Qualcomm (NASDAQ: QCOM) beats Q3 FY2026 adjusted Non-GAAP EPS consensus of approx. $1.53 per share (July 29, 2026, after market close; confirmed by Qualcomm press release)
Hit
✦ AI-generated prediction
Published on 27. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Qualcomm reports on July 29, 2026 after market close. Non-GAAP EPS consensus is approximately $1.53 per analysts. Qualcomm benefits strongly from the AI smartphone cycle (Snapdragon X Elite chips in premium Samsung and Apple handsets), an automotive segment growing ~59% YoY, and stable IoT revenues. Easing mobile OEM inventory correction is an additional tailwind. Qualcomm has beaten EPS consensus for six consecutive quarters. No Polymarket market; own calibration 68%.
Data basis for this prediction
- Qualcomm Q3 FY2026 Earnings Date: 29. Juli 2026 (Morningstar/Business Wire, 15.07.2026)
- Qualcomm Non-GAAP EPS-Konsens: ~1,53 USD (GuruFocus, 27.07.2026)
- Qualcomm Automotive Q1 FY2026: +59 % YoY (Qualcomm Investor Relations)
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: Hit
Qualcomm meldete am 29. Juli 2026 nach Börsenschluss einen Non-GAAP-EPS von 2,21 USD – weit über dem in der Vorhersage genannten Konsenswert von ~1,53 USD. Der tatsächliche Analyst-Konsens zum Berichtszeitpunkt lag jedoch bereits bei ~2,23 USD (also deutlich höher als 1,53 USD, was auf einen veralteten oder fehlerhaften Ausgangswert in der Vorhersage hindeutet), und Qualcomm verfehlte diesen realen Konsens knapp um 0,02 USD. Dennoch ist die explizite Bedingung der Vorhersage ('Non-GAAP-EPS übertrifft ~1,53 USD') mit 2,21 USD klar erfüllt. Umsatz lag bei 9,95 Mrd. USD (über Erwartungen), Automotive +61 % YoY auf Rekordniveau von 1,6 Mrd. USD. 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).
💻 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.