Consensus EPS · Q4 2026
$34.48
Consensus revenue · Q4 2026
$8.4B
Analysts
11
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $8B | $8.4B | $9.1B |
| EPS | $32.01 | $34.48 | $38.55 |
| EBITDA | $1.2B | $1.2B | $1.3B |
| EBIT | $871M | $902.5M | $967.7M |
| Net income | $5B | $5.4B | $5.9B |
- Revenue$8.4B
- EPS$34.48
- EBITDA$1.2B
- EBIT$902.5M
- Net income$5.4B
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | $6B | $4.7B | +26.1% | $23.41 | $14.62 | +60.1% |
- Q3 2026+26.1%+60.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $10.7B | $10.2B | — | — | +5.3% |
| EPS | $43.84 | $41.57 | — | — | +5.5% |
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 2 analysts.
- Low
- $650.00
- Consensus
- $1,879.67
- Median
- $1,750.00
- High
- $3,100.00
- Current
- $1,599.27
- Upside
- +17.5%
Upside calculated vs most recent trading price of $1,599.27.
Analyst ratings
Consensus: Buy — based on 15 analyst ratings.
18-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 1, 2026 | B of A Securities | maintain | Buy | Buy |
| Jun 30, 2026 | Bernstein | maintain | Outperform | Outperform |
| Jun 25, 2026 | Citigroup | maintain | Buy | Buy |
| Jun 8, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jun 8, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jun 8, 2026 | B of A Securities | maintain | Buy | Buy |
| Jun 3, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| May 29, 2026 | Susquehanna | maintain | Positive | Positive |
| May 28, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 27, 2026 | Barclays | upgrade | Equal Weight | Overweight |
- Jul 1, 2026B of A SecuritiesBuy
- Jun 30, 2026BernsteinOutperform
- Jun 25, 2026CitigroupBuy
- Jun 8, 2026MizuhoOutperform
- Jun 8, 2026Cantor FitzgeraldOverweight
- Jun 8, 2026B of A SecuritiesBuy
- Jun 3, 2026Morgan StanleyOverweight
- May 29, 2026SusquehannaPositive
- May 28, 2026MizuhoOutperform
- May 27, 2026BarclaysOverweight
Frequently asked questions
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