| QCOM |
Report |
Revenue |
BEAT |
pred ~$9.79B vs. cons $9.67B |
MEDIUM |
| QCOM |
Report |
Non-GAAP EPS |
BEAT |
pred ~$2.27 vs. cons $2.22 |
MEDIUM |
| QCOM |
Report |
QCT handset revenue |
BEAT |
pred ~$4.96B vs. cons $4.90B |
LOW |
| QCOM |
Guide |
Revenue |
BETTER |
guide ~$10.20B vs. cons $10.08B (fiscal Q4 2026) |
MEDIUM |
| QCOM |
Guide |
Non-GAAP EPS |
LOWER |
guide ~$2.35 vs. cons $2.38 (fiscal Q4 2026) |
MEDIUM |
| QCOM |
Guide |
Data-center revenue target |
UNCHANGED |
guide ~$5.0B vs. cons $5.0B (fiscal 2027) |
MEDIUM |
| QCOM |
Guide |
Automotive exit revenue run rate |
UNCHANGED |
guide ~$6.0B vs. cons $6.0B (fiscal Q4 2026 annualized exit rate) |
MEDIUM |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| QCOM |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A modest Q3 beat and fiscal Q4 revenue guide of ~$10.20B versus $10.08B consensus should produce an initial relief move, but fiscal Q4 EPS guidance of ~$2.35 versus $2.38 consensus implies weaker mix and spending pressure. Apple-related estimate cuts and data-center investment should limit upward revisions, causing most of the day-1 gain to fade by day 5. |
MEDIUM |