QUALCOMM Incorporated· QCOM

Qualcomm: A Long-Term Play That Demands Patience

Qualcomm has significantly underperformed the semiconductor sector, returning only 16% over five years versus SOXX's 227%, due to handset dependency. I rate QCOM a 'Strong Buy' with a $360/share FY 2029 target, driven by aggressive diversification into non-handset segments like AI, automotive, and robotics. QCOM targets $40 billion in non-handset revenue and >$18 EPS by FY 2029, with hyperscaler wins and AI accelerators as key growth drivers.

Marvell Rises 6% as Beaten-Down AI Silicon Bounces, Qualcomm Barely Budges

AI silicon is catching a bid Friday morning while the broader U.S. market leaks lower, and the leadership is coming squarely from the names beaten down over the past few sessions.

Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% Upside From Here

Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in the group.

QCOM's Japan Robotics Outlay Targets Edge AI: Reason to Buy the Stock?

Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.

Is Qualcomm an Undervalued Semiconductor Stock to Buy Right Now?

Management is excited about its prospects in the data center market.

Qualcomm (QCOM) PT Raised to $400 at Baird

Qualcomm price target lowered to $180 from $245 at Barclays

Qualcomm price target lowered to $160 from $250 at RBC Capital

Qualcomm price target lowered to $159 from $179 at Evercore ISI

Qualcomm price target lowered to $170 from $265 at Wells Fargo