Aaj 22 July 2026 ko Nasdaq
aur U.S. market ke liye earnings kaafi important hain, kyunki kuch badi
Nasdaq-100 / tech companies apne Q2 2026 results jaari kar rahi hain. Sabse
zyada focus Alphabet aur Tesla par hai, kyunki inka direct asar Nasdaq index par
pad sakta hai.
Aaj ki main Nasdaq earnings
|
Company |
Kab result? |
Anuman |
|
Alphabet (GOOGL) |
After market close |
Strong / beat |
|
Tesla (TSLA) |
After market close |
Mixed / cautious |
|
IBM (IBM) |
After market close |
Steady |
|
AT&T (T) |
Before market open |
In-line |
|
GE Vernova (GEV) |
Before market open |
Positive |
|
Southwest Airlines (LUV) |
After market close |
Mixed |
Pratek company ka detailed
anuman
Alphabet (Google) – GOOGL
Result: After market close
Market expectation: Analysts
ko ummeed hai ki Alphabet ki revenue growth double-digit ke aas-paas rahegi,
especially Google Search aur Cloud business ke kaaran.
Kya dekhna hai?
Google Cloud revenue – AI
services ki demand kitni badhi.
Advertising revenue – Search
aur YouTube ads ka performance.
AI capex – company AI
infrastructure par kitna kharch kar rahi hai.
Anuman: Strong beat ka
chance, kyunki AI aur Cloud demand abhi bhi market ka major growth driver hai.
Nasdaq par asar: Agar
Alphabet expectations se better result deta hai, to Nasdaq futures mein tezi
dekhne ko mil sakti hai.
Tesla – TSLA
Result: After market close
Market expectation: Tesla ke
liye sentiment mixed hai. Revenue aur EPS growth par pressure hai, kyunki EV
demand slowdown aur price cuts ka asar ho sakta hai.
Kya dekhna hai?
Vehicle deliveries –
quarterly delivery numbers expected hain.
Gross margin – price cuts ke
baad profitability kitni bachi.
Robotaxi / AI updates – Elon
Musk ka future guidance.
Anuman: Mixed result, lekin
agar margin expected se better raha to stock mein sharp rally aa sakti hai.
Nasdaq par asar: Tesla ka
result high volatility create kar sakta hai, kyunki TSLA Nasdaq-100 ka major
component hai.
IBM – IBM
Result: After market close
Market expectation: IBM se
steady growth ki ummeed hai, especially hybrid cloud aur AI consulting business
mein.
Kya dekhna hai?
Software revenue growth
Cloud bookings
Free cash flow guidance
Anuman: In-line se slightly
better, lekin market reaction guidance par depend karega.
AT&T – T
Result: Before market open
Market expectation: Telecom
sector mein stable earnings ki ummeed hai.
Kya dekhna hai?
Wireless subscriber additions
Revenue growth
Debt reduction progress
Anuman: In-line result,
Nasdaq par direct asar limited.
GE Vernova – GEV
Result: Before market open
Market expectation: Renewable
energy aur power equipment demand ke kaaran positive sentiment hai.
Kya dekhna hai?
Order growth
Profit margin
Full-year guidance
Anuman: Positive surprise ka
chance, energy sector stocks ko support mil sakta hai.
Southwest Airlines – LUV
Result: After market close
Market expectation: Airline
sector par fuel prices aur travel demand ka pressure hai.
Kya dekhna hai?
Passenger revenue
Fuel cost outlook
Future booking trends
Anuman: Mixed result, stock
reaction guidance par depend karega.
Nasdaq ke liye sabse
important kya hai?
Aaj ke results mein Alphabet
aur Tesla sabse zyada important hain. In dono ka combined weight Nasdaq-100
mein kaafi bada hai, isliye:
Dono beat karein: Nasdaq mein
strong rally aa sakti hai.
Alphabet beat, Tesla weak:
Nasdaq mixed reh sakta hai.
Dono miss karein: Nasdaq
futures mein sharp sell-off possible hai.
Result ka anuman kaise lagaya
jata hai?
Analysts earnings ka anuman
in factors se lagate hain:
EPS Estimate: company kitna
profit per share report karegi.
Revenue Estimate: total sales
expected level.
Guidance: management future
quarter ke liye kya forecast deti hai.
Whisper Number: unofficial
market expectation, jo official estimate se alag ho sakta hai.
Options Implied Move: result
ke baad stock kitna move kar sakta hai.
Meri current assessment ke
hisaab se Alphabet ka result Nasdaq ko support de sakta hai, jabki Tesla ka
result direction decide karega. Agar aap chahein, main Alphabet aur Tesla ke
exact EPS estimate, revenue estimate, previous quarter comparison, aur result
ke baad stock kitne percent move kar sakta hai uska bhi detailed table bana
sakta hoon.
Here's what's
shaping up as one of the biggest earnings weeks of the summer, with three
Nasdaq megacaps in the spotlight:
Alphabet
(NASDAQ: GOOGL) — reporting Wednesday, July 22 (after market close)
- Estimates: Analysts expect
adjusted EPS of $2.88, up 24.7% from $2.31 a year ago, with revenue
forecast to rise 21.3% year-over-year to $117.00 billion.
- What
to watch: Google Search remains the largest revenue driver, while Google
Cloud is the fastest-growing segment, with investors closely watching
cloud growth as Alphabet ramps AI investment. The company's Google Cloud
backlog has reportedly reached $462 billion.
