QUALCOMM (QCOM) Aktienübersicht
QUALCOMM Incorporated beschäftigt sich mit der Entwicklung und Vermarktung grundlegender Technologien für die Mobilfunkbranche weltweit. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 5/6 |
Last Earnings Call
Q3 2026 · 29 Jul 2026Qualcomm’s Q3 2026 earnings were a mix of a revenue beat and an earnings miss. The company reported revenue of $9.95 billion, beating the analyst consensus of approximately $9.67 billion–$9.71 billion. However, non-GAAP EPS of $2.21 missed the consensus estimate of $2.22.
Management highlighted record automotive revenue ($1.6 billion, +61% YoY) and solid growth in IoT. However, financial performance was pressured by a 20% decline in handset revenue due to memory supply constraints. Qualcomm raised its fiscal 2029 non-handset revenue target to $40 billion and expects growth in this segment to exceed 60% in fiscal 2027. Management also warned of an accelerated decline in Apple modem revenue, which is expected to drop significantly in the December quarter as Qualcomm’s share of upcoming iPhone launches falls materially below its prior 20% forecast.
Market Reaction
Qualcomm shares fell nearly 6% to 8% in after-hours trading on July 29, 2026. Analysts cited the earnings miss, weak Q4 guidance, persistent memory supply constraints, and the accelerated decline in Apple-related revenue as the primary drivers for the negative market sentiment.
QCOM Community Fair Values
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Analyst Price Targets
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QUALCOMM Incorporated Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$162.68 |
| 52-Wochen-Hoch | US$259.92 |
| 52-Wochen-Tief | US$121.99 |
| Beta | 1.66 |
| 1 Monat Veränderung | -14.00% |
| 3 Monate Veränderung | -23.69% |
| 1 Jahr Veränderung | 5.82% |
| 3 Jahre Veränderung | 45.67% |
| 5 Jahre Veränderung | 12.65% |
| Veränderung seit IPO | 28,820.89% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 05
QCOM: AI Data Center And Auto Ramps Will Offset Handset Reset
QUALCOMM's updated analyst price target reflects a reset from earlier AI-fueled optimism, with cuts ranging from about $10 to over $90 per share as analysts balance weaker margin guidance, faster Apple revenue declines, and handset headwinds against growing expectations for Android, auto, and data center contributions. Analyst Commentary Recent research on Qualcomm shows a wide split between optimism around the long term AI and data center story and concern about margin pressure and the handset reset.Seeking Alpha • Jul 30
Qualcomm's Automotive Growth Supports The Buy Case
Summary Qualcomm remains a buy, trading at 12.9x forward GAAP earnings, well below sector and historical averages, despite cyclical handset weakness. QCT's pivot to automotive and IoT is accelerating, with combined revenues up 61% and 9% year-over-year, supporting the $40B non-handset revenue target by FY2029. The Handset segment faces a 20% revenue drop due to memory supply constraints, but margins remain resilient, and cash returns to shareholders are robust. Risks include customer concentration, Apple’s in-sourcing, China exposure, and Taiwan supply chain, but valuation offers downside support and upside on recovery. Read the full article on Seeking AlphaRecent updates
Narrative-Update • Aug 05
QCOM: AI Data Center And Auto Ramps Will Offset Handset Reset
QUALCOMM's updated analyst price target reflects a reset from earlier AI-fueled optimism, with cuts ranging from about $10 to over $90 per share as analysts balance weaker margin guidance, faster Apple revenue declines, and handset headwinds against growing expectations for Android, auto, and data center contributions. Analyst Commentary Recent research on Qualcomm shows a wide split between optimism around the long term AI and data center story and concern about margin pressure and the handset reset.Seeking Alpha • Jul 30
Qualcomm's Automotive Growth Supports The Buy Case
Summary Qualcomm remains a buy, trading at 12.9x forward GAAP earnings, well below sector and historical averages, despite cyclical handset weakness. QCT's pivot to automotive and IoT is accelerating, with combined revenues up 61% and 9% year-over-year, supporting the $40B non-handset revenue target by FY2029. The Handset segment faces a 20% revenue drop due to memory supply constraints, but margins remain resilient, and cash returns to shareholders are robust. Risks include customer concentration, Apple’s in-sourcing, China exposure, and Taiwan supply chain, but valuation offers downside support and upside on recovery. Read the full article on Seeking AlphaNarrative-Update • Jul 22
QCOM: AI Data Center Expansion Will Rebalance Handset And Index Headwinds
The updated analyst price target for Qualcomm rises from $168.50 to $221.23. Analysts point to higher modeled revenue growth, a richer future P/E assumption around AI data center and non-handset opportunities, and a slightly higher discount rate that reflects execution and competitive risks highlighted across recent research.
