u/Cagliari77 ·
Reddit — r/stocks
· July 22, 2026 at 20:13
· ⬆ 61 pts
· 💬 52 comments
| View on Reddit ↗
AI Summary
Summary
The post questions how Alphabet’s EPS estimate of $2.88 could be so far off from the actual $9.11, highlighting a massive beat.
Author’s underlying thesis is skepticism: such a large deviation suggests either poor estimation or a non-recurring event, making the headline EPS unreliable.
Quality assessment: This is noise / speculation – the post lacks original research and simply questions analyst estimates, but the top comments provide clarifying context.
Score61
Comments52
Upvote %88%
▶ Full Post Text
Ok so Alphabet beat earnings estimates and I don't know what that will mean for the stock, we'll see.
I have a different question.
What kind of a beat is EPS of 9.11 vs an estimated 2.88?!
Like who exactly estimates these numbers and how can they be so off? Does that simply mean they suck at estimating these things, they didn't do their homework and study the company well, or something else?
We always see beats or worse than estimates earnings but they are usually within an understandable range. Like estimate 3.45 and results 3.75, ok maybe even 4.50.
But what the hell is 9.11 vs 2.88? :)
This makes the estimate look like a random number thrown out there :)
Alphabet reported EPS of $9.11 vs $2.88 estimate, largely due to a $7.47 per share unrealized gain from Anthropic and SpaceX IPO appreciation. This one-time windfall distorts the true operating earnings picture; investors should focus on $40B in operating income (+30% YoY) rather than the headline beat. The stock may rally on the headline beat, but the gain is non‑recurring, creating a potential short‑term mispricing and a need to watch for re‑rating after the noise fades. Operating earnings strength could sustain momentum; further IPO gains or increased buybacks could support the stock.