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Inc Stock (QCOM) Moved Down by 4.88% on Sep 18: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2668492473","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668492473?lang=en_us&edition=fundamental","pubTime":"2026-09-18 23:15","pubTimestamp":1789744523,"startTime":"0","endTime":"0","summary":"• Qualcomm shares faced downward pressure from short-term profit-taking after recent rallies.\n• Margin compression resulted from supply chain inflation and weaker consumer handset demand.\n• Apple's transition to proprietary modems poses structural risks to revenue 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Factors including strong demand for high-bandwidth memory, limited clean-room capacity, and tight Extreme Ultraviolet, or EUV, availability keep supply constrained.The analysts added that they attribute recent concerns about customers reducing specifications mainly to tight supply rather than higher bill-of-materials costs.The analysts said they expect revenue and non-GAAP earnings per share of $50 billion and $31.09. DRAM contract prices are on track to rise more than 20% quarter-over-quarter in calendar Q3, above their about 10% forecast.For fiscal Q1, the analysts expect management's guidance to be 3% to 5% above consensus estimates of $56 billion and $34.85. 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bullish activity in Micron with shares up 1.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668650924","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668650924?lang=en_us&edition=fundamental","pubTime":"2026-09-18 22:50","pubTimestamp":1789743052,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Micron (MU), with shares up $17.36, or 1.78%, near $994.86. 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