QUALCOMM TodayQCOMQUALCOMM$134.16 +4.44 (+3.43%) 52-Week Range$120.80▼$230.63Dividend Yield2.53%P/E Ratio14.29Price Target$205.32Add to WatchlistAfter months of pressure, Qualcomm Inc. NASDAQ: QCOM has officially cracked and fallen below $150. Shares sank to fresh multi-month lows on Monday, falling back to levels last seen in November 2023.  With markets in chaos thanks to tariff fears and mounting geopolitical tensions, investors have been selling first and asking questions later.Get QUALCOMM alerts:The ...

Qualcomm (QCOM) closed at $129.72 in the latest trading session, marking a +1.77% move from the prior day. This change outpaced the S&P 500's 0.23% loss on the day. At the same time, the Dow lost 0.91%, and the tech-heavy Nasdaq gained 0.1%.Shares of the chipmaker witnessed a loss of 20.94% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 16.18% and the S&P 500's loss of 12.13%.Market participants will be closely following the financial results of Qual ...

Core Viewpoint - Qualcomm's stock has declined 20.6% over the past three months, outperforming the industry decline of 34.7%, but facing significant challenges due to the U.S.-China trade tensions and high R&D costs [1][2][8]. Group 1: Market Performance - Qualcomm's stock performance has been relatively better compared to peers like Hewlett Packard Enterprise and Broadcom, which saw declines of 42.6% and 36% respectively [1]. - The company's revenues are heavily reliant on the Chinese market, accounting for 66% of total revenues in fiscal 2024, making it vulnerable to market uncertainties [6]. Group 2: Trade and Tariff Impact - The ongoing U.S.-China trade conflict has led to tariffs that adversely affect Qualcomm's revenues, with a 34% retaliatory tariff imposed by China following U.S. tariffs [2][3]. - The trade restrictions have banned the sale of high-tech equipment and chips to China, further complicating Qualcomm's operational landscape [2]. Group 3: Competitive Landscape - Qualcomm faces intense competition from low-cost chip manufacturers and established players like Broadcom and Hewlett Packard, which is expected to pressure its profit margins [8][9]. - The shift in market share among original equipment manufacturers at the premium tier has reduced Qualcomm's near-term opportunities in selling integrated chipsets [8]. Group 4: Growth Opportunities - Despite short-term challenges, Qualcomm is positioned for long-term growth through its Snapdragon portfolio and investments in mobile licensing programs [11]. - The automotive sector is a significant growth area, with automotive revenues increasing by 61% to $961 million in the first quarter of fiscal 2025, driven by new vehicle launches [14]. Group 5: Earnings Estimates - Earnings estimates for Qualcomm for fiscal 2025 have increased by 12.4% to $11.78, and for fiscal 2026, estimates have risen by 5% to $12.50, indicating positive market sentiment [15]. Group 6: Strategic Initiatives - Qualcomm is expanding into AI capabilities with the launch of the Snapdragon X chip for mid-range AI desktops and laptops, aiming to diversify its revenue streams beyond the smartphone market [13]. - The company is also focusing on enhancing its automotive telematics and connectivity platforms to capitalize on emerging trends in the automotive industry [14].

Group 1 - Qualcomm has been a significant player in the wireless standards industry for nearly three decades, highlighting its long-standing presence and expertise in the field [1] - The company has a beneficial long position in its shares, indicating confidence in its future performance [1] Group 2 - The article does not provide specific financial data or performance metrics related to Qualcomm [2]

Qualcomm has acquired the generative AI division of VinAI, an AI research company headquartered in Hanoi, for an undisclosed amount, the companies announced on Monday. The move marks Qualcomm's continued expansion into the AI tooling sector. VinAI, which was founded by former DeepMind research scientist Hung Bui, develops a range of generative AI technologies, including computer vision algorithms and language models. "This acquisition underscores our commitment to dedicating the necessary resources to R&D t ...

Growth Score Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform. The Style Scores are broken down into four categories: Value Score Finding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Styl ...