Narrative-Update • Jul 08
QCOM: AI Data Center Ambitions Will Not Offset Handset Downturn Risks
QUALCOMM's analyst fair value estimate has been lifted from $100 to about $130 as analysts factor in higher long term revenue growth and profit margins supported by the company's expanded AI data center and non handset ambitions, while maintaining a similar future P/E profile and slightly higher risk assumptions. Analyst Commentary Recent research on Qualcomm reflects a wide range of views, with many firms responding directly to the company's expanded AI data center plans and larger non handset revenue targets.
Narrative-Update • Jun 24
QCOM: AI Data Center ASIC Deals Will Drive Future Rerating
Analysts have nudged the Qualcomm fair value estimate higher to $272.17 from $257.08, reflecting updated assumptions that factor in slightly higher long-term revenue growth, a marginally higher discount rate, and a modestly richer future P/E multiple tied to the company's push into broader AI compute markets beyond handsets. Analyst Commentary Recent Street research around Qualcomm centers on how far the company can extend beyond its handset roots and build a broader AI compute business spanning edge devices, automotive and IoT, and data center.Narrative-Update • Jun 04
QCOM: AI Data Center Wins Will Not Offset Smartphone And Apple Risks
QUALCOMM's analyst fair value estimate has been reset from $132 to $100 as analysts factor in higher perceived risk, softer revenue growth assumptions, and lower projected profit margins, even while some on the Street continue to lift long term price targets tied to AI and semiconductor demand themes. Analyst Commentary Recent Street research shows a split view on QUALCOMM, with some firms lifting long term targets tied to AI and semiconductor themes while others flag valuation, execution, and end market risks.Narrative-Update • May 21
QCOM: AI Data Center Opportunity Will Drive Future Re Rating
Analysts have raised the fair value estimate for Qualcomm to $257.08 from $195.77, citing higher Street price targets around $200 to $220 and a growing focus on the stock's exposure to AI and data center opportunities, even as some remain cautious about handset and Apple-related headwinds. Analyst Commentary Recent Street research on Qualcomm shows a split tape, with some firms turning more cautious on handset exposure while others highlight AI and data center potential as key parts of the story.Narrative-Update • May 02
QCOM: Data Center And On Device AI Will Rebalance Handset Exposure
QUALCOMM's updated analyst price target of $168.50, up from $154.93, reflects analysts incorporating modestly higher revenue growth assumptions, a slightly lower discount rate, a higher future P/E multiple, and a small adjustment to profit margin expectations in light of the recent wave of target hikes and upgrades across major firms. Analyst Commentary Recent Street research on QUALCOMM shows a wide range of views, with several firms raising price targets or upgrading ratings and others cutting targets or moving to more cautious stances.Narrative-Update • Apr 18
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.Narrative-Update • Apr 04
QCOM: Data Center AI Inference Will Offset Handset Weakness Over Time
Analysts have trimmed their QUALCOMM fair value estimate by about $2 to roughly $155, as a series of price target cuts and downgrades, partly offset by a few upgrades highlighting potential in data center and diversification beyond handsets, feeds into slightly lower revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on QUALCOMM has turned more mixed, with several firms trimming ratings and price targets while a smaller group highlights potential upside tied to diversification and data center exposure.Narrative-Update • Mar 21
QCOM: AI Inference And Diversification Will Offset Handset And Apple Headwinds
QUALCOMM's analyst fair value estimate has been reset from about $193 to about $157 as analysts factor in a slightly higher discount rate, more cautious profit margin expectations, and recent downgrades citing share loss in a shrinking handset market and the expected roll off of Apple business. Analyst Commentary Recent Street research around QUALCOMM is mixed, with a cluster of cautious calls focused on handset exposure and Apple concentration, and a smaller group of more optimistic views pointing to diversification and new revenue pools.Narrative-Update • Mar 07
QCOM: AI Data Center And Advanced Nodes Will Balance Handset Risks
