💻 Technology · Next Month

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

Probability

66%

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').

Related Predictions

💻 Technology ✦ AI

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