Consensus EPS · Q2 2026
$0.87
Consensus revenue · Q2 2026
$6.5B
Analysts
22
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 22 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $6B | $6.5B | $7B |
| EPS | $0.83 | $0.87 | $0.97 |
| EBITDA | $1.1B | $1.2B | $1.2B |
| EBIT | $1B | $1B | $1.1B |
| Net income | $496.8M | $514.7M | $526.7M |
- Revenue$6.5B
- EPS$0.87
- EBITDA$1.2B
- EBIT$1B
- Net income$514.7M
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 | $6.1B | $6B | +0.4% | $0.85 | $0.68 | +25.9% |
- Q1 2026+0.4%+25.9%
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 5 analysts.
- Low
- $32.00
- Consensus
- $82.56
- Median
- $85.00
- High
- $100.00
- Current
- $77.46
- Upside
- +6.6%
Upside calculated vs most recent trading price of $77.46.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 35 analyst ratings.
22-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | Citigroup | maintain | Buy | Buy |
| Jul 2, 2026 | Baird | maintain | Outperform | Outperform |
| Jun 30, 2026 | Piper Sandler | upgrade | Underweight | Overweight |
| May 29, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| May 27, 2026 | Truist Securities | maintain | Buy | Buy |
| May 18, 2026 | Canaccord Genuity | maintain | Buy | Buy |
| May 12, 2026 | Macquarie | maintain | Neutral | Neutral |
| May 8, 2026 | RBC Capital | maintain | Outperform | Outperform |
| May 8, 2026 | Piper Sandler | maintain | Underweight | Underweight |
| May 8, 2026 | Needham | maintain | Buy | Buy |
- Jul 16, 2026CitigroupBuy
- Jul 2, 2026BairdOutperform
- Jun 30, 2026Piper SandlerOverweight
- May 29, 2026Morgan StanleyOverweight
- May 27, 2026Truist SecuritiesBuy
- May 18, 2026Canaccord GenuityBuy
- May 12, 2026MacquarieNeutral
- May 8, 2026RBC CapitalOutperform
- May 8, 2026Piper SandlerUnderweight
- May 8, 2026NeedhamBuy
Frequently asked questions
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