| QCOM |
Report |
QCT Handset Revenue (Q3 FY2026) |
BEAT |
pred ~$5.05B vs. cons $4.96B |
MEDIUM |
| QCOM |
Report |
QCT Automotive Revenue (Q3 FY2026) |
BEAT |
pred ~$1.52B vs. cons $1.48B |
HIGH |
| QCOM |
Report |
Non-GAAP Diluted EPS (Q3 FY2026) |
BEAT |
pred ~$2.30 vs. cons $2.23 |
MEDIUM |
| QCOM |
Guide |
Q4 FY2026 Revenue (Q4 FY2026) |
BETTER |
guide ~$10.5-11.0B vs. cons ~$10.0-10.5B implied |
MEDIUM |
| QCOM |
Guide |
Q4 FY2026 Non-GAAP EPS (Q4 FY2026) |
BETTER |
guide ~$2.65-2.85 vs. cons ~$2.65 implied |
MEDIUM |
| QCOM |
Guide |
Q4 Handset Recovery - qualitative (Q4 FY2026) |
BETTER |
guide ~$5.5-6.0B sequential recovery vs. ~$5.5B implied |
MEDIUM |
| QCOM |
Guide |
Q4 Automotive (Q4 FY2026) |
UNCHANGED |
guide ~$1.55-1.65B vs. ~$1.55B implied |
HIGH |
| QCOM |
Guide |
Data Center custom silicon timing (CY Q4 2026) |
UNCHANGED |
reaffirm Dec quarter shipments; no pull-forward vs. already in consensus |
HIGH |
| QCOM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| QCOM |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - estimate revisions chase Q4 raise upward; FY2027 EPS consensus moves from ~$10.93 toward $11.5+ as handset recovery and data center ramp gain credibility |
MEDIUM |