Qualcomm (NASDAQ: QCOM) beats Q3 FY2026 adjusted EPS consensus of approx. USD 1.53 per share on 29 July 2026
Miss
✦ AI-generated prediction
Published on 13. July 2026
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Predicted for 29. July 2026
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Based on: Statistical Pattern
Qualcomm reports Q3 FY2026 (April–June) on 29 July 2026. Consensus stands at USD 1.53 adjusted EPS (Yahoo Finance/Investing.com) — a steep YoY decline from USD 2.29 driven primarily by tariff and export-control headwinds. However, robust AI chip growth in smartphones (Snapdragon 8 Elite Gen 2) and a strong automotive chip segment (+50% YoY recently) work against the pessimistic consensus. Qualcomm's historical beat rate is ~75% (4 trailing quarters). The QTL licensing business shows structurally stable margins. No Polymarket data available; probability based on beat rate and segment trends.
Data basis for this prediction
- Yahoo Finance QCOM Q3 FY2026 Konsens: $1,53 USD EPS (13.07.2026)
- Investing.com QCOM Earnings Date: 29. Juli 2026 (13.07.2026)
- Yahoo Finance: Qualcomm Q3 2026 Earnings – What to Expect (12.07.2026)
- Qualcomm Automotive-Segment +50 % YoY; Beat-Rate ~75 % (Zacks Trailing 4Q)
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 – was zwar den in der Vorhersage genannten Konsens von 1,53 USD weit übersteigt, jedoch den tatsächlichen Analysten-Konsens zum Zeitpunkt der Veröffentlichung von ca. 2,22–2,23 USD knapp verfehlte. Der Konsensschätzung von 1,53 USD lag somit ein erheblicher Fehler zugrunde (möglicherweise veraltete oder falsche Daten); der echte Markterwartungswert lag rund 45 % höher. Qualcomm schlug zwar beim Umsatz (9,95 Mrd. USD vs. erwartet ~9,67 Mrd.), verfehlte aber das bereinigte EPS. Der Kernfehler der Vorhersage war der stark unterschätzte Konsens. Quellen: Shacknews (https://www.shacknews.com/article/150195/qualcomm-qcom-q3-2026-earnings-results), Investing.com (https://www.investing.com/news/transcripts/earnings-call-transcript-qualcomm-q3-2026-beats-revenue-but-shares-slide-93CH-4821887), KuCoin (https://www.kucoin.com/blog/qualcomm-q3-2026-earnings).
💻 Technology
✦ AI
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.
💻 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.