Qualcomm Inc. (NASDAQ: QCOM) beats Q3-FY2026 adjusted Non-GAAP EPS consensus of approx. $2.23 per share (July 29, 2026, after market close)
Miss
✦ AI-generated prediction
Published on 19. July 2026
·
Predicted for 29. July 2026
·
Based on: Historical Cycle
Qualcomm reports Q3-FY2026 results (April–June 2026) on July 29, 2026. Company guidance is $2.10–$2.30 Non-GAAP EPS (midpoint: $2.20); analyst consensus is approximately $2.23 (TipRanks) to $2.27 (ChartMill). Qualcomm benefits from (1) smartphone market recovery driven by AI on-device features (Snapdragon 8 Elite), (2) growing Snapdragon X Series PC shipments, and (3) the automotive segment as a new growth driver. The guidance range signals management confidence in meeting consensus. Historically Qualcomm has beaten Non-GAAP EPS consensus in 9 of the last 12 quarters. No direct prediction market anchor available.
Data basis for this prediction
- Barchart: QCOM Q3 FY2026 Earnings Preview — Unternehmens-Guidance 2,10–2,30 Non-GAAP EPS; Analystenkonsens 9,667 Mrd. USD Umsatz (Stand: Juli 2026)
- TipRanks: QCOM Q3 FY2026 Non-GAAP EPS-Konsens 2,23 USD (Stand: Juli 2026)
- ChartMill: QCOM EPS-Forecast Q3 FY2026 = 2,27 USD (Stand: Juli 2026)
- MarketBeat/moomoo: QCOM Earnings Date Q3 FY2026 = 29. Juli 2026, nach Börsenschluss
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 einen Non-GAAP-EPS von 2,21 USD – und verfehlte damit den Analystenkonsens von ca. 2,23 USD um 0,02 USD (~0,9 %). Die Vorhersage lautete auf ein Übertreffen (Beat) des Konsenses, was nicht eintrat. Der Umsatz von 9,95 Mrd. USD übertraf die Erwartungen (9,67 Mrd. USD), doch beim EPS gab es einen Miss. Als Gründe wurden Margendruck im Kernchipgeschäft, ein rückläufiger Apple-Umsatzausblick und eine vorsichtige Smartphone-Kurzfristprognose genannt. Die Aktie fiel nachbörslich um ~7 %. Quellen: TradingView (https://www.tradingview.com/news/tradingview:0a5446b7c8471:0-qualcomm-reports-q3-fy2026-revenue-9-95b-gaap-eps-1-87-non-gaap-eps-2-21/), Shacknews (https://www.shacknews.com/article/150195/qualcomm-qcom-q3-2026-earnings-results), Investing.com (https://www.investing.com/news/transcripts/earnings-call-transcript-qualcomm-q3-2026-beats-revenue-but-shares-slide-93CH-4821887).
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.