Consensus EPS · Q3 2026
$10.33
Consensus revenue · Q3 2026
$2.7B
Analysts
12
Expected report
Aug 4, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $2.6B | $2.7B | $2.7B |
| EPS | $10.05 | $10.33 | $10.64 |
| EBITDA | $1.6B | $1.6B | $1.6B |
| EBIT | $1.5B | $1.5B | $1.6B |
| Net income | $576M | $599.5M | $623.6M |
- Revenue$2.7B
- EPS$10.33
- EBITDA$1.6B
- EBIT$1.5B
- Net income$599.5M
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 | $2.5B | $2.5B | +3.1% | $9.85 | $9.46 | +4.1% |
- Q2 2026+3.1%+4.1%
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
- $1,345.00
- Consensus
- $1,473.75
- Median
- $1,462.50
- High
- $1,645.00
- Current
- $1,194.70
- Upside
- +23.4%
Upside calculated vs most recent trading price of $1,194.70.
Analyst ratings
Consensus: Buy — based on 39 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 15, 2026 | Morgan Stanley | downgrade | Overweight | Equal Weight |
| Jul 2, 2026 | BMO Capital | maintain | Outperform | Outperform |
| May 6, 2026 | UBS | maintain | Buy | Buy |
| May 6, 2026 | Susquehanna | maintain | Neutral | Neutral |
| May 6, 2026 | Stifel | maintain | Buy | Buy |
| May 6, 2026 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Feb 5, 2026 | Keybanc | downgrade | Overweight | Sector Weight |
| Feb 4, 2026 | UBS | maintain | Buy | Buy |
| Jan 15, 2026 | UBS | maintain | Buy | Buy |
| Nov 14, 2025 | Morgan Stanley | maintain | Overweight | Overweight |
- Jul 15, 2026Morgan StanleyEqual Weight
- Jul 2, 2026BMO CapitalOutperform
- May 6, 2026UBSBuy
- May 6, 2026SusquehannaNeutral
- May 6, 2026StifelBuy
- May 6, 2026RBC CapitalSector Perform
- Feb 5, 2026KeybancSector Weight
- Feb 4, 2026UBSBuy
- Jan 15, 2026UBSBuy
- Nov 14, 2025Morgan StanleyOverweight
Frequently asked questions
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