Tesla
(NASDAQ: TSLA) — reporting Wednesday, July 22 (after market close)
- Sentiment/positioning: TSLA carries a Hold
consensus on Wall Street (10 Buys, 16 Holds, 3 Sells), with an average
price target of $405.42 implying about 6.5% upside from current levels.
Options traders are pricing in a roughly 7.08% swing in the stock
following the release, above its average post-earnings move of 3.23% over
the last four quarters.
- What
to watch: Analysts are concerned about slower-than-expected Cybercab
production and a delayed robotaxi rollout, and believe heavy
AI/manufacturing investment could push free cash flow negative in 2026. On
the delivery side, Tesla posted a record 480,126-vehicle quarter.
Intel
(NASDAQ: INTC) — reporting Thursday, July 23 (after market close)
Note: sources vary
slightly, with one citing July 24 — worth double-checking closer to the date.
- Estimates: Street estimates call
for Q2 earnings of $0.22 per share, a sharp turnaround from a $0.10 per
share loss a year ago, with revenue expected to reach $14.42 billion, up
nearly 12% year-over-year.
- What
to watch: Intel's stock has been volatile in 2026, surging over 20% after a
blowout Q1 report before falling roughly 13% over the past week amid a
broader semiconductor selloff. Investors want progress on Intel's data
center and AI chip roadmap, including its Terafab project and Google
partnership, plus guidance on whether Q1's margin recovery holds into H2.
The options market is pricing in around a 15% potential swing in the stock
following the report.
Broader
context
- Alphabet and Tesla are
among 77 S&P 500 companies reporting this week, alongside names like
General Motors (Tuesday) and CME Group (Wednesday premarket). So far this
season, about 88% of the roughly 50 S&P 500 companies that have
reported have beaten earnings expectations.
- Domino's Pizza (NASDAQ:
DPZ) already reported: shares jumped 6.5% after Q2 revenue reached $1.194
billion, beating expectations, though EPS of $4.07 came in below
estimates.
Since earnings calendars shift and estimates get revised right up until release, I'd recommend a quick check of Nasdaq's earnings calendar or a broker app the morning of each report for the latest confirmed timing and consensus figures. Want me to pull up any other specific Nasdaq companies you're tracking?
Today (**Wednesday, July 22, 2026**), the Nasdaq is hosting the most anticipated earnings session of the summer. After the closing bell, two prominent corporate giants—**Alphabet** and **Tesla**—will release their Q2 2026 financial reports.
Given the ongoing global tech and AI market volatility, Wall Street is watching these numbers closely. Detailed consensus projections and focal points for each company include:
1. Alphabet Inc. (NASDAQ: GOOGL / GOOG)
* **Release Timing:** After the Market Closes (AMC) —
Conference call at 4:30 p.m. ET.
* **Projected Results (Consensus Estimates):**
* **Earnings Per Share (EPS):** Estimated between **$2.86
and $2.95** (representing roughly 24% year-over-year growth).
* **Revenue:** Expected between **$116.5 billion and $120.2 billion** (representing ~15% to 21% year-over-year growth).
* **Key Business Segment Forecasts:**
* **Google Cloud:** Wall Street is projecting massive growth
of around **63% year-over-year**, targeting roughly $22.2 billion in revenue. Analysts
will be checking if its $460 billion backlog is actively converting to
sustained operating margins.
* **Google Services (Search & Advertising):** Expected to come in around $94.3 billion (+14.3% YoY).
* **What Investors Are Watching:**
* **The $190B Capex Bet:** Alphabet raised its full-year
2026 capital expenditure guidance to a staggering $180B–$190B. With free cash
flow having compressed heavily due to AI data center buildouts, the market
wants proof that this extreme spending is generating near-term revenue.
* **Gemini vs. Competitors:** Following the recent rollouts
of Gemini 3.5 Pro, metrics on enterprise API adoption and monetized search
behavior will dictate market sentiment.
2. Tesla, Inc. (NASDAQ: TSLA)
* **Release Timing:** After the Market Closes (AMC) —
Conference call at 5:30 p.m. ET.
* **Projected Results (Consensus Estimates):**
* **Earnings Per Share (EPS):** Expected at **$0.50 to
$0.51**.
* **Revenue:** Projected at **$25.3 billion to $26.4 billion** (representing roughly 12% to 17% growth compared to Q2 2025).
* **Key Focus Areas & Metrics:**
* **The Margin Reckoning:** While Tesla recently marked a strong quarter for vehicle deliveries, aggressive pricing cuts and promotional financing packages used to fend off domestic Chinese competition (like BYD) have compressed margins. Investors will dissect the *Automotive Gross Margin (ex-credits)* to see if profitability has stabilized.
What Investors Are Watching
* **Robotaxis & Autonomous Driving:** Beyond the basic
vehicle sales, Elon Musk's commentary regarding Full Self-Driving (FSD)
licensing timelines, regulatory hurdles, and updates to the upcoming Robotaxi
network will act as a major catalyst for the stock.
* **Energy Storage Growth:** Tesla's energy generation and storage business (Megapacks) has rapidly grown into a vital revenue diversification tool. Continued acceleration in this high-margin unit could offset near-term automotive slumps.
Other Nasdaq Companies Reporting Today
Though Alphabet and Tesla command the most attention, one other major tech firm reports after the close:
* **ServiceNow (NASDAQ: NOW):** Also reporting AMC today, ServiceNow is viewed by analysts as a key software bellwether. Wall Street will look to see if enterprise AI workflows are translating into accelerated software-as-a-service (SaaS) subscription expansions.

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