Analysts have nudged their long term price framework for Qualcomm slightly lower, trimming the future P/E assumption from 16.92x to 16.65x and modestly adjusting growth. They still point to potential upside in areas like AI data center, automotive and IoT as handset headwinds are reassessed across the Street.Narrative-Update • Feb 21
QCOM: AI And Advanced Node Progress Will Offset Handset And iPhone Content Risks
Analysts have lowered their fair value estimate for Qualcomm to $132 from $134, reflecting a series of recent price target cuts that rely on more cautious revenue growth assumptions, while projected profit margins and future P/E remain roughly unchanged. Analyst Commentary Recent Street research on Qualcomm has tilted more cautious, with a cluster of downgrades and price target trims pointing to increased concern about execution and growth risk in the handset business and related earnings power.Narrative-Update • Feb 07
QCOM: AI And Advanced Node Efforts Will Counter Handset Cycle Concerns
Analysts have trimmed their price targets on QUALCOMM, bringing our fair value estimate down to US$134.00 from about US$157.50. This reflects more cautious assumptions on revenue growth, profit margins, and future P/E after a series of target cuts and downgrades tied to handset market concerns.Narrative-Update • Jan 23
QCOM: Future AI Data Center And Android Strength Will Offset Handset Uncertainty
Analysts have trimmed their fair value estimate for Qualcomm to about US$157.50 from roughly US$159.45. This reflects slightly higher discount rate assumptions and updated views on revenue growth, margins, and future P/E multiples, following mixed price target moves and a broader reassessment of the company's handset and AI accelerator opportunities.Narrative-Update • Jan 09
QCOM: Premium Android Execution And AI Infrastructure Optionality Will Shape Balanced Outcomes
Analysts have nudged their fair value estimate for Qualcomm slightly higher to about $193, citing refreshed models that reflect recent price target increases following broad-based QCT strength, expanding premium-tier Android exposure, and growing attention on the company’s AI accelerator and data center opportunities. Analyst Commentary Recent Street research around Qualcomm highlights a mix of enthusiasm around execution in premium Android and AI, alongside caution on broader semiconductor sentiment and AI expectations.Narrative-Update • Dec 25
QCOM: Future AI And Android Momentum Will Balance Legal And Regulatory Risks
Analysts have raised their intrinsic value estimate for Qualcomm shares to approximately $159 from about $140, reflecting stronger expected top line growth, modestly higher margins, and increasing confidence that AI driven demand and premium Android share gains will support a richer earnings profile over time, despite a slightly higher perceived risk. Analyst Commentary Recent Street research on Qualcomm reflects a generally constructive view on the company, particularly around premium Android strength, AI exposure, and diversification beyond handsets.Narrative-Update • Dec 11
QCOM: Premium Android Strength And Emerging AI Inference Will Drive Balanced Future Outcomes
Analysts have modestly raised their price target on Qualcomm to about $205, citing broad based strength in premium Android handsets, autos and IoT; a solid earnings beat; and growing optionality from the company’s emerging AI and data center accelerator initiatives. Analyst Commentary Bullish analysts see Qualcomm's latest quarter as reinforcing a multi year growth narrative, with upside driven by premium Android share gains, expanding auto and IoT businesses, and early traction in AI accelerators.Narrative-Update • Nov 26
QCOM: Premium Android Demand And AI Expansion Will Drive Future Gains Despite Risks
QUALCOMM's analyst price target has increased modestly from $187.71 to $191.80, as analysts cite stronger than expected premium Android performance, resilient profit margins, and optimism surrounding the company's AI initiatives and diversified growth outlook. Analyst Commentary Recent analyst notes on QUALCOMM provide a nuanced outlook, highlighting both encouraging developments and lingering uncertainties for the company’s growth and valuation prospects.Narrative-Update • Nov 10
QCOM: Premium Android Demand And AI Expansion Will Balance Competitive Risks Ahead
The fair value estimate for QUALCOMM has been raised from $179.67 to $187.71. Analysts cite recent healthy results, robust demand for premium Android devices, success in new product launches, and expanding opportunities in AI and diversified end markets as reasons for this increase.
