forecasting
agent
← back to scans

Will Likud win 30-34 seats in the 2026 Israeli legislative election?

polymarketElections·2026-10-13·view on polymarket ↗
9%
Agent
10%
Market Price
-1.5%
Edge
61%
Confidence
264,905
Volume
3.0c
Spread
14
Days to resolution
5
Markets in event
final rationale
Mean of 2 draws (0.10, 0.08). (0) The condition is not met yet. The election is on 27 Oct 2026, the Central Elections Committee has published no results, and Likud is running on its own list, so no joint-list seats will be added. (a) There are about 14 days until the vote, and the poll blackout starts 23 Oct, so little new data will come before results. (b) If the current picture holds, the answer is NO: mainstream polls (Channels 12 and 13, Kan, Maariv, Israel Hayom) put Likud at 20–21, the cross-outlet averages are about 21–23, and even the Likud-friendliest pollsters are below 30 (Channel 14 at 29 on 12 Oct, falling from 32; i24/Direct Polls at 26). (c) NO scenario: the mainstream pollsters are roughly right, Likud lands at 19–26, and the Winter party either takes Likud votes or wastes them just below the threshold. (d) YES scenario: the Channel 14/i24 family proves more accurate than the mainstream. Add strong stronghold turnout (Likud claims 2–3 seats), Winter's voters returning to Likud, and late consolidation among the 24% of coalition-side voters who are undecided, and Likud ends at 30–31. There is a real precedent the research missed: in 2015 the final polls had Likud at about 21–22 and it won 30. Likud has also tended to beat mainstream polls since. The market's 10.5% (bid 9%, ask 12%) fits a ladder where the 25–29 bracket is priced at 26.5% and 35+ at 2.4%. With the two pollster families about 8 seats apart and recent momentum downward, I see no strong reason to move off the anchor. I shade it slightly to 10%.
price vs. prediction
market price agent forecast at t+0
5 follow-ups
re-scan context
This market has been scanned before. Previous predictions:
datepredictedmarket priceconfidence
2026-10-05 14% 16% 64%
2026-09-25 10% 12% 66%
1. Planner Opus 5.5 · picks the research tools
Tools chosen: polymarket_direct resolution_source polymarket_related kalshi_related wikipedia
Planner reasoning
The polymarket_direct price is the anchor for this seat bracket. polymarket_related will pull the sibling Likud seat brackets and other election markets so the full distribution can be checked for consistency, and kalshi_related checks whether Kalshi has a second crowd on the same race. Wikipedia's opinion-polling page for the next Israeli election gives structured poll seat counts for Likud, and resolution_source covers the Central Election Committee page the market falls back on.
2. Research parallel tool calls + 4 web research loops (Sonnet 5.5) · read raw by the forecasters
at a glance
RESEARCH DIGEST (built in code: tool summaries and each report's bottom line; the forecasters read the full tool outputs and reports) Tools - polymarket_direct: ## This Market's Polymarket Data **Will Likud win 30-34 seats in the 2026 Israeli legislative election?** - Current price (probability): 10.50% (live; bid 9% / ask 12%) - 7-day price change: -4.00% - 30-day price change: -5.00% - Total volume: $266,326 (USD notional) - Price range: 8.00% - 19.00% - Data points: 90 days - resolution_source: already_resolved=unclear; matches_criteria=False; last_updated=2026-10-11. The election is set for October 27, 2026, and no results exist yet. The most recent polls put Likud below the 30–34 range: Maariv had it at 20 seats (Oct 9), Channel 13 at 20 and Haaretz at 20 (Oct 11), and i24NEWS/Direct Polls at 26 (Oct 8). The Likud-affiliated Channel 14/Filber pollster showed Likud at 34–35 in late 2025 - polymarket_related: Polymarket search over 3 keyword(s), kept 20 matches. keyword 'Likud seats': 10 markets | keyword 'Israel election': 10 markets | keyword 'Netanyahu': 0 markets - kalshi_related: 2 related markets / summaries. keyword 'Israel election': ok | keyword 'Likud': no matches | keyword 'Netanyahu': ok - wikipedia: Fetched 2 Wikipedia entries (0 missing pages). Research loops, bottom lines - current state: Mainstream polls (Channels 12/13, Kan, Maariv, Israel Hayom) put Likud at about 19–21 seats. Only i24 (26) and Channel 14 (about 30 or more) come near the 30–34 bracket, and the cross-outlet average is about 22. Reaching 30 would need a roughly 8–10 seat polling miss, with 14 days to go and a poll blackout starting 23 Oct. - base rate: Likud reached 30–34 seats in 3 of the last 6 elections, but the current polling is far below that, at roughly 20–24 (average about 21–23) against a 2022 result of 32. Only the Filber-linked pollsters (Channel 14, i24) get near 30, and none shows 30 or more. A 30+ result would need a polling miss of roughly 8–10 seats, much larger than recent Israeli polling errors for Likud, which were about 0–3 seats. - yes case: The YES case rests almost entirely on Channel 14 (29, trending down from 32) and i24 (26) being closer to the truth than the mainstream polls at 20–21. Turnout mobilisation of about 2–3 seats and collapse of Winter's party are the plausible boosters. Even with both, the mainstream average is still several seats short of 30. - no case: Every mainstream pollster, and now Channel 14 (29), has Likud below 30. Only a polling miss of roughly 9–10 seats against the mainstream pollsters, or an unusually strong late Channel 14-style outcome, would resolve YES. Status quo and trend both point to NO.
