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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Samik Chatterjee | JPMorgan | 12 | 8% |
| Stacy Rasgon | Bernstein | 11 | 9% |
| Joshua Buchalter | TD Cowen | 11 | 18% |
| Chris Caso | Wolfe Research | 10 | 0% |
| Tim Arcuri | UBS | 10 | 30% |
| Ross Seymore | Deutsche Bank | 10 | 0% |
| Ben Reitzes | Melius Research | 5 | 0% |
| Tal Liani | Bank of America | 5 | 0% |
| CJ Muse | Cantor Fitzgerald | 4 | 25% |
| Joe Moore | Morgan Stanley | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 12 | 8% |
| TD Cowen | 1 | 11 | 18% |
| Bernstein | 1 | 11 | 9% |
| Wolfe Research | 1 |
| 10 |
| 0% |
| Deutsche Bank | 1 | 10 | 0% |
| UBS | 1 | 10 | 30% |
| Bank of America | 2 | 7 | 0% |
| Melius Research | 1 | 5 | 0% |
Qualcomm reported revenues of $10.6 billion with non-GAAP EPS of $2.65 at the high end of guidance, as the memory-driven handset under-shipment played out as expected. Automotive revenue crossed a $5 billion annual run rate at $1.3 billion for the quarter, up 38% year-over-year. Data center custom silicon engagements with hyperscalers advanced, though the Apple modem transition headwind loomed and Q3 guidance pointed to sequential revenue decline.
Revenue Growth | Competitive Dynamics | Demand | Cloud & AI | Supply Chain | Margin | Innovation & R&D | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 4 | 5 | 1 | 2 | 1 | ||
| 2025Q2 | 3 | 3 | 4 | 1 | 4 | 2 | 3 | |
| 2025Q3 | 6 | 5 | 3 | 4 | 1 | 1 | ||
| 2025Q4 | 8 | 4 | 4 | 4 | 1 | 2 | 2 | |
| 2026Q1 | 4 | 3 | 4 | 2 | 6 | 2 | 2 | 1 |
| 2026Q2 | 6 | 8 | 5 | 6 | 3 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 3 | 6 | 8 | 4 | 6 |
| Competitive Dynamics | 4 | 3 | 5 | 4 | 3 | 8 |
| Demand | 5 | 4 | 3 | 4 | 4 | 5 |
| Cloud & AI | 1 | 4 | 4 | 2 | 6 | |
| Supply Chain | 1 | 6 | 3 | |||
| Margin | 2 | 4 | 1 | 1 | 2 | |
| Innovation & R&D | 2 | 2 | 2 | 3 | ||
| Pricing | 1 | 3 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
QCOM Qualcomm | 3 | -3.5% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |