Qualcomm Inc. (NASDAQ: QCOM) beats Q3 FY2026 adjusted Non-GAAP EPS consensus of approx. USD 1.40 per share (July 29, 2026, after market close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Qualcomm reports Q3 FY2026 on July 29 after market close. Consensus: approx. USD 1.40 Non-GAAP EPS — a sharp decline vs. USD 2.29 a year ago (mobile market dynamics, elevated chip inventories). Qualcomm has historically beaten EPS consensus in ~75% of quarters. Edge-AI chips (Snapdragon X Elite for PCs) could be a positive surprise. Headwinds: Arm licensing negotiations, weak China smartphone demand. No Polymarket market found.
Data basis for this prediction
- Barchart: Qualcomm Q3 FY2026 Earnings Preview – Non-GAAP-EPS-Konsens ~1,40 USD (2026)
- Yahoo Finance: Qualcomm Earnings Date 29. Juli 2026, Konferenz 13:45 Uhr PT (Juni 2026)
- MSN/MarketBeat: QCOM Q3 FY2026 – YoY-Rückgang auf ~1,40–1,53 USD erwartet; histor. Beat-Rate ~75 % (2026)
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: Miss
Qualcomm meldete am 29. Juli 2026 nach Börsenschluss einen Non-GAAP EPS von 2,21 USD – weit über dem in der Vorhersage angenommenen Konsens von 1,40 USD, aber knapp unter dem tatsächlichen Marktkonsens von ~2,22–2,23 USD (Quellen: TradingView, Shacknews, Investing.com). Die Vorhersage scheitert auf zwei Ebenen: (1) Der angenommene Konsens von 1,40 USD war massiv falsch – der reale Konsens lag bei ~2,23 USD, was zeigt, dass die Ausgangsprämisse der Vorhersage fundamental fehlerhaft war. (2) Qualcomm verfehlte sogar den echten Konsens um 0,02 USD (EPS-Miss), statt ihn zu schlagen. Umsatz zwar geschlagen (9,95 Mrd. USD vs. ~9,69 Mrd. erwartet), aber EPS-Miss und schwacher Q4-Ausblick (u. a. wegen Apple-Umsatzrückgang und sinkender Handset-Nachfrage) ließen die Aktie im Nachhandel um ~7 % fallen. Quellen: https://www.tradingview.com/news/tradingview:0a5446b7c8471:0-qualcomm-reports-q3-fy2026-revenue-9-95b-gaap-eps-1-87-non-gaap-eps-2-21/ | https://www.shacknews.com/article/150195/qualcomm-qcom-q3-2026-earnings-results
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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%.
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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.
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✦ 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.