Added to YB: 2026-10-09
Pitch date: 2026-10-06
neutral [bullish]
QUALCOMM Incorporated
-0.29%
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
$178.92
Price Target
360.00 (+102%)
Dividend
2.03%
EV/EBITDA
16.26
P/E
21.06
EV/Sales
4.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qualcomm CFO Interview On Its Massive Pivot To AI Chips, Wearables, And Robotics
QCOM (update): Qualcomm is pivoting from handset dependence toward data center, automotive and edge AI, targeting $40B of FY29 non-handset revenue and more than $18 of non-GAAP EPS. At $185, the shares are roughly fair versus the $193 mid-case SOTP, while the $224 management case offers 21% upside and $360 is possible at 20x FY29 earnings. Key risks are data-center execution, Apple modem losses, Arm litigation and margin pressure.
Read full article (11 min)