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💻 Technology · Next Week

Qualcomm Inc. (NASDAQ: QCOM) beats the Q3 FY2026 earnings consensus (July 29, 2026, after market close) of approximately $2.23 non-GAAP EPS per share (confirmed by Qualcomm press release)

Miss ✦ AI-generated prediction Published on 25. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle
Probability
60%

Qualcomm reports fiscal Q3 FY2026 (April–June 2026) on July 29. The Zacks consensus is $2.22–$2.23 non-GAAP EPS, a -19.9% YoY decline on revenue consensus of $9.68B. The decline reflects handset weakness due to US tariffs. However, Qualcomm employs conservative guidance mechanics and has beaten EPS estimates in 8 of the last 10 quarters. Snapdragon demand stabilization via AI handsets may enable a guidance beat. Own calibration: 60%.

Data basis for this prediction
  • Qualcomm Q3 FY2026 Termin: 29. Juli 2026 nach Börsenschluss (Alphastreet, Juli 2026)
  • Zacks-Konsens Q3 FY2026: $2,22–$2,23 Non-GAAP-EPS, –19,9 % YoY (Barchart, Juli 2026)
  • Umsatzkonsens Q3 FY2026: $9,68 Mrd. (–6,6 % YoY) (Market Chameleon, Juli 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 berichtete am 29. Juli 2026 ein bereinigtes Non-GAAP-EPS von 2,21 USD – und verfehlte damit den Konsens von 2,23 USD um 0,02 USD (≈ –0,9 %). Quelle: offizielle Qualcomm-Pressemitteilung (qualcomm.com/news/releases/2026/07) sowie übereinstimmende Berichte von CNBC, Shacknews und Investing.com. Beim Umsatz schlug Qualcomm die Schätzungen (9,95 Mrd. USD ggü. erwartetem 9,68 Mrd. USD), doch die Vorhersage bezog sich explizit auf das Übertreffen des EPS-Konsenses – dies trat nicht ein. Der EPS-Rückgang reflektiert die schwache Handset-Sparte (Phone-Umsatz –20 % YoY infolge US-Zölle); der Automotive-Bereich legte zwar 61 % zu, konnte den Druck auf die Gesamtmarge nicht ausgleichen.
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Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%
Next Week · Predicted for 12. Nov 2026
💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

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%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

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.

62%
Next Week · Predicted for 10. Nov 2026