Qualcomm (NASDAQ: QCOM) beats the Non-GAAP EPS consensus of approximately $2.23 per share in its Q3 FY2026 results (July 29, 2026)
Miss
✦ AI-generated prediction
Published on 16. July 2026
·
Predicted for 29. July 2026
·
Based on: Historical Cycle
Qualcomm guided Q3 FY2026 Non-GAAP EPS to $2.10–$2.30; analyst consensus ~$2.23. Automotive hit record revenue in Q2 FY2026. Beat rate in last 8 quarters: 7/8. Revenue consensus ($9.67B) sits mid-guidance range — classic under-promise/over-deliver pattern. Risks: Android smartphone softness, China trade restrictions.
Data basis for this prediction
- Yahoo Finance/MSN: QCOM Q3 FY2026 Non-GAAP EPS Konsens ~2,23 USD, Earnings 29.07.2026
- Qualcomm offizielle Guidance Q3 FY2026: Non-GAAP EPS $2,10–$2,30; Revenue $9,2–10,0 Mrd.
- Yahoo Finance: QCOM Q2 FY2026 – Rekordumsatz Automotive-Segment bestätigt (16.07.2026)
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 einen Non-GAAP-EPS von 2,21 USD – damit verfehlte das Unternehmen den Konsens von ~2,23 USD um 0,02 USD (ca. -0,9 %). Der Umsatz von 9,95 Mrd. USD übertraf die Erwartungen deutlich, und das Automotive-Segment legte rekordverdächtige 61 % zu. Das EPS wurde jedoch durch einen Einbruch der Handset-Revenues um 20 % sowie höhere Kosten gedrückt, die den GAAP-Gewinn um 25 % sinken ließen. Erstmals in mehreren Quartalen kein EPS-Beat. Quellen: TradingView (Non-GAAP EPS $2.21 bestätigt), Yahoo Finance / Zacks ('Qualcomm Misses Q3 Earnings Estimates'), Shacknews ('miss EPS estimates, beat revenue expectations').
💻 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.