Per a Bloomberg report, Qualcomm Incorporated’s (QCOM) modems are likely to be replaced in the upcoming iPhone models as Apple Inc. (AAPL) is in the final stages of developing an in-house modem. Although representatives of both companies have declined to comment on the grapevines, the buzz has cast a shadow on Qualcomm’s future revenue-generating opportunities.A modem functions as an integral part of smartphones and laptops, enabling seamless Internet connectivity within the devices. Qualcomm modems have be ...

In the last few years, it was rather an exception for me to cover a business I had not previously written about. But there are companies and stocks I find interesting, and that deserve a closer look. I have already written aboutMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalizatio ...

Down nearly 30% from its all-time highs and in a current trading range, from my analysis, I believe QUALCOMM Incorporated (NASDAQ: QCOM ) stock could be ready to stage a breakout. In the below technical analysis, I determine that theI'm a technically-oriented Canadian investor with a focus on U.S. markets, particularly in tech and financials. I graduated with a Bachelor of Commerce Degree with Distinction, with a major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Busine ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of QCOM, AVGO either through stock ownership, options, or other derivatives. I wrote this articl ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Investors might want to bet on Qualcomm (QCOM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Individua ...

Core Insights - Qualcomm expects its internet of things business to exceed $22 billion in sales by 2029, more than quadrupling its current figures [1] - The company aims to diversify its revenue streams beyond smartphones, with significant growth anticipated in automotive and industrial sectors [2][3] Group 1: Internet of Things and Revenue Forecast - Qualcomm's internet of things business is projected to reach around $22 billion by 2029, with $4 billion expected from PC chips [1] - Additional revenue sources include $4 billion from industrial chips, $2 billion from XR headset chips, and $4 billion from other chip sales [3] Group 2: Automotive and Handset Business - Automotive revenues are forecasted to rise approximately 175% to $8 billion by 2029, with 80% of this tied to secured contracts [2] - In fiscal 2024, Qualcomm's handset business generated $24.86 billion, accounting for about 75% of its total chip business [2] Group 3: Market Performance and Risks - Qualcomm shares have increased by 16% this year, lagging behind the Nasdaq's 26% gain [4] - The company has indicated potential risks from Apple possibly ceasing to purchase Qualcomm parts by 2027, but believes that growth in other areas will compensate for this loss [5]

It's been a while since I updated my opinion on Qualcomm ( QCOM ). The last article I wrote on the company was in July of 2023. My argument at the time was itI'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. Long-term focused on low P/B, P/FCF, Owner Earnings discounting, PEG ratios, the Graham Number and an occasional net-net hunter. I also believe tracking earnings growth versus price appreciation is an essential element to any quality evaluation.I adv ...

Group 1 - Qualcomm's performance has been relatively muted despite beating earnings and revenue expectations, indicating a potential accumulation opportunity for long-term investors [1] - The company is strategically positioned to capitalize on explosive growth in automotive, IoT, and AI sectors [1] - The investment style focuses on GARP/Value stocks, emphasizing high-quality, reasonably priced businesses with strong moats and significant growth potential [1] Group 2 - The long-term investment approach aims for wealth accumulation through compounding over a period of 5-7 years while emphasizing downside protection [1]

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...