QCOM QUALCOMM Incorporated

Mentions (100)

• News (RSS)seekingalpha·13h ago·Neutral

  Qualcomm, Huawei reach multi-year patent licensing agreement

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• News247wallst.com·17h ago·Neutral

  Qualcomm Can Grow Even as U.S. EV Sales Fall U.S. battery-electric sales fell 29.2% through September, while conventional hybrid sales rose 22.4%. Qualcomm's automotive revenue grew 61.4% year over year and 19.8% sequentially in its latest reported quarter.

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• News (RSS)channelnewsasia·1d ago·Neutral

  Qualcomm and Arm head to trial again, potential for huge damages in focus

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• News (RSS)seekingalpha·1d ago·Neutral

  Biggest stock movers Monday: PTC, QCOM, and more

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• News247wallst.com·1d ago·Negative

  Prediction: Qualcomm Could Be on the Verge of a Major Transformation Qualcomm is entering data center and automotive markets at full speed while Apple shrinks its handset business and analysts pile on with downward revisions.

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• Newsseekingalpha.com·1d ago·Neutral

  Wall Street Breakfast Podcast: October's Retail Harvest Amazon (AMZN) and major retailers accelerate holiday promotions, driving an anticipated $95.8B in October online sales, up 8% YoY. Qualcomm (QCOM) and Huawei finalize a multi-year cross-licensing deal covering 5G, AI, and networking, with QCOM up 2.7% on the news.

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• News (Marketaux)manilatimes.net·1d ago·Neutral

  Huawei and Qualcomm Announce Broad Patent License Agreement Qualcomm Incorporated [+84 characters]

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• News (RSS)scmp·1d ago·Neutral

  Huawei, Qualcomm strike multi-year patent agreement across 5G, AI US chip giant Qualcomm has agreed to pay to licence and acquire patents from China’s Huawei Technologies for the first time as part of a “multi-year, broad patent licence agreement” covering 5G, computing and artificial intelligence. The deal involved cross-licensing between both firms’ patent portfolios, the Shenzhen-based firm said in a statement on Monday, adding that it included Qualcomm’s purchase of specific Huawei US patent…

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• Newsbenzinga.com·1d ago·Neutral

  SpaceX, Qualcomm and 3 Stocks to Watch Heading Into Monday With U.S. stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:

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• Newsreuters.com·1d ago·Neutral

  Huawei agrees to a multi-year patent licensing deal with Qualcomm China's Huawei Technologies (HWT.UL) said on Monday it had agreed a broad multi-year ​patent licence deal with Qualcomm covering ‌artificial intelligence, 5G, computing and networking technologies.

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• News (RSS)fool·2d ago·Neutral

  Micron Technology vs. Qualcomm: What Revenue Trends Tell Investors About These Tech Companies Micron's revenue surged 432% over two years while Qualcomm's declined, widening a gap that raises questions about sector dynamics and competitive positioning.

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• News (RSS)fool·2d ago·Positive

  ASML Holding vs. Qualcomm: What Revenue Trends Tell Investors About These Semiconductor Industry Giants ASML's momentum has flipped the script — it now outpaces Qualcomm in recent quarters after trailing for years, raising questions about whether this inversion will stick.

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• Newszacks.com·3d ago·Neutral

  Why Qualcomm (QCOM) Outpaced the Stock Market Today The latest trading day saw Qualcomm (QCOM) settling at $184.87, representing a +1.53% change from its previous close.

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• Newszacks.com·4d ago·Neutral

  Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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• News (RSS)seekingalpha·6d ago·Neutral

  Qualcomm: Downgrading For The First Time In Over A Year

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• 4chan /biz/biz·7d ago·Neutral

  don't think I can pass on that QCOM dip

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• News (RSS)seekingalpha·7d ago·Negative

  Qualcomm: Deteriorating Handset Revenues And A Weakening Competitive Moat

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• News (RSS)fool·7d ago·Positive

  Intel vs. Qualcomm: Which Chip Stock Is a Better Buy in 2026? Intel is in the middle of a dramatic turnaround with revenue growing at its fastest pace in 15 years. Qualcomm is the more profitable business today, navigating smartphone headwinds while building new growth engines in automotive and data centers.