tools
toolstatustimeitemssummary
polymarket_direct OK 0.5s 1 ## This Market's Polymarket Data **Will Likud win 30-34 seats in the 2026 Israeli legislative election?** - Current price (probability): 10.50% (live; bid 9% / ask 12%) - 7-day price change: -4.00% - 30-day price change: -5.00% - Total volume: $266,326 (USD notional) - Price range: 8.00% - 19.00% -
resolution_source OK 9.4s 1 already_resolved=unclear; matches_criteria=False; last_updated=2026-10-11. The election is set for October 27, 2026, and no results exist yet. The most recent polls put Likud below the 30–34 range: Maariv had it at 20 seats (Oct 9), Channel 13 at 20 and Haaretz at 20 (Oct 11), and i24NEWS/Direct Pol
polymarket_related OK 0.8s 20 Polymarket search over 3 keyword(s), kept 20 matches. keyword 'Likud seats': 10 markets | keyword 'Israel election': 10 markets | keyword 'Netanyahu': 0 markets
kalshi_related OK 4.9s 2 2 related markets / summaries. keyword 'Israel election': ok | keyword 'Likud': no matches | keyword 'Netanyahu': ok
wikipedia OK 0.7s 2 Fetched 2 Wikipedia entries (0 missing pages).
research loops · 4/4 ok · 16 searches · 4 page reads
dimensionstatustimesearchespage readsreport
current state OK 18s 4 0 3826 chars
base rate OK 20s 4 0 4286 chars
yes case OK 20s 4 2 4837 chars
no case OK 18s 4 2 3986 chars
report: current state
- [2026-10-27] The election is set for 27 Oct 2026, the legally latest date. The Knesset dissolved on 17 Jul. Polls may not be published from the end of the Friday before the vote (23 Oct). Diplomats and similar voters vote abroad on 20 Oct. https://blogs.loc.gov/law/2026/10/falqs-israels-upcoming-election-on-october-27-2026/ - [2026-10-13] The Israel.com poll tracker, citing 8 outlets in the last 14 days, gives Likud an average of 22.3 seats, with individual polls ranging 20–29. Yashar (Eisenkot) averages 21.6. Likud is +0.1 since the lists closed on 8 Sep. https://www.israel.com/israel-election-2026 - [2026-10-12] Channel 12 poll: Yashar 23, Likud 20 (down 1), Bennett's Yachad 13. https://www.jfeed.com/news-israel/tmtuwv - [2026-10-11] Haaretz poll: Yashar 22, Likud 20 (down 1), Together 12. The Netanyahu coalition is at 53, Eisenkot's bloc at 50. https://www.haaretz.com/israel-news/elections/2026-10-11/ty-article/israel-election-poll-eisenkot-bloc-continues-slump-as-coalition-gains-ground/000001a1-2c63-d7a5-a7b1-be7397560000 - [2026-10-11] Maariv/Channel 13/Kan/Channel 12 round-up. Likud: Channel 13 20, Kan 21, Channel 12 21; Maariv's Likud figure is cut off in the fetched text. Both blocs are at about 52. Ofer Winter's People of Israel sits near the threshold and Likud campaigned against it. https://www.jpost.com/israel-election-2026/article-911262 - [2026-10-08] i24NEWS/Direct Polls: Likud 26, down 2 from the previous week. Its coalition total is 56. This outlet is consistently the most Likud-friendly apart from Channel 14. https://www.i24news.tv/en/news/israel-election-s-2026/artc-i24news-poll-netanyahu-and-eisenkot-fall-while-bennett-rises-full-poll - [2026-10-12] Channel 14 is the only outlet giving the outgoing coalition 61 seats. Its Likud figure on 12 Oct is not shown in the