5G And Edge AI Will Energize Connected Ecosystems

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

01 Jun 25

Updated

24 Jun 26

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234

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Shared on 24 Jun 26

Fair value Increased 5.87%

QCOM: AI Data Center ASIC Deals Will Drive Future Rerating

Qualcomm is making a bigger push into AI chips for data centers, and early signs include a large customer deal plus talk of buying smaller AI chip companies to speed things up. Investors are now watching the next company event for clearer targets and proof it can stand out in a crowded field as it expands beyond phones.

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Shared on 21 May 26

Fair value Increased 31%

QCOM: AI Data Center Opportunity Will Drive Future Re Rating

Wall Street is warming to Qualcomm’s chances in AI and data centers, arguing the market may be missing a new growth engine even as phones and Apple-related worries linger. The latest analyst shifts suggest the next big question is whether Qualcomm can turn partnerships and design wins into real traction outside smartphones.

68 views

Shared on 18 Apr 26

Fair value Decreased 9.56%

QCOM: Diversification Into Automotive IoT And Data Center Will Drive Re Rating

Analysts trimmed their Qualcomm fair value estimate to about $196 from roughly $216, reflecting lower modeled revenue growth, a higher discount rate, and mixed views on smartphone demand, even as investors remain interested in the company’s profitability and diversification efforts. Analyst Commentary Recent Street research on Qualcomm points to a mixed backdrop, but there are several constructive themes emerging around diversification, data center exposure, and longer term growth drivers outside of core handsets.

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5G And Edge AI Will Energize Connected Ecosystems

QCOM: AI Data Center ASIC Deals Will Drive Future Rerating

QCOM: AI Data Center Opportunity Will Drive Future Re Rating

QCOM: Diversification Into Automotive IoT And Data Center Will Drive Re Rating

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