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• News (RSS)investing·7d ago·Neutral

  Why is Qualcomm stock sliding today?

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• News (RSS)investing·7d ago·Neutral

  Why is Qualcomm stock sliding today?

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• News (RSS)investing·8d ago·Positive

  Qualcomm just surged past $201 on massive AI deals: is the rally justified?

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• News (RSS)seekingalpha·8d ago·Neutral

  Key deals this week: Qualcomm, Evonik, Capri Holdings and more

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• News247wallst.com·8d ago·Negative

  Qualcomm Stock Has an Opportunity Investors May Be Underestimating Qualcomm just posted 61% automotive growth and raised its non-handset target to $40 billion, yet the market keeps valuing it like a company living and dying by smartphone chips. Something in that gap is worth a closer look.

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• News (RSS)fool·9d ago·Positive

  ASML vs. Qualcomm: Which AI Semiconductor Stock Is a Better Buy in 2026? ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

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• Newszacks.com·11d ago·Neutral

  Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note In the most recent trading session, Qualcomm (QCOM) closed at $194.26, indicating a -1.51% shift from the previous trading day.

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• News (RSS)thestreet·11d ago·Neutral

  Qualcomm CFO says look beyond the Apple deal Here’s what’s next for Qualcomm and its AI ambition.

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• Newszacks.com·11d ago·Neutral

  Can QCOM's Snapdragon Sound Elite Gen 2 for AI Wearables Drive Growth? Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

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• News (RSS)seekingalpha·11d ago·Neutral

  Qualcomm rises as it renews patent license agreement with Apple

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• News (RSS)channelnewsasia·11d ago·Neutral

  Qualcomm, Apple extend patent licensing agreement

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• News (RSS)channelnewsasia·11d ago·Neutral

  Qualcomm, Apple extend licensing agreement for chips

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• Newsmarketbeat.com·12d ago·Negative

  Qualcomm Unveils Personal AI Push With Snapdragon-Powered Glasses, Hearables and PCs Qualcomm NASDAQ: QCOM used the second day of its Snapdragon Summit to outline its vision for “personal AI,” highlighting new on-device AI software, wearable reference designs, audio platforms and partnerships intended to support agentic experiences across phones, PCs, cars, glasses and other connected devices.

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• Newsmarketbeat.com·12d ago·Positive

  Chips to Bots: Qualcomm's Agentic AI Breakout Wall Street often prices Qualcomm Incorporated NASDAQ: QCOM through the lens of cyclical smartphone upgrade patterns, overlooking the transformation unfolding across its product portfolio. By pairing its two-nanometer AI phone chips with the purchase of PickNik Robotics, Qualcomm is systematically establishing control over digital and physical edge computing.

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• Newsbusinesswire.com·12d ago·Negative

  Liquid AI, in Collaboration with Qualcomm Technologies, Brings Personal AI Context to Devices Powered by Snapdragon MAUI, Hawaii--(BUSINESS WIRE)--Liquid AI today, at Snapdragon Summit 2026, announced that Liquid Context, an on-device context layer, is now optimized for Snapdragon® processors, specifically using the Qualcomm® Hexagon™ NPU. In collaboration with Qualcomm Technologies, Liquid Context built a persistent understanding of the user from signals from devices with Snapdragon processors …

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• Newsyoutube.com·12d ago·Neutral

  We finally have clarity what an AI smartphone looks like, says Qualcomm CEO Cristiano Amon Qualcomm CEO and President Cristiano Amon joins CNBC's Jon Fortt to talk developing an AI smartphone, the state of the smartphone landscape, chip demand, and more.

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• News (RSS)fool·12d ago·Negative

  Prediction: Here's What a $5,000 Investment in Qualcomm Could Be Worth by 2030 Qualcomm could make investors significantly richer over the next five years.

