大行评级丨美银:上调高通目标价至215美元 QCT业务表现全面强劲
Core Viewpoint - Bank of America Securities reports that Qualcomm's Q3 revenue grew by 10%, surpassing market expectations of 5.1% due to a 13.2% increase in QCT business revenue, which was above the anticipated 7.7% [1] Revenue Performance - QCT business showed strong performance with revenue growth in mobile, automotive, and IoT segments at 14.2%, 17.1%, and 7.4% respectively, all exceeding market expectations [1] Earnings Forecast and Target Price - The firm raised its earnings forecast to align with the company's guidance and increased the target price from $200 to $215, maintaining a "Buy" rating [1]