Qualcomm Inc. (NASDAQ: QCOM) reports Q4 FY2026 net revenue above $10.3 billion (July–September 2026, release ca. November 11, 2026, confirmed by Qualcomm IR or Bloomberg by November 12, 2026)
Pending
✦ AI-generated prediction
Published on 15. September 2026
·
Predicted for 11. November 2026
·
Based on: Historical Cycle
Qualcomm guided Q4 FY2026 revenue at $9.7-10.5B; analyst consensus is ~$10.15B (MarketBeat/Investing.com, September 15, 2026). Exceeding $10.3B requires a ~1.5% beat. Qualcomm's most recent revenue surprise was +2.79%; Q2 FY2026 (Jan-Mar) already reached $10.6B. Tailwinds: Snapdragon X AI-PC demand and Snapdragon 8 Elite Gen 2 smartphone traction. Headwinds: seasonal summer weakness and Huawei competition in China. No Polymarket market; estimate anchored on guidance top-end and historical beat frequency.
Data basis for this prediction
- Qualcomm Q2 FY2026 Earnings Release: Umsatz 10,6 Mrd. USD (veröffentlicht Q2/2026)
- MarketBeat/Investing.com: QCOM Q4 FY2026 Konsensschätzung 10,15 Mrd. USD; Guidance 9,7–10,5 Mrd. USD (Stand: 15. September 2026)
- Investing.com: Qualcomm jüngste Revenue-Surprise +2,79 % (zuletzt berichtet)
- Qualcomm IR: Q4 FY2026 Berichtstag ca. 11. November 2026 (bestätigt durch Investor Relations)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.