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Source document· April 18, 2026
JPMorgan has stark message on Qualcomm stock
View original at finance.yahoo.comJPMorgan has stark message on Qualcomm stock JPMorgan is becoming more cautious on QUALCOMM Incorporated (QCOM) ahead of its upcoming earnings report, citing rising pressure in its core handset business…
What we drew from this source
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QCT EBT margin guidance of 26-28% for fiscal Q2 2026, down from 31% previously
60% confidenceFiscal Q2 2026 non-GAAP EPS guidance of $2.45 to $2.65
60% confidenceFiscal Q2 2026 revenue guidance of $10.2 billion to $11.0 billion
60% confidenceMeaningful near-term downside risk with no clear event likely to improve the outlook for Qualcomm
60% confidenceQualcomm's stock may not be cheap relative to normalized earnings power if handset weakness persists
60% confidenceRising pressure in Qualcomm's core handset business with newer growth areas not yet large enough to offset weakness
60% confidenceQCT revenue expected to decline 22% in calendar 2026
60% confidence
Data points we hold from this source
| Qualcomm Incorporated · price target | 140 USD |
| Qualcomm Incorporated · previous price target | 185 USD |
| Qualcomm Incorporated · eps guidance low | 2.45 USD |
| Qualcomm Incorporated · eps guidance high | 2.65 USD |
| Qualcomm Incorporated · eps | 3.50 USD |
| Qualcomm Incorporated · revenue guidance high | 11.0 USD |
| Qualcomm Incorporated · revenue guidance low | 10.2 USD |
| Qualcomm Incorporated · consensus revenue | 12.21 USD |
| Qualcomm Incorporated · consensus eps | 3.39 USD |
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