vs most recent trading price of $595.19.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 65 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 2, 2026 | Arete | upgrade | Neutral | Buy |
| Apr 30, 2026 | JP Morgan | downgrade | Overweight | Neutral |
| Apr 2, 2026 | Erste Group | downgrade | Buy | Hold |
| Mar 5, 2026 | Erste Group | upgrade | Hold | Buy |
| Mar 5, 2026 | Arete | downgrade | Buy | Neutral |
| Jan 29, 2026 | Wolfe Research | maintain | Outperform | Outperform |
| Jan 29, 2026 | Wedbush | maintain | Outperform | Outperform |
| Jan 29, 2026 | UBS | maintain | Buy | Buy |
| Jan 29, 2026 | Scotiabank | maintain | Sector Perform | Sector Perform |
| Jan 29, 2026 | Roth Capital | maintain | Buy | Buy |
- Jun 2, 2026AreteBuy
- Apr 30, 2026JP MorganNeutral
- Apr 2, 2026Erste GroupHold
- Mar 5, 2026Erste GroupBuy
- Mar 5, 2026AreteNeutral
- Jan 29, 2026Wolfe ResearchOutperform
- Jan 29, 2026WedbushOutperform
- Jan 29, 2026UBSBuy
- Jan 29, 2026ScotiabankSector Perform
- Jan 29, 2026Roth CapitalBuy
Frequently asked questions
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