QUALCOMM

At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow

niteco

Invested

Community Contributor

Published

17 Oct 25

Updated

29 Oct 25

n/a

niteco's Fair Value

n/a

4.5%

3.4%

4.5%

3.4%

You can edit this narrative until Oct 30 12:20 AM. Then, changes will post as Updates.

Author's Valuation

US$30043.1% undervalued

niteco's Fair Value

Narrative

Updates1

Shared on 29 Oct 25

Fair value Increased 20%

In addition to edge computing, recent developments show that there are also opportunities for QCOM to leverage their expertise in energy & cooling efficiency within data centers - their new rack series is well positioned to be a highly efficient and low cost NPU, plenty of opportunity to be selected on anything besides training models. Deals with HUMAIN, IRDM, and other companies along with this NPU use in data centers alongside the prior items outlined (I.e. edge computing) give me even further optimism.

niteco'sFair Value

US$300

43.1% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

2.62%

Semiconductors revenue growth rate

0.92%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.78%

Calculation

US$30.15b

Earnings '30

15.22x

PE Ratio '30

US$458.88b

Market Cap '30

US$458.88b

Market Cap '30

932.31m

No. shares '30

US$492.20

Share Price '30

US$492.20 Share Price '30

Discounted to 2025 @ 10.41% p.a.

US$300.05

Fair Value '25