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• Newszacks.com·12d ago·Neutral

  QCOM Launches Next-Gen Snapdragon SoCs: Will Agentic AI Drive Growth? Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.

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• 4chan /biz/biz·13d ago·Neutral

  QCOM and TXN are now the top 2 holdings in SCHD

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• 4chan /biz/biz·13d ago·Positive

  I was thinking of buying Qualcomm tomorrow, any advice?

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• News (Marketaux)gurufocus.com·13d ago·Neutral

  QUALCOMM Incorporated Snapdragon Summit (Day 1) Transcript Refinitiv StreetEvents Event Transcript [+343 characters]

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• PodcastCompound And Friends·13d ago·Positive

  …xplain in a second. The blue line is advanced micro devices AMD, which just went absolutely wild. We'll talk about more in a second. Purple is arm holdings. Green is Qualcomm and orange is you can't really see the magnitude. It's a big deal. It was a big deal. It doesn't look like a big deal on the scale of this chart, but it was. Here's what's going on. Muse has a very unusual technical architecture that reshuffles the way people are thinking about the AI chip trade. Most AI apps obviously lean…

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• Newsmarketbeat.com·13d ago·Neutral

  Qualcomm Unveils Snapdragon 8 Elite Gen 6, Bets Big on Agentic AI Qualcomm NASDAQ: QCOM used its Snapdragon Summit 2026 keynote to outline its strategy for “agentic” artificial intelligence, positioning smartphones and other connected devices as personal AI endpoints that can understand context, coordinate tasks and act on users' behalf.

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• News (RSS)cnbc·13d ago·Negative

  Qualcomm releases Android chip built for AI as memory shortage weighs on smartphone market The overall smartphone market is expected to contract 14% in terms of units shipped in 2026.

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• News (RSS)techcrunch·13d ago·Neutral

  Qualcomm launches two new smartphone chips with emphasis on AI Qualcomm said that its new top chip can run 30B mixture-of-expert model locally.

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• Newsyoutube.com·13d ago·Neutral

  Qualcomm Snapdragon Summit 2026: Everything Announced in 15 Minutes Qualcomm announces it most powerful Snapdragon 8 Elite Extreme Gen 6 chip built for aganetic ai computing on mobile phones. See all the highlights and announcements from the annual Snapdragon Summit 2026.

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• Newsfinbold.com·14d ago·Negative

  Qualcomm to pay dividends this week; Here's how much 100 QCOM shares will earn Ever since August started and halted the downturn, Qualcomm (NASDAQ: QCOM) shareholders have had a lot to be pleased about, and later this week, they can expect another boon from the company in the form of its stock dividend payment.

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• News (RSS)zerohedge·14d ago·Positive

  …. Bullish on Android XR broadly... Mr. Li is bullish on the Android XR smartglasses operating system (OS), which Google has developed in partnership with Samsung and Qualcomm. He noted Android XR leverages Google's existing Android OS, large developer base, and mature developer framework and tools. In addition, Mr. Li views Android XR as a "true digital assistant" with the ability to utilize users’ calendars, tasks, documents, location, etc. to provide contextual assistance in real time. He note…

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• Newsinvezz.com·14d ago·Positive

  Qualcomm stock (QCOM) jumps 8% as AI rally returns ahead of Snapdragon Summit Qualcomm shares QCOM rose more than 8% on Monday as a decline in oil prices and Treasury yields helped lift broader markets, with investors returning to artificial intelligence and semiconductor stocks amid renewed optimism over the sector's spending outlook. The combination provided some relief for growth-oriented technology stocks, whose valuations can come under pressure when borrowing costs and bond yields rise.

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• Newszacks.com·15d ago·Neutral

  QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know Recently, Zacks.com users have been paying close attention to Qualcomm (QCOM). This makes it worthwhile to examine what the stock has in store.

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• Newszacks.com·15d ago·Negative

  Bear of the Day: Qualcomm (QCOM) There's an old saying in business, “You don't want to stand in front of a freight train.” But there's another rule that matters just as much.

