Qualcomm Incorporated (NASDAQ: QCOM) beats Q3 FY2026 adjusted Non-GAAP EPS consensus of approx. $2.20 per share (July 29, 2026)
Partial Hit
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Qualcomm reports Q3 FY2026 results (April-June 2026) on July 29, 2026. Own guidance is Non-GAAP EPS $2.10-$2.30 (midpoint $2.20); analyst consensus at approx. $2.20-2.27. Qualcomm benefits in 2026 from strong demand for AI edge chips (Snapdragon platform) in smartphones and automotive, and from diversification away from smartphone dependence. Historically, Qualcomm has beaten consensus EPS in 3 of the last 4 quarters. Risk factor: potential slowdown in the global smartphone market. No Polymarket market directly available. Own estimate: 65% probability of beat.
Data basis for this prediction
- Qualcomm Q3 FY2026 Non-GAAP EPS Guidance: 2,10–2,30 USD; Konsens ca. 2,20–2,27 USD (MarketBeat/Barchart, Juli 2026)
- Qualcomm Q3 FY2026 Umsatz-Konsens: ca. 9,68 Mrd. USD (Guidance: 9,2–10,0 Mrd. USD)
- Qualcomm Q3 FY2026 Ergebnistermin: 29. Juli 2026 nach US-Börsenschluss (investor.qualcomm.com)
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: Partial Hit
Qualcomm berichtete am 29. Juli 2026 einen Non-GAAP-EPS von 2,21 USD (Quellen: TradingView, Qualcomm-Pressemitteilung). Damit wurde der in der Vorhersage genannte Konsenswert von 'ca. 2,20 USD' hauchdünn übertroffen (+0,01 USD). Der tatsächliche Analysten-Konsens lag jedoch laut Alphastreet und Shacknews bei ca. 2,23 USD, den Qualcomm um 0,02 USD verfehlte. Das Ergebnis war also je nach Referenzwert ein Micro-Beat (vs. 2,20 USD) oder ein Micro-Miss (vs. 2,23 USD). Revenue schlug die Erwartungen ($9,95 Mrd. gg. ~$9,68 Mrd.). Die Aktie fiel nach Börsenschluss dennoch ~7 %, da der Markt das EPS-Ergebnis als Enttäuschung wertete. Quellen: Shacknews ('miss EPS estimates'), Alphastreet (EPS-Konsens $2,23), TradingView (Non-GAAP EPS $2,21 reported).
💻 Technology
✦ AI
Apple unveiled the iPhone 18 Pro, iPhone 18 Pro Max and iPhone Duo (first foldable iPhone, A20 Pro chip, 2nm) on 9 September 2026 at the 'Surprise and Shine' event. Apple's shipping pattern has been highly consistent since 2016: announcement Tuesday → pre-orders the following Friday (12 September) → first deliveries exactly 10 days after announcement (19 September). Historical deviations from this pattern: none since 2020.
💻 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.