Added to YB: 2026-10-08
Pitch date: 2026-10-05
QCOM [neutral]
QUALCOMM Incorporated
-5.17%
current return
Author Info
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Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$193.3B
Pitch Price
$182.03
Price Target
N/A
Dividend
2.03%
EV/EBITDA
16.26
P/E
21.06
EV/Sales
4.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qualcomm's AI Expansion Comes With a Bill
QCOM (monitor): Qualcomm has strengthened its route into AI infrastructure through Amazon purchase commitments, but shareholder value remains unresolved. At $184.87, about 18.1x fiscal 2027 consensus adjusted EPS, new-business profits must exceed handset erosion, development costs and dilution. With quarterly revenue and adjusted EPS down 4% and 20%, respectively, the fiscal 2026 results and 2027 outlook must show a credible earnings-and-cash bridge before the shares can be considered undervalued.
Read full article (10 min)