QUALCOMM Incorporated (QCOM)
Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper
Back in October, I was bullish on Qualcomm, citing the stock's exposure to the AI theme as the main catalyst for a multiple re-rate. I now downgrade to a sell. The downgrade has absolutely nothing to do with the company's data center strategy. I see a market that is refusing to recognize the massive upside from the recent HUMAIN partnership. Instead, the focus is on the handset segment and the recent Mizuho downgrade.
Qualcomm: Ignored Personal AI Boom
Qualcomm is rapidly capitalizing on the surge in personal AI and robotics, reversing perceptions of missing the AI race. QCOM's partnership with Meta on Ray-Ban smart glasses has resulted in explosive demand, with production targets rising to 20–30 million units. The launch of the Dragonwing IQ10 Series positions the wireless company as a key enabler in robotics, highlighted by collaboration with Figure on humanoid AI.
Qualcomm: Wall Street's Patience Is Wearing Thin
Shares of tech giant Qualcomm Inc. NASDAQ: QCOM have stumbled into the new year on the back of a sudden shift in analyst tone. The stock fell nearly 5% to start the week and is now trading back under $170, a sharp reversal from the optimism that had been building late last year, when it looked poised to break through resistance around $184.
QCOM vs. AMD: Which Semiconductor Stock is the Smarter Buy in 2026?
Qualcomm edges out Advanced Micro as the better buy in 2026, thanks to strong valuation, AI growth, and diversified chip demand.
Qualcomm (QCOM) Falls More Steeply Than Broader Market: What Investors Need to Know
Qualcomm (QCOM) concluded the recent trading session at $165.29, signifying a -2.35% move from its prior day's close.
Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention
Qualcomm offers a compelling risk-reward profile, underpinned by robust free cash flow and disciplined capital returns despite recent underperformance versus semiconductor peers. QCOM's burgeoning positioning in the AI data center inferencing space is set to drive a meaningful ramp in non-handset business opportunities. QCOM offers an impressive above-average shareholder yield of 6.6%, which is founded on ever-increasing free cash flow expansion that will only get better with lower cash taxes expected.
How Low Can Qualcomm Stock Drop?
Qualcomm (QCOM) stock has decreased by 7.1% over the past 21 trading days. The recent decline is indicative of renewed worries regarding the challenges in the handset business and possible losses related to Apple modems; however, significant drops like this often provoke a more difficult question: is this dip short-lived, or does it signal more profound issues within the company?
Assessing Qualcomm Stock Amid Its AI Ambitions
Qualcomm (NASDAQ:QCOM) hasn't enjoyed the same success as other AI stocks, with its shares only up by 15% over the past five years.
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.
Why Qualcomm's Latest Run at Resistance Has Bulls Paying Attention
Shares of tech giant Qualcomm Inc. NASDAQ: QCOM jumped roughly 3.5% on Tuesday, Jan. 6, lifting the stock back toward the $183 area. That level is not random.
Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note
Qualcomm (QCOM) concluded the recent trading session at $180.19, signifying a -1.24% move from its prior day's close.
Qualcomm in talks with Samsung Electronics for contract manufacturing, South Korean newspaper says
Qualcomm is in talks with Samsung Electronics over contract manufacturing of two-nanometre chips, the U.S. company's CEO Cristiano Amon was quoted by the Korea Economic Daily as saying on Wednesday.