Core Viewpoint - Qualcomm Inc. is showing signs of a potential breakout as it consistently holds above a key support level of $150, attracting institutional interest and bullish sentiment [1][2][12] Financial Performance - Qualcomm's stock closed at $160, with a P/E ratio of 17.04, which is significantly lower than competitors like NVIDIA (41) and AMD (114), indicating it offers rare value in the semiconductor sector [2][6][7] - The company has consistently delivered strong earnings results, exceeding expectations in both revenue and EPS for several quarters [2][10] Business Diversification - Qualcomm is diversifying away from smartphones, investing heavily in automotive chips, edge computing, and AI-driven processors, which are stabilizing earnings amid softening mobile demand [3][4][10] - The automotive division is expected to see steady revenue growth, positioning Qualcomm as a leading supplier in this space [4] Valuation and Market Sentiment - Analysts have noted Qualcomm's valuation as deeply undervalued, with a potential catalyst for stock rotation as tech sentiment recovers [8][9] - Benchmark has reiterated a Buy rating with a price target of $240, suggesting a 50% upside from the current price [9] Technical Analysis - The technical indicators are increasingly supportive, with the RSI rising and a bullish MACD crossover occurring, suggesting a trend reversal may be imminent [11][12] - The $150 support level has been tested multiple times, consistently met with buying pressure, indicating a strong technical foundation for a potential breakout [12]

Core Viewpoint - Qualcomm's stock is currently undervalued despite strong financial performance, with a significant upside potential as analysts maintain bullish ratings and price targets [2][5][10]. Financial Performance - Qualcomm's stock has decreased by 10% since late February, trading at $158, which is at 2021 levels, despite record revenue and strong earnings per share (EPS) [1][2]. - The company has a price-to-earnings (PE) ratio of 17, significantly lower than peers like Micron (30), NVIDIA (40), and AMD (105), indicating it may be undervalued [2]. Analyst Ratings and Forecasts - Analysts have a 12-month stock price forecast for Qualcomm at $205.32, suggesting a 31.37% upside from the current price [5]. - Multiple firms, including Piper Sandler and Benchmark, have reiterated bullish stances with price targets of $190 and $240 respectively, indicating confidence in Qualcomm's growth potential [5][6]. Growth Potential - Qualcomm is expanding beyond its core mobile chip business into AI-powered computing, automotive processing, and industrial IoT applications, which are expected to grow significantly [7][10]. - The company's advancements in AI-capable processors are seen as a bright spot for future growth [4]. Technical Analysis - The stock's relative strength index (RSI) is at 46, indicating slightly oversold conditions, and the MACD is nearing a bullish crossover, suggesting a potential shift in momentum [8]. - Recent price action shows shares bouncing off December's low, indicating a possible support level and a near-term bottom [9]. Investment Outlook - The combination of record earnings, low valuation, and strong analyst support suggests that Qualcomm may represent one of the best entry points for long-term investors [10][11].

Core Viewpoint - Qualcomm Technologies, Inc. has expanded its Snapdragon G Series portfolio with next-generation gaming chipsets, addressing the evolving demands of modern gaming, including realistic visuals and immersive technologies like AR and VR [1][5]. Group 1: Product Launch and Features - The 2025 product lineup includes Snapdragon G3 Gen 3, Snapdragon G2 Gen 2, and Snapdragon G1 Gen 2 chips, designed to enhance gaming experiences [1]. - Snapdragon G1 Gen 2 supports cloud gaming on handheld Android devices, offering up to 1080p at 120 FPS, with 25% faster GPU and 80% faster CPU performance compared to its predecessor [2]. - Snapdragon G2 Gen 2 provides 3.8x GPU and 2.3x faster CPU performance than Snapdragon G2 Gen 1, enabling up to 144 FPS for cloud gaming and supporting WiFi 7 for improved connectivity [3]. - Snapdragon G3 Gen 3 features 28% faster graphics and 30% faster CPU capabilities compared to the previous generation, with support for WiFi 7 and advanced gaming technologies [4]. Group 2: Market Trends and Competitive Landscape - The gaming chipset market is expected to grow significantly due to advancements in AI, 5G, and immersive technologies, positioning Qualcomm to capitalize on this trend [5]. - Several manufacturers, including AYANEO, ONEXSUGAR, and Retroid Pocket, are adopting Snapdragon G Series platforms for their handheld gaming devices, indicating strong market interest [6]. - Qualcomm's focus on innovation is crucial for maintaining a competitive edge against industry leaders like NVIDIA, AMD, and Intel [7]. Group 3: Stock Performance - Qualcomm currently holds a Zacks Rank of 3 (Hold), with shares declining by 3.7% over the past year, contrasting with the industry's growth of 16.6% [8].

Core Viewpoint - Qualcomm is viewed as a strong investment opportunity due to its potential for increased market share and growth prospects [1] Group 1: Investment Perspective - The company is considered heavily undervalued, presenting a significant upside for investors [1] - The focus is on long-term growth and dividend income, indicating a strategy aimed at compounding returns over time [1] Group 2: Analyst Position - The analyst holds a beneficial long position in Qualcomm shares, indicating confidence in the company's future performance [1] - The article reflects the analyst's personal opinions and investment strategy, emphasizing a commitment to value dividend investing [1]