sources I fetched. Earlier Channel 14 polls had Likud at 31–33. A JPost round-up from around 27 Sep had Channel 14 at 32 for Likud. https://www.jpost.com/israel-election-2026/article-909804 - [2026-10-05] Most mainstream polls since the lists closed put Likud at 18–21. Channel 12/Midgam had 21 and Maariv 19. Channel 13 had 18 on 17 Sep, its lowest in months. https://israel2026.co.il/en/election-polls.html - [2026-10-02] The Supreme Court unanimously overturned the 23 Sep Central Elections Committee disqualification of all Arab-majority parties. This is relevant to bloc maths more than to Likud's own count. https://arabcenterdc.org/resource/netanyahus-electoral-strategy-deadlock/ - [2026-09-08] Party lists closed. There are 38 parties. Netanyahu failed to recruit major outside figures. Likud is running on its own list, not a joint one. https://israelpolicyforum.org/onetwenty/ - [2026-04-10] Reference point: Likud polled 25 in a Channel 12 poll, and 27 a week earlier. The party has slid since then. https://www.haaretz.com/israel-news/israel-politics/2026-04-10/ty-article/.premium/poll-netanyahus-likud-loses-two-seats-opposition-needs-arab-parties-support/0000019d-7686-dce0-a7ff-f6fe4dd60000 - [2022-11-01] The outgoing Knesset has Likud at 32 seats. That figure comes from the 2022 election, and the Israel Policy Forum page says "36 including New Hope". https://israelpolicyforum.org/onetwenty/ BOTTOM LINE: Mainstream polls (Channels 12/13, Kan, Maariv, Israel Hayom) put Likud at about 19–21 seats. Only i24 (26) and Channel 14 (about 30 or more) come near the 30–34 bracket, and the cross-outlet average is about 22. Reaching 30 would need a roughly 8–10 seat polling miss, with 14 days to go and a poll blackout starting 23 Oct. NOT FOUND: Channel 14's exact Likud number for 12 Oct, Maariv's exact Likud number for 11 Oct, any official Central Elections Committee results page (the election has not happened), and any 2026 event that would change Likud's seat count, such as a merger.
report: base rate
- [2026-10-12] The israelielection.org poll average puts Likud at about 21.4 seats across 8 current polls, with a range of 20–29. Without the Filber-run pollsters (Channel 14 and i24NEWS), the average is 19.9. Only Channel 14 (29) and i24NEWS (26) are near the 30–34 bracket, and none of the 8 polls reaches 30. https://www.israelielection.org/polls - [2026-10-13] The Middle East Forum poll of polls, which uses 5 polling houses with fieldwork 28 Sep–12 Oct, gives Likud 24 (mean 23.2, range 20–29). Its latest poll lines: Channel 14 had Likud 29 (12 Oct), Maariv 20, i24 26, Channel 13 20, Channel 12 21. https://israelvote.meforum.org/ - [2026-10-11] Haaretz, citing a Kan poll, had Likud at 20, down one, with Yashar (Eisenkot) at 22. Kan had Eisenkot ahead of Netanyahu on PM suitability, 43% to 38%, and 30% of respondents undecided. https://www.haaretz.com/israel-news/elections/2026-10-11/ty-article/israel-election-poll-eisenkot-bloc-continues-slump-as-coalition-gains-ground/000001a1-2c63-d7a5-a7b1-be7397560000 - [2026-10-08] i24NEWS (Direct Polls) had Likud at 26, down 2 from the prior week. This is the highest