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Source document· April 18, 2026

JPMorgan has stark message on Qualcomm stock

View original at finance.yahoo.com
JPMorgan 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…
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  • Qualcomm's stock may not be cheap relative to normalized earnings power if handset weakness persists

    60% confidence

  • Rising pressure in Qualcomm's core handset business with newer growth areas not yet large enough to offset weakness

    60% confidence

  • QCT revenue expected to decline 22% in calendar 2026

    60% confidence

  • Fiscal Q2 2026 revenue guidance of $10.2 billion to $11.0 billion

    60% confidence

  • QCT EBT margin guidance of 26-28% for fiscal Q2 2026, down from 31% previously

    60% confidence

  • Fiscal Q2 2026 non-GAAP EPS guidance of $2.45 to $2.65

    60% confidence

  • Meaningful near-term downside risk with no clear event likely to improve the outlook for Qualcomm

    60% confidence

Data points we hold from this source

Qualcomm Incorporated · price target140 USD
Qualcomm Incorporated · previous price target185 USD
Qualcomm Incorporated · eps guidance low2.45 USD
Qualcomm Incorporated · eps guidance high2.65 USD
Qualcomm Incorporated · eps3.50 USD
Qualcomm Incorporated · revenue guidance high11.0 USD
Qualcomm Incorporated · revenue guidance low10.2 USD
Qualcomm Incorporated · consensus revenue12.21 USD
Qualcomm Incorporated · consensus eps3.39 USD

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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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