Qualcomm Inc. (NASDAQ: QCOM) beats the Non-GAAP EPS analyst consensus of approximately $2.20 per share in Q4 FY2026 earnings (11 November 2026, after market close, confirmed by Qualcomm press release or Bloomberg)
Qualcomm reported Q2 FY2026 revenue of $10.6 billion. Q4 FY2026 guidance is $9.7–10.5 billion revenue and $2.05–$2.25 Non-GAAP EPS (consensus: $2.20). Structural tailwinds: Android smartphone market recovery cycle and strongly growing Snapdragon X Elite demand in PCs. Qualcomm's own EPS beat rate over the last six quarters: 5 beats, 1 miss. Semiconductor sector beats consensus in historically ~68% of quarters (FactSet). The consensus EPS sits at the top end of own guidance, slightly limiting upside room — hence 60% rather than 70%. No Polymarket market for this specific event.
60%