mainstream-outlet figure. https://www.i24news.tv/en/news/israel-election-s-2026/artc-i24news-poll-netanyahu-and-eisenkot-fall-while-bennett-rises-full-poll - [2026-10-06] JNS reports that several polls put Likud below 20 seats, which would be its worst result since 2006. It says Likud is neck-and-neck with Yashar. https://www.jns.org/feature/israels-political-parties-explained-likud - [2026-09-17] A Channel 13 poll had Likud at 18, its lowest in recent months. Yashar was at 22. https://www.haaretz.com/israel-news/elections/2026-09-17/ty-article/israeli-election-poll-sees-pro-netanyahu-bloc-edge-ahead-of-eisenkot/000001a0-ad41-dea8-afe0-eded00220000 - [2026-04-17] Likud was at 25 in a Channel 12 poll, so the trend since spring is downward. The Wikipedia infobox lists Likud's current seats as 32. https://www.haaretz.com/israel-news/israel-politics/2026-04-17/ty-article/.premium/channel-12-poll-likud-unchanged-on-25-seats-no-coalition-without-arab-parties/0000019d-9a69-d442-a59f-be7d3cdb0000 - [Historical] Likud seats won: 30 (2015), 35 (Apr 2019), 32 (Sep 2019 on the Wikipedia/IDI history; Blue and White won 33), 36 (2020), 30 (2021), 32 (2022). Likud was within 30–34 in 2015, 2021 and 2022, and above that range in Apr 2019 and 2020. The Sep 2019 figure of 32 is from my own recollection, not a fetched source, so treat it as unconfirmed. https://jewishvirtuallibrary.org/israeli-electoral-history - [Historical accuracy] Final 2022 polls had Likud at 30–34. The Channel 14/Direct Polls figure of 34 was close to the 32 actually won. In 2021 the final polls had Likud at 30–32 against 30 actual. In both years the mainstream polls were close, and Likud was not far below its final polls. https://en.wikipedia.org/wiki/Opinion_polling_for_the_2022_Israeli_legislative_election - [2022 pre-election vs. result] The polls cited here ran from Likud 30 to 34 in the final week before the 2022 vote. Likud then won 32 (23.41% of the vote). https://en.wikipedia.org/wiki/2022_Israeli_legislative_election - [2026-10-12] Neither bloc reaches 61 in the polling averages. The Netanyahu bloc averages 54.1 and the anti-Netanyahu Zionist bloc 49.0. Channel 14 has the Netanyahu bloc at 61, which no other pollster shows. https://www.israelielection.org/polls - [2026-10-13] Wikipedia's election page says the 26th Knesset election is scheduled for 27 October 2026. https://en.wikipedia.org/wiki/2026_Israeli_legislative_election BOTTOM LINE: Likud reached 30–34 seats in 3 of the last 6 elections, but the current polling is far below that, at roughly 20–24 (average about 21–23) against a 2022 result of 32. Only the Filber-linked pollsters (Channel 14, i24) get near 30, and none shows 30 or more. A 30+ result would need a polling miss of roughly 8–10 seats, much larger than recent Israeli polling errors for Likud, which were about 0–3 seats. NOT FOUND: Betting odds or prediction-market prices for other Likud seat brackets, an expert seat forecast, and a per-pollster accuracy track record for 2026. I did not confirm the Sep 2019 seat total on a fetched page, and no Channel 14 or Direct Polls figure of 30 or more appeared in the current polls.