Narrative-Update • Oct 29
At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow
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.Narrative-Update • Oct 27
AI Momentum And Datacenter Deals Will Drive Broader Market Confidence Ahead
QUALCOMM's analyst price target has edged up from $177.71 to $179.67 per share as analysts cite building momentum from new AI product launches, expanding datacenter partnerships, and growing confidence in the company's ongoing strategic transformation. Analyst Commentary Analyst opinions remain mixed following Qualcomm's recent AI announcements, with both optimism and caution reflected in the latest research notes.Narrative-Update • Sep 04
AI, IoT And Data Center Expansion Will Unlock Future Upside
Analysts maintain a stable price target for QUALCOMM at $177.71, supported by optimism in diversification into automotive, AI, and IoT despite conservative near-term guidance, as recent results slightly exceeded expectations and management’s transformation efforts bolster confidence in future growth. Analyst Commentary Bullish analysts highlight building momentum from emerging opportunities in advanced driver-assistance systems, robotics, personal AI devices, datacenter, and industrial automation, forecasting stronger fundamentals starting fiscal 2027.Aktionärsrenditen
| QCOM | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 0.006% | -0.2% | 0.09% |
| 1Y | 5.8% | 55.2% | 19.0% |
Rendite im Vergleich zur Industrie: QCOM unter dem Niveau der Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 55.2% erzielte.
Rendite vs. Markt: QCOM hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 19 erzielte.
Preisvolatilität
| QCOM volatility | |
|---|---|
| QCOM Average Weekly Movement | 10.3% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: QCOM hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: QCOMDie wöchentliche Volatilität (10%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1985 | 52,000 | Cristiano Amon | www.qualcomm.com |
QUALCOMM Incorporated befasst sich weltweit mit der Entwicklung und Vermarktung von Basistechnologien für die Mobilfunkbranche. Das Unternehmen ist in drei Geschäftsbereichen tätig: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) und Qualcomm Strategic Initiatives (QSI). Der Geschäftsbereich QCT entwickelt und liefert integrierte Schaltkreise und Systemsoftware mit Konnektivitäts- und Rechentechnologien für den Einsatz in Mobilgeräten, in Automobilsystemen für Konnektivität, digitale Cockpits sowie ADAS/AD und im Bereich IoT, einschließlich Unterhaltungselektronik, Industriegeräten und Edge-Netzwerkprodukten.
QUALCOMM Incorporated's Grundlagenzusammenfassung
| QCOM grundlegende Statistiken | |
|---|---|
| Marktanteil | US$173.21b |
| Gewinn(TTM) | US$9.26b |
| Umsatz(TTM) | US$44.07b |
18.8x
Kurs-Gewinn-Verhältnis 3.9x
Kurs-Umsatz-VerhältnisIst QCOM zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| QCOM Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$44.07b |
| Kosten der Einnahmen | US$20.17b |
| Bruttogewinn | US$23.90b |
| Sonstige Ausgaben | US$14.64b |
| Gewinn | US$9.26b |
Zuletzt gemeldete Gewinne
Jun 28, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 8.67 |
| Bruttomarge | 54.23% |
| Nettogewinnspanne | 21.01% |
| Schulden/Eigenkapital-Verhältnis | 55.2% |
Wie hat sich QCOM auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
2.3%
Aktuelle Dividendenrendite41%
AusschüttungsquoteZahlt QCOM eine zuverlässige Dividende?
Siehe QCOM Dividendenhistorie und Benchmarks| QUALCOMM Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Sep 03 2026 |
| Datum der Dividendenzahlung | Sep 24 2026 |
| Tage bis Ex-Dividende | 22 days |
| Tage bis zum Datum der Dividendenzahlung | 43 days |
Zahlt QCOM eine zuverlässige Dividende?
Siehe QCOM Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/11 00:39 |
| Aktienkurs zum Tagesende | 2026/08/11 00:00 |
| Gewinne | 2026/06/28 |
| Jährliche Einnahmen | 2025/09/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
QUALCOMM Incorporated wird von 73 Analysten beobachtet. 33 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |