Core Viewpoint - Qualcomm Inc is positioned for near-term growth due to strong smartphone demand, increased chip share in Apple's iPhone 17, and expanding opportunities in AI [1][2][3] Group 1: Financial Projections - Analyst Samik Chatterjee maintains an Overweight rating on Qualcomm, raising the price forecast from $200 to $210 [2] - For fiscal Q4 2025, projected revenue is $10.9 billion, exceeding consensus of $10.7 billion, with adjusted EPS of $2.90 compared to $2.85 consensus [6] - For fiscal Q1 2026, anticipated revenue is $11.9 billion, above the Street's $11.6 billion view, with EPS of $3.34 versus expectations of $3.25 [7] Group 2: Market Position and Trends - Qualcomm's modem share in new iPhones is expected to reach about 90%, up from a previous estimate of 70%, due to limited impact from Apple's in-house modem [5] - Handset revenue is projected to increase by 7% quarter-over-quarter, driven by robust smartphone demand and higher market share with Apple [6] Group 3: Segment Performance - The automotive and IoT segments are expected to grow more than 20% in fiscal 2026, contributing to revenue diversification [9] - Qualcomm's AI datacenter products (AI200 and AI250) are highlighted as key growth catalysts, with data center revenue projected to reach $1.4 billion by fiscal 2027 [9] Group 4: Competitive Landscape - Qualcomm's share of Samsung's flagship devices is expected to return to approximately 70%, which may lead to a revenue decline to $10.6 billion in a future quarter [8] - The company faces potential headwinds of $800 million in fiscal Q2 2026 due to Samsung reintroducing its in-house Exynos chipsets [7]

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...

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If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Loar Holdings Inc. (NYSE: LOAR ), a supplier in the aerospace and defense industry, saw its share prices increase 23.6% since my last report , slightly outperforming the S&P 500’s 23% gain. The company reached my base caseDhierin-Perkash Bechai is ...

Core Viewpoint - Palantir has emerged as one of the leading AI stocks on Wall Street, closely following Nvidia in popularity and market interest [1] Company Summary - Palantir is recognized for its strong position in the AI sector, indicating significant investor interest and potential for growth [1] Industry Summary - The AI industry is experiencing a surge in stock performance, with Palantir being a notable player alongside Nvidia, highlighting the competitive landscape and investment opportunities within the sector [1]

PresentationZafar AzizDeutsche Bank Aktiengesellschaft Hello, and welcome to the Deutsche Bank Virtual Investor Conference, dbVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by 51Talk from China. Before I introduce our speaker, a few points to note. [Operator Instructions] All of today's presentation is recorded and can be accessed by the Deutsche Bank website, adr.db.com. I'm happy now to hand over to 51Talk. ...

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Key Takeaways Broadridge's Q1 adjusted EPS rose 51% year over year to $1.51, beating estimates by 27%. Total revenues grew 11.7% to $1.59 billion, led by gains in both business segments. Recurring revenues climbed 9% to $977 million, supporting solid margin expansion.Broadridge Financial Solutions, Inc. (BR) reported impressive first-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate.Adjusted earnings of $1.51 per share topped the consensus mark by 27% and increase ...

Key Takeaways RGTI is seeing stronger demand as hybrid quantum-classical platforms gain enterprise and research interest.RGTI secured $5.7M in Novera system orders and a $5.8M Air Force contract for quantum networking tech.RGTI's deal with NVIDIA's NVQLink positions it within a broader accelerated-computing ecosystem.Rigetti Computing (RGTI)  appears to be building tangible momentum as growing interest in hybrid quantum-classical platforms drives stronger inbound demand across government, research, and comm ...