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 ...

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People walk past a Qualcomm booth during the China International Supply Chain Expo (CISCE) in ... [+] Beijing on December 1, 2023. (Photo by JADE GAO / AFP) (Photo by JADE GAO/AFP via Getty Images)AFP via Getty ImagesQualcomm stock currently trades at $153 per share, roughly 20% below its pre-inflation shock high of $189, seen in December 2021, and has the potential for meaningful gains. QCOM saw its stock trading at around $128 in late June 2022, just before the Fed started increasing interest rates, and i ...

此前有报道称，高通考虑未来骁龙8平台采用双代工厂策略，分别采用台积电（TSMC）和三星的3nm工艺。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。 据Wccftech报道，虽然第四代骁龙8将采用台积电第二代3nm工艺制造，但高通仍打算在2025年的第五代骁龙8能够转向双代工厂的策略，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。 尽管距离2nm工艺的量产还有不少时间，不过高通希望能抢占先机，因为其目标是确保台积电和三星都能成为代工合作伙伴。对于台积电来说，问题可能会比较小一些，但对于三星来说，阻力就比较大了，性能的提升及提高良品率仍然是首要任务。目前SoC原型仍处于开发阶段，需要确定哪些技术可以用于大规模生产。 高通很可能延续第四代骁龙8最初的想法，一方面采用台积电的工艺生产普通版本，另一方面供应Galaxy系列智能手机的版本采用三星的工艺。高通想借助双代工厂策略降低SoC的生产成本，过去几年旗舰SoC的价格正在不断上涨，迫使高通的智能手机合作伙伴要么提高产品定价，要么牺牲利润率，这也给了竞争对手联发科 ...

If you are a public equities investor betting on the digital economy, semiconductor stocks would have to be in your portfolio. While many semiconductor stocks performed well last year, especially ones connected to the rise of artificial intelligence (AI), there were a number of semiconductor stocks to sell. The semiconductor sector is crowded, and nowadays, there are a number of geopolitical considerations to dwell on, as well as a global economic slowdown to think about. In this article, we will go over th ...

While many S&P 500 stocks are reaching recent highs, Wall Street analysts are also reassessing their price targets and issuing outlook changes and downgrades for a number of companies. Today, we introduce three stocks with price target cuts.Analyst downgrades often offer valuable insights into a company’s share price, revealing factors like overvaluation, profitability concerns, or rising competition. These recent stock downgrades underscore a shift in market sentiment, prompting investors to reevaluate the ...

Qualcomm (QCOM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this chipmaker have returned +3% over the past month versus the Zacks S&P 500 composite's +5.6% change. The Zacks Wireless Equipment industry, to which Qualcomm belongs, has gained 4% over this period. Now the key question is: Where could the stock be headed in the near term?While media relea ...

Following a successful several months, during which the stock of Qualcomm (NASDAQ: QCOM) managed to grow its price by nearly 40%, analysts are cautiously optimistic about the international semiconductor and telecommunications equipment company’s prospects for the next 12 months.As it happens, the developer of digital wireless communications products and services based on CDMA technology was mostly trading between $105 and $130 for the majority of 2023, finally making a decisive move upward toward the year’s ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Qualcomm (QCOM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Qualcomm currently has an average ...

Shares of Qualcomm (QCOM -4.98%) fell 5% on Thursday despite stronger-than-expected quarterly results and solid forward guidance from the semiconductor giant.On Qualcomm's strong start to the fiscal yearFor its fiscal first quarter of 2024 (ended Dec. 24, 2023), Qualcomm's adjusted (non-GAAP) revenue grew 5% year over year to $9.922 billion, translating to a 16% increase in adjusted net income to $3.101 billion, or $2.75 per share. Analysts, on average, were only modeling earnings of $2.37 per share on reve ...