Yahoo Financeยท2025-10-16 17:41Qualcomm - Qualcomm is strategically expanding into data center AI, aiming to enhance its competitiveness in AI infrastructure and networking technology through the acquisition of Alphawave IP Group [1] - The company's key segment, Qualcomm CDMA Technologies (QCT), generated $9 billion in revenue, reflecting an 11% year-over-year increase, with Automotive and IoT segments growing by 21% and 24% respectively [2] - In fiscal Q3 2025, Qualcomm reported adjusted revenue of $10.4 billion, a 10% increase year-over-year, and adjusted earnings per share of $2.77, marking a 19% rise from the previous year [3] - Qualcomm's licensing arm, QTL, contributed $1.3 billion to total revenue, while the Snapdragon Digital Chassis platform has secured 12 new design wins and 50 vehicle launches in the current fiscal year [2][3] - The company returned $3.8 billion to shareholders in the quarter, including $2.8 billion in buybacks and over $1 billion in dividends, aiming for 100% return of free cash flow to investors [5] - Analysts rate Qualcomm stock as a "Moderate Buy," with an average target price of $180.68, suggesting a potential upside of 10.8% from current levels [6] Super Micro Computer - Super Micro Computer, valued at $32.1 billion, is a key supplier of AI-optimized data center systems, collaborating with semiconductor giants like Nvidia and AMD [8] - The company reported a 47% year-over-year revenue increase to $22 billion in fiscal 2025, driven by strong global demand for AI data center systems [10] - Supermicro's adjusted earnings per share slightly decreased from $2.12 to $2.06 due to tariff pressures, despite the revenue growth [10] - The company has diversified its portfolio into enterprise IT, IoT, and telecommunications, although it recently lowered its revenue target for fiscal 2026 from $40 billion to $33 billion [11] - Analysts predict Supermicro's revenue will reach around $31.8 billion in fiscal 2026, with an additional 24.7% growth to $39.7 billion in fiscal 2027 [12] - The consensus rating for Supermicro stock is "Hold," with a highest price estimate of $60 suggesting an 11.2% potential surge over the next 12 months [13] Comparative Analysis - Both Qualcomm and Supermicro are positioned to benefit from the AI revolution, with Supermicro expected to outperform Qualcomm in near-term growth due to increasing AI server demand [14] - Qualcomm's broad portfolio and strong market position make it a more reliable long-term investment option compared to Supermicro [14]