Consensus EPS · Q2 2026
$0.83
Consensus revenue · Q2 2026
$14.3B
Analysts
20
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 20 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $13.9B | $14.3B | $15B |
| EPS | $0.54 | $0.83 | $1.03 |
| EBITDA | $364M | $371.3M | $376.5M |
| EBIT | $1.5B | $1.6B | $1.6B |
| Net income | $1.5B | $1.7B | $2B |
- Revenue$14.3B
- EPS$0.83
- EBITDA$371.3M
- EBIT$1.6B
- Net income$1.7B
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 2026 | $13.2B | $13.3B | -0.6% | $0.72 | $0.69 | +3.8% |
| Q4 2025 | $14.4B | $14.3B | +0.3% | $0.71 | $0.79 | -9.8% |
- Q1 2026-0.6%+3.8%
- Q4 2025+0.3%-9.8%
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
- $72.00
- Consensus
- $102.41
- Median
- $105.00
- High
- $125.00
- Current
- $70.33
- Upside
- +45.6%
Upside calculated vs most recent trading price of $70.33.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 61 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 17, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 16, 2026 | BTIG | maintain | Buy | Buy |
| Jul 14, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jul 14, 2026 | BTIG | maintain | Buy | Buy |
| Jul 6, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jun 26, 2026 | BTIG | maintain | Buy | Buy |
| Jun 12, 2026 | Tigress Financial | maintain | Buy | Buy |
| May 28, 2026 | BTIG | maintain | Buy | Buy |
| May 26, 2026 | DA Davidson | maintain | Buy | Buy |
| May 7, 2026 | Wells Fargo | maintain | Overweight | Overweight |
- Jul 17, 2026TD CowenBuy
- Jul 16, 2026BTIGBuy
- Jul 14, 2026KeybancOverweight
- Jul 14, 2026BTIGBuy
- Jul 6, 2026Wells FargoOverweight
- Jun 26, 2026BTIGBuy
- Jun 12, 2026Tigress FinancialBuy
- May 28, 2026BTIGBuy
- May 26, 2026DA DavidsonBuy
- May 7, 2026Wells FargoOverweight
Frequently asked questions
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