Added to YB: 2026-07-08
Pitch date: 2026-07-04
QCOM [bullish]
QUALCOMM Incorporated
+0.65%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.
Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$193.3B
Pitch Price
$177.24
Price Target
277.00 (+55%)
Dividend
2.03%
EV/EBITDA
16.26
P/E
21.06
EV/Sales
4.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qualcomm – A Contrarian Pick With Huge Upside Potential (A Deep Dive)
QCOM: Contrarian buy at $176 (16x '26 EPS, 0.9x PEG). Market prices $7B Apple modem loss (17% rev, gone by 2028) but ignores diversification: auto (26% CAGR, $65B pipeline), IoT (20%), data center inference ($15B by '29, Meta/MS/ByteDance deals). 27% ROIC. PT $277, ~22% CAGR to FY28.
Read full article (34 min)