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• News (RSS)yahoo·15d ago·Positive

  Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026?

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• News (RSS)yahoo·16d ago·Positive

  MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock.

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• News (RSS)zerohedge·17d ago·Neutral

  …mberg survey showed, as strong earnings help cushion the impact of energy prices and rising bond yields. BBG OpenAI CEO Altman, NVIDIA (NVDA) CEO Huang and Qualcomm (QCOM) CEO Amon plan to attend the Trump-Xi dinner next week, with AI expected to be a key focus in the summit on September 24th: Politico The US administration is set to announce that all states will see MFN pricing for certain drugs in Medicaid programmes: Semafor US Department of Agriculture confirmed a case of New World screwworm…

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• Newszacks.com·18d ago·Neutral

  Qualcomm (QCOM) Outpaces Stock Market Gains: What You Should Know Qualcomm (QCOM) reached $188.94 at the closing of the latest trading day, reflecting a +2.22% change compared to its last close.

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• News247wallst.com·18d ago·Positive

  Qualcomm Just Rallied 18% in a Month: Take Profits, or Buy More? Qualcomm‘s (NASDAQ:QCOM | QCOM Price Prediction) stock is up 3% to $190.28 in Thursday afternoon trading, capping a 18% gain over the past month. The gain sits inside a narrower move than a broad chip rally would suggest.

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• Newszacks.com·18d ago·Negative

  Qualcomm Faces Margin Pressure From Rising Costs: Can it Recover? QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.

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• News (RSS)thestreet·19d ago·Positive

  Qualcomm now faces rival with bigger market cap Another chipmaker's newest processor claims faster AI and stronger gaming performance.

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• Newsmarketbeat.com·19d ago·Neutral

  Qualcomm's Discount Could Vanish If Its AI Bet Pays Off There's a certain irony in a stock that has just rallied hard still being written off, yet that's exactly where chipmaker Qualcomm Inc. NASDAQ: QCOM finds itself right now. After a brutal 44% slide through much of the summer, its shares staged an impressive comeback, climbing around 30% since the start of August.

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• News (RSS)economictimes·20d ago·Neutral

  Amazon AI chip deal gives Qualcomm stock a boost Qualcomm shares climbed after the chipmaker announced a multi-generational AI data-centre collaboration with Amazon. The deal strengthens Qualcomm’s diversification beyond smartphones, with the company targeting significant data-centre revenue growth through AI chips and connectivity solutions.

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• 4chan /biz/biz·20d ago·Neutral

  QCOM went up, contradictory to the matket

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• News (RSS)yahoo·20d ago·Positive

  Smartphone Chip Stocks Rally While Large-Cap Technology Slips: Skyworks Jumps 11%, Qorvo Rises 7%, Qualcomm Climbs 4%

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• 4chan /biz/biz·20d ago·Neutral

  Wow good thing I bought QCOM yesterday at 179

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• News247wallst.com·20d ago·Neutral

  I've Started Accumulating Qualcomm and It Isn't Because of Amazon and Meta Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.

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• Newsinvezz.com·20d ago·Positive

  Qualcomm stock rises 3.9% as AWS deal boosts data center outlook Qualcomm (QCOM) stock rose 3.9% in trading after StoneX reiterated a Buy rating and $270 price target, highlighting the chipmaker's expanding data center ambitions and growing exposure to hyperscale customers. The investment case comes as Qualcomm seeks to diversify beyond its core handset business, where demand remains uneven.

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• News (RSS)fool·20d ago·Positive

  Applied Materials vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.

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• Newsfinbold.com·21d ago·Neutral

  Qualcomm to pay dividends on September 24; Here's how much 100 QCOM shares will earn This quarter's Qualcomm (NASDAQ: QCOM) dividend will be payable on September 24, 2026, to stockholders of record at the close of business on September 3, 2026.

