QUALCOMM Incorporated (QCOM)
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.
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.
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 hyperscaler wins underpin confidence in achieving management's ambitious $15B FY2029 data center revenue target.
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.
Qualcomm backs Ultrahuman in $70M round on bet to turn smart rings into computers
Ultrahuman, an Indian startup best known for making smart rings, has raised $70 million in a new funding round that includes backing from Qualcomm's venture arm, as it looks beyond sleep and health tracking to build a ring that can run software on the device and eventually power everything from AI interactions to games.
QCOM's Japan Robotics Outlay Targets Edge AI: Reason to Buy the Stock?
Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.
Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?
QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.
Qualcomm's AI Ambitions Run Into a Smartphone Reality Check
With shares down about 5% year to date (YTD), Qualcomm Inc. NASDAQ: QCOM is hardly the most glamorous name in AI. The company neither builds the agents that capture headlines nor operates cloud platforms that draw institutional business.
Qualcomm Just Gained 15% in a Month: Take Profits, or Buy More?
Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) has staged the standout comeback in chips this past month, and the rally deserves a closer look before anyone acts on it.
Qualcomm (QCOM) Up 8.7% Since Last Earnings Report: Can It Continue?
Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock?
Qualcomm: Handset Pains Persist - Data Center Inflection In FY 2027
AAPL attrition and the memory/storage supply crunch underscore QCOM's headwinds, with FQ4'26 and FY2027 likely to deliver mixed handset metrics. These may be balanced by the accelerating data center/automotive monetization opportunities, based on the $40B QCT non-handset revenue guidance by FY2029. QCOM's diversification strategy is materializing, with the upcoming FY2027 data center inflection underscoring the successful M&A efforts.
QUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcript
QUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcript
