Qualcomm (NASDAQ:QCOM) is well-positioned to benefit from the proliferation of localized artificial intelligence, the increased digitalization of automobiles, and the rapidly increasing sales of Samsung smartphones. Over the longer term, QCOM stock could also get a considerable boost from Apple’s (NASDAQ:AAPL) renewal of its modem deal with the chip maker. Finally, Qualcomm recently reported encouraging quarterly financial results, and the valuation of QCOM stock is relatively low. Given all of these points ...

Amid the focus on artificial intelligence (AI), numerous investors have turned to "Magnificent Seven" stocks like Nvidia. Indeed, all seven of those stocks utilize the technology, which has likely contributed to rising share prices.That does not mean investors should forget chip stock Qualcomm (QCOM -2.93%). The smartphone chipset maker leads the way in 5G chips and is diversifying its revenue base into other areas, including areas that will rely on AI.Qualcomm's stock suffered amid sluggish smartphone sale ...

Qualcomm (QCOM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this chipmaker have returned +12% over the past month versus the Zacks S&P 500 composite's +2.9% change. The Zacks Wireless Equipment industry, to which Qualcomm belongs, has gained 7.5% over this period. Now the key question is: Where could the stock be headed in the near term?Although media reports or ru ...

SAN DIEGO--(BUSINESS WIRE)--Qualcomm Incorporated (NASDAQ: QCOM) today announced that its Board of Directors has approved an increase in the Company’s quarterly cash dividend from $0.80 to $0.85 per share of common stock. This dividend increase will be effective for quarterly dividends payable after March 21, 2024 and will raise the annualized dividend payout to $3.40 per share of common stock. Cristiano Amon, President and CEO of Qualcomm Incorporated, said, “ We are pleased to announce an increase in our ...

A month has gone by since the last earnings report for Qualcomm (QCOM) . Shares have added about 11.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Qualcomm due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Qualcomm Beats Q1 Earnings Estimates on Solid RevenuesQual ...

苹果在Vision Pro上采用了M2和R1的芯片组合，两款芯片均采用了台积电（TSMC）的4nm工艺制造。相比之下，高通的第二代骁龙XR2+采用的是7nm工艺，对于MR、VR和智能眼镜等设备来说，能效上会有一些差距。 据Wccftech报道，高通今年晚些时候会推出其首款用于智能手机的3nm SoC，也就是第四代骁龙8，另外高通还在开发两款XR/AR芯片，将采用3/4nm工艺制造。随着苹果Vision Pro的发售，高通需要在这一领域投入更多资源，为未来的成长铺平道路。 毫无疑问，高通会坚持与台积电的合作，预计下一款骁龙XR芯片将采用4nm工艺制造，过去几年的经验表明，先进的半导体制程有着巨大的作用。自高通从三星重新改投台积电以后，第二和第三代骁龙8大幅度缩小了与苹果A系列SoC之间的差距，甚至实现部分的反超。至于3nm方面，如果三星能够提高产能并提升良品率，高通还是会转向双代工厂策略。 此前有报道称，高通原打算在2024年的第四代骁龙8开始执行该计划，不过由于三星3nm产能扩张计划趋于保守，加上良品率并不稳定，最终让高通选择延后执行该计划。不过高通已要求台积电和三星提供2nm芯片样品，以便做进一步的评估。无 ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Qualcomm (QCOM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Qualcomm is one of 621 companies in the Computer ...

AI Growth and Qualcomm's Position - Qualcomm's exposure to generative AI-compatible chips is a significant factor in its stock analysis, contributing to a nearly 40% stock price increase over the past six months [1] - The company has integrated AI features into its Snapdragon system-on-a-chip smartphone platform and plans to unveil an AI chip for PCs this year [2] - While Qualcomm is a solid AI contender, the material impact of AI on its operating performance will take time, and the current AI mania may not provide further significant stock boosts [2] Non-AI Catalysts and Business Recovery - Qualcomm's legacy businesses, unrelated to AI, could sustain the recent stock rally and help the stock surpass its 2021 bull market high [1] - Handset sales increased by 16% year-over-year in the latest quarter, indicating a normalization in smartphone demand [4] - The recovery in Qualcomm's internet of things (IoT) business is also expected, though at a slow pace, which could drive incremental gains for the stock [4] Valuation and Future Growth Potential - Qualcomm's stock trades at 15.8 times forward earnings, remaining reasonably priced despite the AI hype, with potential for multiple expansion [5] - Consensus forecasts predict a 50% earnings rebound for the current fiscal year (ending September 2024) but only 10.6% growth for the next fiscal year [6] - Better-than-expected growth and factors like the extension of its modem supply agreement with Apple could lead to a re-rating of the stock to a low-20s forward multiple [6] Stock Price Outlook - A move to prices north of $200 per share is within reach, with the stock currently trading around $150 per share, making it a worthwhile investment for continued recovery [7]

Qualcomm (QCOM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this chipmaker have returned -1%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Wireless Equipment industry, which Qualcomm falls in, has lost 0.7%. The key question now is: What could be the stock's future direction?Although media reports or rumors about ...

证券研究报告 | 公司动态点评 2024 年 02月 19日 高通（NASDAQ:QCOM） 持续布局 AI 端侧，FY24Q1 营收净利润实现双增长 财务指标 FY2022A FY2023A FY2024E FY2025E FY2026E 买入（首次评级） 营业收入（百万美元） 44,200.00 35,820.00 38,560.23 42,786.43 46,222.18 股票信息 增长率yoy（%） 31.68 -18.96 7.65 10.96 8.03 归母净利润（百万美元） 12,936.00 7,232.00 9,938.83 12,107.11 13,913.81 行业 通信 增长率yoy（%） 43.05 -44.09 37.43 21.82 14.92 收盘价（美元） 155.98 ROE（%） 71.81 33.51 35.48 33.78 31.03 总市值（百万美元） 170,402.00 EPS最新摊薄（美元） 11.59 6.48 8.91 10.85 12.47 流通市值（百万美元） 170,402.00 P/E（倍） 13.17 23.56 17.15 14.07 12.2 ...