Consensus EPS · Q3 2026
$0.82
Consensus revenue · Q3 2026
$12.9B
Analysts
22
Expected report
Oct 20, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 22 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $12.8B | $12.9B | $13B |
| EPS | $0.79 | $0.82 | $0.87 |
| EBITDA | $8.4B | $8.4B | $8.5B |
| EBIT | $3B | $3.1B | $3.1B |
| Net income | $3.4B | $3.5B | $3.7B |
- Revenue$12.9B
- EPS$0.82
- EBITDA$8.4B
- EBIT$3.1B
- Net income$3.5B
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | $12.6B | $12.6B | -0.2% | $0.80 | $0.79 | +1.7% |
| Q1 2026 | $12.3B | $12.2B | +0.6% | $1.23 | $0.76 | +61.2% |
| Q4 2025 | $12.1B | $12B | +0.7% | $0.56 | $0.55 | +1.4% |
- Q2 2026-0.2%+1.7%
- Q1 2026+0.6%+61.2%
- Q4 2025+0.7%+1.4%
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 18 analysts.
- Low
- $75.00
- Consensus
- $92.50
- Median
- $91.00
- High
- $119.00
- Current
- $68.53
- Upside
- +35.0%
Upside calculated vs most recent trading price of $68.53.
Analyst ratings
Consensus: Buy — based on 99 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 22, 2026 | Baird | maintain | Outperform | Outperform |
| Jul 17, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jul 17, 2026 | Wedbush | maintain | Outperform | Outperform |
| Jul 17, 2026 | UBS | maintain | Buy | Buy |
| Jul 17, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 17, 2026 | Rosenblatt | maintain | Neutral | Neutral |
| Jul 17, 2026 | Pivotal Research | maintain | Hold | Hold |
| Jul 17, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| Jul 17, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Jul 17, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
- Jul 22, 2026BairdOutperform
- Jul 17, 2026Wells FargoEqual Weight
- Jul 17, 2026WedbushOutperform
- Jul 17, 2026UBSBuy
- Jul 17, 2026TD CowenBuy
- Jul 17, 2026RosenblattNeutral
- Jul 17, 2026Pivotal ResearchHold
- Jul 17, 2026Piper SandlerOverweight
- Jul 17, 2026OppenheimerOutperform
- Jul 17, 2026Morgan StanleyOverweight
Frequently asked questions
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