💻 Technology · Next Week

Qualcomm Inc. (NASDAQ: QCOM) beats the adjusted Non-GAAP EPS consensus of approx. USD 1.53 per share in its Q3 FY2026 earnings release (29 July 2026, after market close)

Miss ✦ AI-generated prediction Published on 23. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

70%

Qualcomm beat EPS consensus in Q1 FY2026 ($3.50 vs. $3.40) and Q2 FY2026 ($2.65 vs. $2.55). Snapdragon 8 Elite volumes remain strong; on-device AI demand lifts chip ASPs. The $1.53 consensus reflects seasonality and the Apple modem loss but appears conservative. No Polymarket market available; historical beat rate (~80%) is the primary calibration anchor.

Data basis for this prediction

Qualcomm Q3-FY2026 Earnings-Termin: 29. Jul 2026, 13:45 PT (Qualcomm IR, qualcomm.com)
Qualcomm Q2 FY2026 EPS: $2,65 vs. $2,55 Konsens – Beat (TipRanks/heygotrade.com, Apr 2026)
Qualcomm Q1 FY2026 EPS: $3,50 vs. $3,40 Konsens – Beat (TipRanks, Jan 2026)
Analystenkonsens Q3-FY2026 EPS: ~$1,53 (Bloomberg/TipRanks, Stand Jul 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 für Q3 FY2026 einen non-GAAP EPS von $2,21 – und verfehlte damit den tatsächlichen Analysten-Konsens von $2,23 um $0,02 (ca. –0,9%). Das ist das erste Mal seit sechs Quartalen, dass Qualcomm die EPS-Erwartungen nicht übertraf. Zwei Punkte machen die Vorhersage doppelt falsch: (1) Der in der Vorhersage angesetzte Konsens von ~$1,53 war drastisch falsch – der reale Marktkonsens lag bei $2,23, also rund 46 % höher; (2) Qualcomm hat auch diesen tatsächlichen Konsens nicht geschlagen. Belastend wirkten höhere Speicher- und Lieferkettenkosten sowie stagnierende Handset-Volumina. Positiv: Der Umsatz von $9,9 Mrd. übertraf die Erwartungen (~$9,68 Mrd.). Quellen: Qualcomm Q3 FY2026 Earnings Release (qualcomm.com/news/releases/2026/07), CNBC (cnbc.com/2026/07/29/qualcomm-qcom-earnings-report-q3-2026-), Shacknews (shacknews.com/article/150195/qualcomm-qcom-q3-2026-earnings-results), Investing.com Earnings Call Transcript.

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