QCOM · Qualcomm Inc/De
Price & Indicators
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AI Brief
Q3 FY26 earnings call · Jul 29, 2026TL;DR. Qualcomm delivered Q3 revenue at the high end of guidance at $9.9B with record automotive and accelerating non-handset diversification, but guided to a sharper-than-expected step-down in Apple share starting Q4 and warned of near-term QCT gross margin pressure from broad-based input cost increases, while raising the fiscal 2026 automotive exit run-rate outlook to ~$7B.
- + Raised fiscal 2026 automotive exit run-rate outlook to ~$7B from prior $6B target.
- + QCT Automotive posted record $1.58B, up 61% YoY, with ~60% YoY growth guided for Q4.
- + Non-handset diversification accelerating sharply, with non-handset QCT revenue growth expected to step from 24% in FY26 to >60% in FY27.
- + Industrial design-win pipeline surpassed $7B, with over $3.5B secured this fiscal year toward the $8B FY29 industrial target.
- + Closed Modular acquisition and completed HBC Gen 1 tape-out, with two custom-silicon data center wins set to generate revenue starting the December quarter.
- − Apple share materially below prior ~20% estimate, accelerating the step-down of Apple product revenues starting Q4 FY26.
- − QCT gross margins to be slightly below historical range near term as broad-based input cost inflation pressures margins ahead of price increases flowing through.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
QCOM
this stock
Qualcomm Inc/De
|
$185.98B | +3.5% | +13.7% | 20.2 | 3.6% |
|
NVDA
Nvidia Corp
|
$5.72T | +27.3% | +65.5% | 30.0 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.45T | +55.4% | — | — | 0.5% |
|
AVGO
Broadcom Inc.
|
$1.80T | +8.8% | +18.2% | 48.0 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.27T | — | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| QCOM | -3.8% | +0.4% | +31.7% | -3.8% | +3.6% |
| SPY | +1.9% | +1.9% | +10.8% | +1.9% | +14.0% |
| vs SPY | -5.7% | -1.5% | +21.0% | -5.7% | -10.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.