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• News (RSS)investing·21d ago·Neutral

  Amazon’s $60 billion Qualcomm deal lifts an AI strategy’s chip bet nearly 9%

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• News (RSS)seekingalpha·21d ago·Neutral

  Qualcomm: Well Positioned To Win AI Orders

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• Newsseekingalpha.com·21d ago·Positive

  …rgets the AI accelerator market by bypassing HBM/CoWoS bottlenecks, improving yields, energy efficiency, and offering hyperscalers leverage against memory suppliers. QCOM's competitive edge lies in aligning incentives with hyperscalers, enabling flexible AI workloads and mitigating persistent memory shortages projected through 2030.

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• News (RSS)seekingalpha·22d ago·Negative

  Qualcomm: AI Boom Ignored

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• Newsseekingalpha.com·22d ago·Negative

  Qualcomm: AI Boom Ignored Qualcomm is executing a major pivot from handsets to AI data centers, highlighted by a transformative AWS deal. The wireless company targets $15B in data center revenue by FY29, with non-handset sales projected at $40B, signaling robust diversification. The AWS agreement includes up to $60B in payments for 25M warrants, accelerating QCOM's data center revenue ramp at a limited cost.

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• Newsyoutube.com·23d ago·Neutral

  QCOM Ups AI Data Center Bet with AMZN Partnership Qualcomm (QCOM) is expanding beyond smartphones as it pushes deeper into automotive and AI data center infrastructure. George Tsilis breaks down the legacy tech firm's latest earnings, decline in handset revenue, accelerating automotive growth, and its new "multi-generational" collaboration with Amazon (AMZN).

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• News (RSS)fool·24d ago·Neutral

  Amazon Delivers Fantastic News for Qualcomm Stock Investors Sales could accelerate for Qualcomm as early as its next fiscal year.

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• Newsfool.com·24d ago·Neutral

  Amazon Delivers Fantastic News for Qualcomm Stock Investors Sales could accelerate for Qualcomm as early as its next fiscal year.

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• Newszacks.com·24d ago·Positive

  Qualcomm (QCOM) Beats Stock Market Upswing: What Investors Need to Know In the latest trading session, Qualcomm (QCOM) closed at $181.97, marking a +2.88% move from the previous day.

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• News247wallst.com·24d ago·Neutral

  The Next Growth Cycle Could Take Qualcomm to New Highs Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls out entirely.

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• News (RSS)seekingalpha·25d ago·Neutral

  Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock

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• Newsfool.com·25d ago·Neutral

  Qualcomm Sold Server Chips Once Before and Quit Within a Year. History Says What Has to Be Different This Time. Qualcomm began shipping its Centriq server processor in November 2017 and had all but dismantled the effort by the end of 2018. Amazon's new agreement ties warrant vesting to binding purchase orders and up to $60 billion in purchases through 2036.

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• News (RSS)investing·25d ago·Neutral

  Samsung, Qualcomm delay 2nm chip deal as price talks drag- The Bell

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• 4chan /biz/biz·25d ago·Neutral

  >>62678743 SCHD is basically the most stable stocks in each sector. stuff like Chevron, coke, unitedhealth, Qualcomm, etc. It has a low forward pe of 14.6x

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• News (RSS)thestreet·26d ago·Neutral

  Qualcomm’s $60 billion deal reveals what comes after smartphones Qualcomm just found a potential replacement for its fading Apple business

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• News (RSS)yahoo·26d ago·Neutral

  Qualcomm, Corning, Casey’s, Braze, and More Stocks That Explain Today’s Market

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• News (RSS)rte·27d ago·Positive

  Qualcomm strikes AI chip deal with Amazon Qualcomm has said that Amazon could buy up to $60 billion of its AI data-centre chips and related products under a long-term partnership, bolstering the chipmaker's effort to become a major supplier of AI infrastructure.

