QUALCOMM Incorporated (QCOM)
Qualcomm: Take Time To Savor Its AI Gains
Qualcomm Incorporated's diversification from smartphones is facing mounting challenges, leading to recent underperformance. Management attempted to drum up more confidence at its recent investor day, but the market's reception has been assessed as lukewarm. Qualcomm seems well-positioned to benefit from new growth vectors, but the transition will take time to pan out.
Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now?
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
All You Need to Know About Qualcomm (QCOM) Rating Upgrade to Buy
Qualcomm (QCOM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Qualcomm CEO Says Strategy Working, Confident in Targets
Qualcomm CEO Cristiano Amon says the company's push into new markets is going as planned. Speaking on "Bloomberg Technology," Amon also says he's confident the company will meet its targets and sees PC chip sales exceeding expectations.
Qualcomm CEO Says Strategy Working, Confident in Targets
Qualcomm CEO Cristiano Amon says the company's push into new markets is going as planned. Speaking on "Bloomberg Technology," Amon also says he's confident the company will meet its targets and sees PC chip sales exceeding expectations.
Why Qualcomm's latest diversification plans aren't enough to help its stock
Qualcomm seems to be preparing for a world without Apple business, but one analyst thinks the company's PC targets look aggressive.
We are really focused on diversifying and growing, says Qualcomm CEO Cristiano Amon
Cristiano Amon, Qualcomm CEO, joins 'Closing Bell Overtime' to talk its investors day, growth targets, and more.
Qualcomm says it expects $4 billion in PC chip sales by 2029, as company gets traction beyond smartphones
Qualcomm said at its investor day on Tuesday that it expects its so-called internet of things business to more than quadruple in sales by 2029 to around $22 billion. CEO Cristiano Amon took over Qualcomm in 2021 with a promise to diversify the company away from a reliance on chips for smartphones.
Qualcomm expects $12 bln in revenue from autos, PC chips in five years
Qualcomm expects $8 billion in automotive chip revenue and $4 billion in PC chip sales by fiscal 2029, it said at an investor event held in New York on Tuesday.
Qualcomm: Is It Still A Good Buy With China Risks In 2025
Qualcomm remains a strong semiconductor investment, replacing Intel with a conservative IT play due to its high free cash flow, dividend growth, and significant share buybacks. Despite a recent dip, Qualcomm's Q4 earnings beat expectations with an EPS of $2.69 and revenue of $10.24B. Qualcomm's Magic Formula score of 30.9, though lower than 2023, still indicates strong returns on invested capital and earnings yield.
Why Qualcomm's Growth Looks Unstoppable
Qualcomm posted $10.2 billion in Q4 revenue (+18% YoY) with 35% YoY EPS growth. Record $899 million in automotive revenue (+68% YoY), driven by new vehicle content and AI platforms. IoT revenues grew 24% sequentially, powered by new product launches and normalized channel inventory.
Qualcomm: Why I'm Bullish On Both Fundamental And Technical Indicators
Despite strong 4Q FY2024 earnings, Qualcomm's stock fell below its pre-earnings release level due to a broader semi sector pullback and rising geopolitical risks under Trump's administration. 1Q FY2025 outlook indicates a strong growth momentum continues, driven by the Snapdragon 8 Series, topping all market consensuses. The company forecasts a "mid-single-digit growth" in QCT Handset revenue (60% of total revenue in 4Q), despite the absence of Huawei revenue in its 1Q FY2025 guidance.
