Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]

Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either Qualcomm (QCOM) or Applied Materials (AMAT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on ...

Core Viewpoint - Qualcomm is expected to report strong earnings for the second quarter of fiscal 2025, with improved revenue and earnings estimates over the past 60 days, driven by advancements in 5G technology and AI integration [1][5][13]. Earnings Estimates - The Zacks Consensus Estimate for Qualcomm's revenues is $10.64 billion and earnings per share is $2.82 for the upcoming quarter [1]. - Earnings estimates for fiscal 2025 have increased from $11.64 to $11.85 per share, and for fiscal 2026 from $12.43 to $12.61 [1][2]. Earnings Surprise History - Qualcomm has a strong earnings surprise history, averaging a 7.8% surprise over the last four quarters, with a notable 16.4% surprise in the last reported quarter [3][14]. Earnings Whispers - Qualcomm has a positive Earnings ESP of +0.86% and a Zacks Rank of 2 (Buy), indicating a high likelihood of an earnings beat for the upcoming quarter [4]. Factors Influencing Results - The rollout of 5G technology and investments in mobile licensing are expected to drive long-term revenue growth [5][11]. - Qualcomm's Snapdragon portfolio is positioned to capitalize on growth opportunities in the mobile space, particularly with the launch of new AI-focused products [6][12]. Product Launches - The Snapdragon X chip for mid-range AI desktops and laptops was launched, featuring advanced processing capabilities [6]. - Samsung has deployed the Snapdragon 8 Elite Mobile Platform in its latest smartphone models, enhancing connectivity and performance [7]. Price Performance - Over the past year, Qualcomm's stock has decreased by 12.2%, underperforming the industry average growth of 9.1% [8]. Valuation Metrics - Qualcomm's shares are trading at a forward P/E ratio of 12.09, which is lower than the industry average of 24.06 and its historical mean of 17.35, indicating a relatively cheaper valuation [9][13]. Investment Considerations - Qualcomm is focusing on maintaining its leadership in 5G and mobile connectivity through innovative product launches and technological advancements [11][12]. - The company is well-positioned to benefit from the growing demand for 5G and AI technologies, which are expected to drive future revenue growth [5][13].

In its upcoming report, Qualcomm (QCOM) is predicted by Wall Street analysts to post quarterly earnings of $2.82 per share, reflecting an increase of 15.6% compared to the same period last year. Revenues are forecasted to be $10.64 billion, representing a year-over-year increase of 13.3%.The current level reflects an upward revision of 1.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pr ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end April, consider joining Out Fox The Street .As with most chip stocks, Qualcomm, Inc. (NASDAQ: QCOM ) has dipped in the last year due to fears of a slowdown in AI chip sales. The company has gone from a promising AI computer play to trading at levelsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of QCOM either through stock ownership, options, or other derivatives. I ...

QUALCOMM TodayQCOMQUALCOMM$143.08 +4.34 (+3.13%) 52-Week Range$120.80▼$230.63Dividend Yield2.38%P/E Ratio15.29Price Target$201.21Add to WatchlistQualcomm Inc. NASDAQ: QCOM closed just under $140 on Tuesday night, continuing a steady rally off its multi-year low earlier this month. Since bottoming out at the start of April, the stock has gained nearly 15%, putting in a series of higher highs, one of the clearest bullish technical patterns around. The trading range has also narrowed sharply, a sign that vola ...

After falling to a multi-year low earlier this month, shares of Qualcomm Inc. NASDAQ: QCOM have quietly bounced back, gaining 15% from that bottom to close at $139 on Tuesday night. QUALCOMM TodayQCOMQUALCOMM$136.52 -2.08 (-1.50%) 52-Week Range$120.80▼$230.63Dividend Yield2.49%P/E Ratio14.56Price Target$201.21Add to WatchlistDespite this rebound, the stock remains down 20% from its February high, offering a rare combination of technical recovery and deep-value appeal.Get QUALCOMM alerts:Earnings are due a ...

Investors interested in Electronics - Semiconductors stocks are likely familiar with Qualcomm (QCOM) and Applied Materials (AMAT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style S ...

Qualcomm (QCOM) shares soared 15.2% in the last trading session to close at $143.59. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 18.6% loss over the past four weeks.Strength in the automotive platform and higher demand for handsets, along with normalization of channel inventory within the IoT business, are major growth drivers for Qualcomm. The company recently acquired MovianAI, the former generative AI division of VinAI. Th ...

Qualcomm (QCOM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earnings p ...