| QCOM |
Report |
Non-GAAP EPS (Q3 FY26) |
BEAT |
pred ~$2.28 vs. cons $2.23 |
MEDIUM |
| QCOM |
Report |
Total revenue (Q3 FY26) |
IN-LINE |
pred ~$9.75B vs. cons $9.69B |
MEDIUM |
| QCOM |
Report |
QCT handset revenue (Q3 FY26) |
MISS |
pred ~$4.75B vs. cons $4.90B |
LOW |
| QCOM |
Guide |
Q4 FY26 revenue guide (midpoint) |
LOWER |
guide ~$10.2B vs. cons $10.45B (Q4 FY26) |
MEDIUM |
| QCOM |
Guide |
Q4 FY26 non-GAAP EPS guide (midpoint) |
LOWER |
guide ~$2.45 vs. cons $2.52 (Q4 FY26) |
MEDIUM |
| QCOM |
Guide |
Automotive revenue guide |
BETTER |
guide ~$1.50B (+~50% YoY) vs. cons ~$1.45B (Q4 FY26) |
MEDIUM |
| QCOM |
Guide |
Data center FY27 revenue target |
UNCHANGED |
reaffirm ~$5.0B vs. Street ~$5.0B (FY27) |
LOW |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| QCOM |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Even with a modest EPS beat and a 'controlled trough' June quarter, the out-period math is negative: a soft Q4 guide (Apple modem step-down largely offsetting the China Android recovery) plus memory-cost pressure lingering into FY27 drive downward estimate revisions. With the stock having already round-tripped its entire AI-driven rally, skepticism on the unproven $5B FY27 data-center target caps relief. Poor sentiment and downward EPS revisions extend the day-1 drop rather than reverse it; buyback support only cushions the slide. |
LOW |