report: yes case
YES means: Likud (alone or on a joint list) wins 30–34 Knesset seats in the 27 Oct 2026 election, per the official Central Elections Committee results. - [2026-10-12] Channel 14/Next Data (Filber) has Likud at 29, down 2 from 31. It has the right-wing bloc at 61, down from 63. Winter's Amcha Yisrael is below the threshold in both Channel 14 and Channel 12. This is the closest any poll comes to the bracket on the latest date. The Channel 14 trend since early Oct is 32 (1 Oct), 31 (7 Oct), 29 (12 Oct). Channel 14 has shown Likud at 29–33 throughout, so its 29 is still near the range. https://israelnationalnews.com/news/434503 - [2026-10-07/10-01] Wikipedia's poll table gives i24/Direct Polls 26 (7 Oct) and 28 (1 Oct), and Channel 14 31 (7 Oct) and 32 (1 Oct). i24 on 7 Oct had a coalition total of 56. The same table shows mainstream polls of 7–8 Oct at 20–22 for Likud (Maariv 20, Zman Yisrael 20, Kantar/Israel Hayom 21). Two pollster families therefore sit 5–11 seats apart. https://en.wikipedia.org/wiki/Opinion_polling_for_the_2026_Israeli_legislative_election - [2026-09-24] Mechanism 1, turnout. Likud's campaign says it found polling stations where it won about 50% of the vote on about 35% turnout. It estimates that mobilising those voters is worth 2–3 seats. The campaign calls itself "cautiously optimistic". The estimate rests on internal Filber polling and is not independently verified. https://www.jpost.com/israel-election-2026/article-909559 - [2026-10-12] Mechanism 2, Winter wasted votes. Ofer Winter's party is below 3.25% in the Channel 12 (1.8%) and Channel 14 polls, but it is near the threshold in other polls (Kan 4 seats on 11 Oct). Political sources estimated on 5 Oct that it takes more than two seats' worth of support from Likud. If Winter fails to cross, these voters would be wasted. Some would return to Likud. A "dominated strategy" argument is already circulating on the right (8 Oct). Pollster Lazar attributed Likud's fall to about 18 (about 18 Sep) to Winter, so the loss could partly reverse. The last two points are reports and assessments, not data. https://www.jpost.com/israel-election-2026/article-910503 https://jewishparenting.substack.com/p/the-rational-israeli-voters-guide-509 - [2026-10-11] The Kan poll shows 30% undecided, and 26% say they may switch blocs. Undecided coalition-side voters are 24%, against 20% on the opposition side. That is a large undecided pool for a late consolidation behind Likud. https://www.jpost.com/israel-election-2026/article-911378 - [2026-10-09] Counter-evidence to weigh. A Maariv poll on about 8 Oct found only 6.4% undecided, which would shrink the room for a late surge. https://thejewishindependent.com.au/israel-polls-netanyahu-stalemate/ - [2026-10-12] Mainstream polls miss on bloc totals as well as on Likud. Right-bloc totals run from 49 to 63 across outlets. In 2022 the Direct Polls figure on 13 Oct was 34, against an actual 32. Direct Polls (i24) has now been run by Zuriel Sharon since April 2025 and is separate from Filber. https://ihulkower.substack.com/p/the-outlying-oracle - [2026-10-12] Channel 14's methodology is disputed. Haaretz reported on 18 Aug that Channel 14 withheld or only partly filed data with the Elections Committee, and that its questions may be leading. It had a smaller sample (n=647 on 23 Sep) than Channel 13's n=1,503. This undermines the Channel 14 figures as evidence for a YES. https://www.haaretz.com/israel-news/elections/2026-08-18/ty-article/.premium/israels-channel-14-told-to-correct-polling-data-filed-after-haaretz-inquiry/000001a0-13c4-d7e4-afbb-3fd74d9c0000 - [2026-10-12] Most likely path to YES: the Channel 14/i24 picture turns out nearly right, with Likud at 30 or more. Prerequisites: 1. Winter's party stays below the threshold or collapses, and its Likud-origin voters return to Likud. 2. Likud's strongholds turn out strongly, worth 2–3 seats. 3. Late consolidation behind Netanyahu (as seen in Haaretz/Kan, where the coalition rose from 51 to 53) draws on the 24% of undecided coalition-side voters. 4. Mainstream pollsters are biased low for Likud. This path needs about 9–10 seats above mainstream polls (20–21) and about 1 seat above Channel 14's latest. https://israelnationalnews.com/news/434503 BOTTOM LINE: The YES case rests almost entirely on Channel 14 (29, trending down from 32) and i24 (26) being closer to the truth than the mainstream polls at 20–21. Turnout mobilisation of about 2–3 seats and collapse of Winter's party are the plausible boosters. Even with both, the mainstream average is still several seats short of 30. NOT FOUND: A Channel 14 or i24 Likud figure of 30 or more after 12 Oct. Any independent per-pollster accuracy audit for 2026. Independent evidence that the Likud "stay-at-home" pool exists. Maariv's exact 11 Oct Likud number.
