Qualcomm is projected to report consensus revenue of $10.95 billion and EPS of $2.72, with the current stock price of $172.45 trading significantly below the average analyst target of $215.00.
Investors are primarily focused on the growth of the QCT Automotive segment as a critical indicator of the company's long-term diversification strategy beyond the smartphone market.
Recent gains in premium Android handset share and the initial ramp of Snapdragon-powered AI PCs have provided a supportive backdrop for the core business throughout the fiscal year. Analysts will also scrutinize fiscal 2027 guidance for signs that artificial intelligence demand is translating into sustained revenue growth in the IoT and mobile divisions.