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• News (RSS)seekingalpha·27d ago·Neutral

  Qualcomm: The Market Is Underestimating Its AI Data Center Opportunity

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• Newsseekingalpha.com·27d ago·Positive

  Qualcomm: The Market Is Underestimating Its AI Data Center Opportunity Qualcomm is rated Strong Buy, with current weakness seen as a long-term buying opportunity amid data center AI breakthroughs. QCOM's data center revenue is expected to scale from 2027, with Meta as a key anchor client and robust validation processes underway. Shares trade at a forward P/E of 16, pricing in only the stagnating mobile business; future data center and robotics growth is not reflected.

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• News (RSS)livemint·27d ago·Neutral

  Qualcomm stock jumps 9% on AI chip deal with Amazon, hits 2-month high Qualcomm's shares rose nearly 9% after announcing a deal with Amazon for customised data centre chips. The agreement allows Amazon to acquire up to $4 billion in Qualcomm shares, supporting the development of AI infrastructure amid Qualcomm's efforts to diversify beyond smartphone processors.

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• Newsyoutube.com·27d ago·Neutral

  QCOM & AMZN Ink Multi-Generational AI Partnership Amid Rabid Compute Demand Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion.

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• News (RSS)investing·27d ago·Neutral

  Qualcomm, Amazon strike $4 billion custom chip deal

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• Newsseekingalpha.com·27d ago·Positive

  QUALCOMM Incorporated (QCOM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript QUALCOMM Incorporated (QCOM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

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• News (RSS)marketwatch·27d ago·Neutral

  Qualcomm’s stock climbs as Amazon chip deal offers investors much-needed good news Qualcomm shares have missed out on the chip sector’s big rally this year. The company is now working on various chip projects with Amazon.

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• News (RSS)yahoo·27d ago·Neutral

  Qualcomm Shares Surge 9.5% on Amazon AI Partnership and 25 Million-Share Warrant

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• News (RSS)channelnewsasia·27d ago·Positive

  Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock

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• News (RSS)investing·27d ago·Neutral

  Qualcomm stock surges 9.5% on Amazon AI deal & 25M share warrant

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• Newsyoutube.com·27d ago·Positive

  The Big 3: QCOM, SKHY, KLAC Stocks tied to the AI infrastructure buildout take Charles Moon's (@ProsperTradingAcademy) attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name.

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• News (RSS)seekingalpha·27d ago·Neutral

  Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years

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• Newszacks.com·28d ago·Neutral

  QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It Zacks.com users have recently been watching Qualcomm (QCOM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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• Newsprnewswire.com·28d ago·Neutral

  Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure Highlights Qualcomm collaborating with Amazon across multiple generations of customized silicon to support AWS's growing AI infrastructure. Qualcomm advanced optical connectivity solutions will support high-bandwidth interconnects within Amazon data center networks.

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• Newsseekingalpha.com·28d ago·Positive

  Qualcomm: Data Center Revenue To Reach $15 Billion In 3 Years We expect Qualcomm's aggressive product roadmap of Connectivity, AI Accelerators, Custom ASICs, and Arm-Based Server CPUs to drive significant market share gains through FY2029. Strategic acquisitions (Nuvia, Alphawave, Modular) and unique partnerships (Hugging Face, Confidential Core AI) enhance Qualcomm's competitiveness and software ecosystem. Despite formidable competition from Nvidia, Qualcomm's technological advances and hypersc…

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• News (RSS)seekingalpha·30d ago·Positive

  Qualcomm: A Long-Term Play That Demands Patience

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• Newsseekingalpha.com·31d ago·Neutral

  Qualcomm: A Long-Term Play That Demands Patience Qualcomm has significantly underperformed the semiconductor sector, returning only 16% over five years versus SOXX's 227%, due to handset dependency. I rate QCOM a 'Strong Buy' with a $360/share FY 2029 target, driven by aggressive diversification into non-handset segments like AI, automotive, and robotics. QCOM targets $40 billion in non-handset revenue and >$18 EPS by FY 2029, with hyperscaler wins and AI accelerators as key growth drivers.

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• News247wallst.com·31d ago·Neutral

  Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% Upside From Here Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in the group.

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