report: no case
YES means: Likud (alone or on a joint list) wins 30–34 Knesset seats in the 27 Oct 2026 election, per official Central Elections Committee results. - [2026-10-12] Channel 14's Likud figure is now known: 29, down 2 from 31. Its Likud series has been falling since the 34–37 it showed in July–August. Even the most Likud-friendly pollster is therefore below 30 on its latest reading. Channel 14 also shows Yashar falling from 23 to 20 in the same poll. https://www.israelnationalnews.com/news/434503 - [2026-10-12] Channel 14's right-wing bloc is down from 63 to 61, and the same poll has Ofer Winter's party below the threshold. Votes wasted below the threshold are discarded before seats are allocated. That redistribution helps Likud slightly, but Likud's mobilisation upside is only 2–3 seats per its own campaign estimate (JPost, 2026-09-25). https://www.jpost.com/israel-election-2026/article-909559 - [2026-08-20] Israel Policy Forum, a primary analysis of pollsters: Channel 14 and i24 give Likud 30–32 and every other pollster gives 21–23. Channel 14's pollster is a firm the channel itself established, and Filber's Direct Polls failed to file its CEC-required data. Critics call them biased. https://israelpolicyforum.org/2026/08/20/israeli-election-polls-pollsters/ - [2026-08-20] The same source says Israeli pollsters have historically predicted bloc totals fairly well. Individual party results vary more. Typical TV samples are about 500 people (margin of error above 4%) with roughly 10% undecided. Even so, an 8+ seat gap over the whole mainstream group is far outside normal error. https://israelpolicyforum.org/2026/08/20/israeli-election-polls-pollsters/ - [2026-10-12] Mainstream Likud readings are mostly 18–21. Kan and Channel 12 gave 21 and Maariv 20 on 8 Oct. Channel 13 gave 18, and Maariv's pollster Lazar said Likud has been around 17–18 since 7 Oct. https://www.jpost.com/israel-election-2026/article-909557 - [2026-10-05] Lazar's mechanism: Winter's People of Israel draws from Likud, and more than half of his support comes from Likud. Likud's anti-Winter campaign may backfire, and a Winter list that falls just short of the threshold wastes votes rather than returning them to Likud. https://jewishparenting.substack.com/p/the-rational-israeli-voter-s-guide-to-ofer-winter - [2026-10-13] A dated precedent of Direct Polls/Channel 14 overshooting Likud's bloc in 2022: it projected a Netanyahu majority in 7 of its first 9 surveys, against 4 of 45 for the other four pollsters. In the final 2022 week Channel 14 had Likud at 31–34 and mainstream pollsters had 30–31. The result was 32. This shows Channel 14 can be roughly right at the end. It also shows Likud's final numbers came down to meet the mainstream. https://moralclaritynewsletter.substack.com/p/the-polls-are-not-the-people - [2026-10-11] Maariv recorded a one-seat Likud gain to 20. Even the recovery in the latest Maariv round leaves Likud about 10 seats short of the 30 floor. https://www.jpost.com/israel-election-2026/article-911139 - [2026-10-12] A short window and few mechanisms remain. Surplus-vote agreements are due 16 Oct. These only shift leftover seats, not the 10-seat gap. https://en.wikipedia.org/wiki/Opinion_polling_for_the_2026_Israeli_legislative_election - [2026-10-12] Resolution technicality: Likud is on its own list, so no joint-list seats are added. The "lowest bracket" fallback applies only if results are unknown by 31 Oct 2027, which is not a realistic path to YES. https://israelpolicyforum.org/onetwenty/ BOTTOM LINE: Every mainstream pollster, and now Channel 14 (29), has Likud below 30. Only a polling miss of roughly 9–10 seats against the mainstream pollsters, or an unusually strong late Channel 14-style outcome, would resolve YES. Status quo and trend both point to NO. NOT FOUND: a final-week Channel 14 poll (blackout starts 23 Oct), any expert seat forecast for Likud, and any evidence of Likud merging with another party or joining a joint list.
