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]

Qualcomm Incorporated (QCOM) reported strong first-quarter fiscal 2025 results, with adjusted earnings and revenues beating the respective Zacks Consensus Estimate, driven by healthy demand trends in Android handsets and automotive businesses. Both metrics improved year over year, led by the strength of the business model, revenue diversification and the ability to respond proactively to the evolving market scenario.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Net IncomeOn a GAAP b ...

KEY TAKEAWAYSQualcomm stock is falling 5% in premarket trading Thursday, a day after the company's lower-than-estimated licensing revenue offset record quarterly sales.The chipmaker reported fiscal 2025 first-quarter revenue and profit above Visible Alpha estimates. However, investors seemed to focus on Qualcomm's licensing revenue, which undershot forecasts. Qualcomm (QCOM) stock is falling 5% in premarket trading Thursday, a day after the company’s lower-than-estimated licensing revenue offset record quar ...

Wednesday, February 5, 2025Market indexes put in a fine showing at the closing bell today, climbing in the final minutes of trading across major indexes and ending the day at or near session highs. The Dow gathered an impressive +317 points today, +0.71%, while the S&P 500 and tech-heavy Nasdaq were up +0.39% and +0.19%, respectively. The small-cap Russell 2000 beat the rest of the field, +1.14% for the trading day.Ultimately, it was a mixed bag of economic data throughout today: ADP (ADP) private-sector pa ...

Operator Ladies and gentlemen, thank you for standing by. Welcome to the Qualcomm First Quarter Fiscal 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we'll conduct a question-and-answer session. [Operator Instructions] As a reminder, this conference is being recorded February 5, 2025. The playback number for today's call is (877) 660-6853. International callers, please dial (201) 612-7415. The playback reservation number is 13750899. I would now like to turn ...

Qualcomm (QCOM) came out with quarterly earnings of $3.41 per share, beating the Zacks Consensus Estimate of $2.93 per share. This compares to earnings of $2.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.38%. A quarter ago, it was expected that this chipmaker would post earnings of $2.56 per share when it actually produced earnings of $2.69, delivering a surprise of 5.08%.Over the last four quarters, the company has su ...