Qualcomm (QCOM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Shares of tech giant Qualcomm Inc. NASDAQ: QCOM are trading around $155 after a rough couple of weeks. Having started the year reasonably well, the stock has fallen roughly 15% over the past fortnight.
Shares of Qualcomm Inc NASDAQ: QCOM have been hit hard over the past week, sinking roughly 17% across seven consecutive sessions with little resistance from the bulls.
Qualcomm (QCOM) concluded the recent trading session at $156.37, signifying a +1.49% move from its prior day's close.
Qualcomm (QCOM) – a company specializing in 3G/4G/5G integrated circuits and licensing – experienced a 7-day losing streak, culminating in total losses of -15%. The company's market capitalization has plummeted by approximately $30 billion over the last week, currently sitting at $166 billion.
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 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.
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.
Qualcomm edges out Advanced Micro as the better buy in 2026, thanks to strong valuation, AI growth, and diversified chip demand.
Qualcomm (QCOM) concluded the recent trading session at $165.29, signifying a -2.35% move from its prior day's close.
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.
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?