3. Forecasters 2 draws · Opus 5.5 + GPT · plain mean
claude-opus-5-5 · high effort
60% conf
Yes 10%
No 90%
(0) The condition is not met yet. The election is on 27 Oct 2026, the Central Elections Committee has published no results, and Likud is running on its own list, so no joint-list seats will be added. (a) There are about 14 days until the vote, and the poll blackout starts 23 Oct, so little new data will come before results. (b) If the current picture holds, the answer is NO: mainstream polls (Channels 12 and 13, Kan, Maariv, Israel Hayom) put Likud at 20–21, the cross-outlet averages are about 21–23, and even the Likud-friendliest pollsters are below 30 (Channel 14 at 29 on 12 Oct, falling from 32; i24/Direct Polls at 26). (c) NO scenario: the mainstream pollsters are roughly right, Likud lands at 19–26, and the Winter party either takes Likud votes or wastes them just below the threshold. (d) YES scenario: the Channel 14/i24 family proves more accurate than the mainstream. Add strong stronghold turnout (Likud claims 2–3 seats), Winter's voters returning to Likud, and late consolidation among the 24% of coalition-side voters who are undecided, and Likud ends at 30–31. There is a real precedent the research missed: in 2015 the final polls had Likud at about 21–22 and it won 30. Likud has also tended to beat mainstream polls since. The market's 10.5% (bid 9%, ask 12%) fits a ladder where the 25–29 bracket is priced at 26.5% and 35+ at 2.4%. With the two pollster families about 8 seats apart and recent momentum downward, I see no strong reason to move off the anchor. I shade it slightly to 10%.
claude-opus-5-5 · high effort
62% conf
Yes 8%
No 92%
(0) Not resolved. The election is on 27 Oct 2026 and the Central Elections Committee has published no results. Likud is running on its own list, so no joint-list seats get added. (a) There are 14 days to the vote, and a poll blackout starts 23 Oct. (b) If nothing changes, Likud lands around 20–24 seats. Mainstream polls (Channels 12 and 13, Kan, Maariv, Haaretz) show 20–21, i24/Direct Polls shows 26, and even the Likud-friendly Channel 14 has slipped to 29 (12 Oct), trending down from 32. Cross-outlet averages are about 21–23, and no current poll shows 30 or more. (c) NO: the mainstream polls are roughly right, or Channel 14 overshoots as it often has, and Likud finishes in the low-to-mid 20s. (d) YES: a 2015-style late surge, when final polls had Likud near 21–22 and it won 30. That would need Winter's list to collapse and return its Likud-origin voters, Likud strongholds to turn out strongly (2–3 seats by Likud's own estimate), and late undecided coalition-side voters (24% in Kan) to break to Likud, with Channel 14 and i24 proving closer to the truth than everyone else. The 2015 precedent keeps the tail real. However, the 2021 and 2022 polling errors for Likud were only 0–3 seats, and Channel 14's downward trend weakens the YES case. I shade slightly below the market's 10.5% (bid 9 / ask 12), which is consistent with the sibling brackets (25–29 at 26.5%, 35+ at 2.4%).
4. Final plain mean of 2 draws
9% (61% confidence)
Yes: 9% No: 91%
Mean of 2 draws (0.10, 0.08). (0) The condition is not met yet. The election is on 27 Oct 2026, the Central Elections Committee has published no results, and Likud is running on its own list, so no joint-list seats will be added. (a) There are about 14 days until the vote, and the poll blackout starts 23 Oct, so little new data will come before results. (b) If the current picture holds, the answer is NO: mainstream polls (Channels 12 and 13, Kan, Maariv, Israel Hayom) put Likud at 20–21, the cross-outlet averages are about 21–23, and even the Likud-friendliest pollsters are below 30 (Channel 14 at 29 on 12 Oct, falling from 32; i24/Direct Polls at 26). (c) NO scenario: the mainstream pollsters are roughly right, Likud lands at 19–26, and the Winter party either takes Likud votes or wastes them just below the threshold. (d) YES scenario: the Channel 14/i24 family proves more accurate than the mainstream. Add strong stronghold turnout (Likud claims 2–3 seats), Winter's voters returning to Likud, and late consolidation among the 24% of coalition-side voters who are undecided, and Likud ends at 30–31. There is a real precedent the research missed: in 2015 the final polls had Likud at about 21–22 and it won 30. Likud has also tended to beat mainstream polls since. The market's 10.5% (bid 9%, ask 12%) fits a ladder where the 25–29 bracket is priced at 26.5% and 35+ at 2.4%. With the two pollster families about 8 seats apart and recent momentum downward, I see no strong reason to move off the anchor. I shade it slightly to 10%.
Pipeline Timing
Total pipeline time: 51.9s
Per-tool research timings shown in the Research section above.