智通财经APP获悉，周四，高通(QCOM.US)盘前大跌超10%，年内已累跌近13%，报133美元。消息面 上，高通对当前财季给出疲软的业绩预测，加剧了市场对存储芯片短缺导致价格上涨、并进一步抑制手 机需求的担忧。财报显示，在截至2025年12月28日的第一财季，高通当季营收同比增长5%至122.5亿美 元，好于分析师平均预期的121.8亿美元;调整后净利润为37.8亿美元，同比下降1%;调整后每股收益为 3.50美元，好于分析师平均预期的3.40美元。 展望未来，高通预计，在截至3月的第二财季，营收将处于102亿美元至110亿美元之间，这一预测不及 分析师平均预期的112亿美元;预计调整后每股收益将处于2.45美元至2.65美元之间，同样不及分析师平 均预测的2.89美元。 高通表示，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于 预期。尽管高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)正在推动公司转型，增加面向汽车、个 人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放 缓。不过，阿蒙在声明中表示："尽管短期内我们 ...

美银将高通的目标价从215美元下调至155美元，评级下调至"中性"，指手机市场走弱及市场份额缩减可 能会在未来几个季度抑制其增长。 ...

Qualcomm Inc (NASDAQ:QCOM) reported upbeat first-quarter financial results and issued second-quarter guidance below estimates on Wednesday.Qualcomm reported record quarterly revenue with first-quarter total revenue of $12.25 billion, up 5% year-over-year. The revenue beat a Street consensus estimate of $12.18 billion according to data from Benzinga Pro. The company reported adjusted earnings per share of $3.50, which beat a Street consensus estimate of $3.40.Qualcomm's guidance is for second-quarter revenue ...

Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]

Let's bring in Kevin Green senior markets correspondent right away to help set up the action today and make sense of it all. Uh all right KG I didn't expect us to I think start as weak as we were because I I saw like the initial reaction as I recall to Alphabet Google was seem to be uh positive. Uh but before we dive into that, let's get your big picture take on markets and where they stand now.>> Yeah, we continue to see a lot of pressure when it comes to the technology stocks as well as communication serv ...

花旗发表研报指，高通3月份季度指引逊预期，公司归因于手机制造商面临DRAM存储器零件供应不足 的问题，尤其是在中国低端安卓市场。该行预期高通QCT手机业务的销售将持续按季下跌至9月份季 度，因存储器供应限制、季节性因素以及苹果将调制解调器芯片内判。 基于下调手机销售预测，该行 将2026及2027财年的每股盈利预测分别下调13%与12%，目标价由180美元降至140美元，维持"中性"评 级。 ...

格隆汇2月5日｜摩根大通将高通目标价从195美元下调至185美元。 ...

摩根大通将高通目标价从195美元下调至185美元。 来源：滚动播报 ...

Core Viewpoint - Qualcomm is evolving beyond being solely a handset play, with stock performance showing volatility, peaking over $205 in October before declining [1] Company Analysis - The stock was rated a Buy near $160, indicating a positive outlook at that time [1] - The company has seen significant stock price movement, reflecting market dynamics and investor sentiment [1] Investment Strategy - The focus is on providing a clear and disciplined analysis of companies, emphasizing the importance of numbers and underlying business performance rather than narratives [1]

QUALCOMM Incorporated ( QCOM ) is crashing after hours on Wednesday following quarterly earnings results that have apparently left investors wanting. It certainly doesn't help that tech stocks are experiencing a bit of aTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my ...