Qualcomm (QCOM) stock has decreased by 7.1% over the past 21 trading days. The recent decline is indicative of renewed worries regarding the challenges in the handset business and possible losses related to Apple modems; however, significant drops like this often provoke a more difficult question: is this dip short-lived, or does it signal more profound issues within the company?
Qualcomm Incorporated trades at a discounted 14x forward P/E, reflecting over-penalized Apple headwinds despite robust diversification and execution. QCOM's Android handset revenues grew 10% YoY, and automotive QCT revenues surged 36% to nearly $4B in fiscal 2025, highlighting successful expansion. Management assumes Apple revenue goes to zero by 2027 and is aggressively shifting to autos, data centers, and AI inference with tangible wins.
Qualcomm offers attractive value, trading at 15x earnings with a 6.7% FCF yield and 2.0% dividend yield, despite market skepticism. QCOM's strength lies in edge/on-device AI, energy efficiency, and connectivity, not competing directly with Nvidia's data center dominance. Market concerns over Apple's integration and customer concentration are largely priced in, with QCOM's forward P/E reflecting modest EPS growth expectations.
VWAGY teams up with Qualcomm to power SDVs, enabling Level 4 driving, zonal architecture and AI infotainment by 2027.
About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
Shares of QUALCOMM Incorporated (NASDAQ: QCOM - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twenty-one research firms that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, eight have given a hold rating and twelve have assigned a buy rating
Qualcomm (NASDAQ:QCOM) hasn't enjoyed the same success as other AI stocks, with its shares only up by 15% over the past five years.
FengHe Fund Management Pte. Ltd. bought a new stake in QUALCOMM Incorporated (NASDAQ: QCOM) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 67,500 shares of the wireless technology company's stock, valued at approximately $11,229,000. QUALCOMM accounts
Stock News California billionaire tax splits tech leaders: Nvidia (NVDA) CEO Jensen Huang said he's âfineâ with a proposed one-time 5% California wealth tax
QCOM partners with Hyundai Mobis to co-develop SDVs and ADAS, leveraging Snapdragon Ride Flex for smarter, more efficient vehicles.
A potential slowdown in smartphone spending put pressure on Qualcomm (QCOM) shares on Friday, as analysts warned that weaker demand from a key customer could we
Recently, Zacks.com users have been paying close attention to Qualcomm (QCOM). This makes it worthwhile to examine what the stock has in store.
JPMorgan is moving into the bull camp for Southwest Airlines (LUV) after holding an underweight rating until today. Diane King Hall talks about the firm's newfound bull case in an "attractively profitable" outlook.
Mizuho Securities downgrades Qualcomm stock to Neutral from Outperform.
Across Las Vegas this week, tech companies used the CES trade show to reveal their visions of a future filled with physical artificial intelligence. Nvidia, AMD and Qualcomm made splashy robot-related announcements, and Google's DeepMind said it would work with Boston Dynamics, to develop new AI models for its Atlas robot.
CX Institutional lessened its position in shares of QUALCOMM Incorporated (NASDAQ: QCOM) by 68.5% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,335 shares of the wireless technology company's stock after selling 29,010 shares during the period. CX Institutional's holdings in
Shares of tech giant Qualcomm Inc. NASDAQ: QCOM jumped roughly 3.5% on Tuesday, Jan. 6, lifting the stock back toward the $183 area. That level is not random.
JPMorgan analyst Samik Chatterjee said his team hosted a booth tour with Qualcomm Inc's (NASDAQ: QCOM) management at CES 2026, where the company highlighted a broad and increasingly competitive PC product portfolio.
Volkswagen plans a long-term supply deal with U.S. chip designer Qualcomm to deliver infotainment technology for the German carmaker's new software platform.
Stock News Trump targets Wall Street homebuying: President Trump proposed banning large institutional investors from purchasing single-family homes, sending sha