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 ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

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 ...