Core Viewpoint - Qualcomm has successfully launched several products in recent quarters, leading to an increase in market share across its categories [1] Group 1 - Qualcomm's recent product launches have been successful [1] - The company has gained market share in various categories [1]

Group 1 - The Zacks Style Scores provide a framework for rating stocks based on value, growth, and momentum characteristics, helping investors identify securities with high potential to outperform the market in the short term [2][3][10] - Stocks are rated from A to F, with A indicating the highest potential for outperformance, and the Style Scores are categorized into Value Score, Growth Score, Momentum Score, and VGM Score, which combines all three [3][4][6] - The Zacks Rank, a proprietary stock-rating model, leverages earnings estimate revisions to assist investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Group 2 - Qualcomm (QCOM) is identified as a stock to watch, currently holding a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A, indicating strong growth potential [12] - The company is forecasted to experience year-over-year earnings growth of 14.6% for the current fiscal year, supported by upward revisions from nine analysts in the last 60 days, raising the Zacks Consensus Estimate to $11.71 per share [12][13] - Qualcomm has an average earnings surprise of 7.8%, making it a compelling option for growth investors [13]

Core Viewpoint - The article discusses the investment position of Parkev Tatevosian, CFA, and highlights the involvement of The Motley Fool in recommending Qualcomm, indicating a potential investment opportunity in the company [1]. Group 1 - Parkev Tatevosian has no position in any of the stocks mentioned, which suggests an impartial analysis of the market [1]. - The Motley Fool has positions in and recommends Qualcomm, indicating a positive outlook on the company's stock performance [1]. - The disclosure policy of The Motley Fool is mentioned, emphasizing transparency in their investment recommendations [1].

Core Viewpoint - QUALCOMM Inc. (NASDAQ: QCOM) has experienced a stock gain of approximately 6% since the buy rating was issued late last year, indicating a bullish technical outlook and an uptrend in the stock price [1]. Group 1: Company Performance - The stock of QUALCOMM has gained around 6% since the last buy rating, suggesting positive market sentiment and potential for further growth [1]. Group 2: Analyst Background - The analyst has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honour Society, indicating a strong educational background in finance [1]. - The analyst emphasizes core values of Excellence, Integrity, Transparency, and Respect, which are deemed essential for long-term success in investment analysis [1].

Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] - The firm occasionally covers companies that facilitate the transformation of older firms [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not represent the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]

Qualcomm (QCOM) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, QCOM broke through the 20-day moving average, which suggests a short-term bullish trend.The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.The 20-day mo ...

Investors with an interest in Wireless Equipment stocks have likely encountered both Qualcomm (QCOM) and Motorola (MSI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight ...

Core Insights - Qualcomm Incorporated (QCOM) reported strong first-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates, driven by healthy demand in Android handsets and automotive sectors [1] - The company is transitioning from a wireless communications firm to a connected processor company for the intelligent edge, supported by solid 5G traction and diversified revenue streams [2] - Qualcomm is leveraging AI capabilities to meet increasing demands for essential products and services in a cloud economy [3] Financial Performance - Automotive revenues surged 61% to a record high of $961 million, while handset revenues increased 13% to an all-time high of $7.57 billion, driven by the Snapdragon Digital Chassis platform and premium Android handsets [4] - Earnings estimates for fiscal 2025 have risen 1.3% to $11.36, and for fiscal 2026, estimates increased by 2.4% to $12.61, indicating bullish sentiment [11] Product Development - Qualcomm is expanding into AI capabilities with the launch of the Snapdragon X chip for mid-range AI desktops and laptops, aiming to diversify revenue beyond the smartphone industry [5] - The Snapdragon X SoC features an 8-core Oryon central processor and a neural processing unit (NPU) capable of 45 TOPS, designed to support AI-first applications [6] Market Position - Qualcomm shares have gained 9.7% over the past year, lagging behind industry growth of 28.3% [9] - The company is on track to become the largest smartphone radio frequency front-end supplier by revenue in the near future [4] Investor Sentiment - Qualcomm has a trailing four-quarter average earnings surprise of 7.8% and a VGM Score of A, currently holding a Zacks Rank 2 (Buy), indicating positive investor perception [15][14]

浦银国际研究 公司研究 | 科技行业 高通（QCOM.US）：FY1Q25 业绩好于 预期，端侧 AI 拉动公司长期业务增长 我们略微上调 FY2025 和 FY2026 年盈利预测，调整目标价至 205.7 美 元。潜在升幅 17%，重申"买入"评级。 重申高通的"买入"评级：高通 FY1Q25 业绩及 FY2Q25 指引均略高 于市场一致预期，其手机、汽车、IoT 业务均有较好增长支撑。首先， 从今年来看，中国出台智能手机补贴政策拉动智能手机销售，尤其是 高端旗舰机型，出货量增长明显。这为高通 2025 财年提供较好的基 本盘支撑。其次，我们预期高通智能座舱以及舱驾一体的解决方案将 在今明两年持续放量。最后，高通受益于端侧 AI 在智能手机快速渗 透，估值有望提升。高通当前远期市盈率 15.1x，仍然具备吸引力。 FY1Q25 业绩强劲增长，高于指引上限；公司指引 FY2Q25 业绩稳定 成长：高通 FY1Q25 收入为 116.7 亿美元，同比增长 17%，环比增长 14%，高于指引区间上限，高于市场一致预期。其中，QCT 业务收入 达到 101 亿美元，创历史新高，主要由于安卓手机出货量、IoT 及汽 ...

Core Insights - Qualcomm reported strong fiscal Q1 results with a record revenue of $11.67 billion, a 17% increase year-over-year, surpassing analyst expectations [2][8] - Despite robust performance, Qualcomm's stock fell, attributed to slightly lower-than-expected licensing revenue and market reactions [10][13] Revenue Performance - Qualcomm achieved double-digit revenue growth for the third consecutive quarter, setting a new quarterly record [2] - Revenue from the chip segment (QCT) rose 20% to $10.1 billion, with handset revenue increasing 13% to $7.6 billion, automotive revenue soaring 61% to $961 million, and IoT revenue surging 36% to $1.5 billion [3][7] Segment Analysis - The strong performance in handset revenue was driven by higher volumes from premium Android devices, particularly the Samsung Galaxy S25 [4] - In the automotive segment, Qualcomm is collaborating with automakers on AI-powered systems, indicating growth potential in this area [5] - The licensing segment (QTL) saw a 5% increase in revenue to $1.5 billion, with key agreements extended with major OEMs [6][7] Future Guidance - Qualcomm provided guidance for fiscal Q2 revenue between $10.3 billion and $11.2 billion, indicating growth of 10% to 19% [8] - The company anticipates a 10% increase in handset revenue, a 50% growth in automotive revenue, and a 15% rise in IoT revenue for the upcoming quarter [9] Market Position and Valuation - Qualcomm is aiming to generate approximately $22 billion in non-handset revenue by 2029, more than doubling its current non-handset revenue run rate [12] - The company trades at a forward P/E ratio of 15 and a PEG ratio of 0.6, suggesting it may be undervalued compared to growth expectations [12]