QUALCOMM Incorporated

Informe acción NasdaqGS:QCOM

Capitalización de mercado: US$251.0b

QUALCOMM Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Los beneficios de QUALCOMM han disminuido a una tasa media anual de -3.8%, mientras que en la industria Semiconductor los beneficios crecieron en un 1.8% anualmente. Los ingresos han ido creciendo a una tasa media de 4.7% al año. La rentabilidad financiera de QUALCOMM es de 36.4%, y sus márgenes netos son de 22.3%.

Información clave

-3.84%

Tasa de crecimiento de los beneficios

-3.16%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos4.75%
Rentabilidad financiera36.38%
Margen neto22.31%
Última actualización de beneficios29 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa • 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.
Seeking Alpha • May 12

Qualcomm Breakout Gains Steam After New 52-Week High

Summary Qualcomm Incorporated has delivered a solid 39.5% YTD return but trails peers like INTC and MU in the semiconductor rally. QCOM is pivoting beyond cyclical handset chips into data centers, robotics, and upcoming 6G technology, targeting less cyclical, higher-growth markets. The semiconductor sector may be entering a 'golden age' of steady, utility-like growth, driven by IoT proliferation and edge computing. QCOM's dividend growth and strategic expansion position it for continued upside, though recent gains lag top-performing peers. Read the full article on Seeking Alpha
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Seeking Alpha • Apr 28

Qualcomm: Cheap For A Reason

Summary QCOM is undervalued due to its dependence on the cyclical mobile phone market and potential loss of Apple revenue. Despite diversification efforts, the company remains heavily reliant on handset sales, with IoT showing weak performance and automotive growth being incremental. Tariff risks and potential loss of Chinese OEMs pose significant threats, while the loss of Apple modem revenue is a certainty. Given the risks and modest upside, I rate QCOM as a Hold, pending significant traction in IoT or extended Apple modem use. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Why Qualcomm Stock Is A Buy Before Q2 Earnings Release

Summary I maintain a "Buy" rating on Qualcomm (QCOM) due to its resilient business model, strong cash flow, and significant shareholder returns, despite recent market sell-off. Qualcomm's Q1 2025 earnings exceeded expectations with record revenues of ~$11.7 billion and non-GAAP EPS of $3.41, driven by strong QCT and IoT segment performance. Qualcomm's legal victory against Arm Holdings removes a major overhang, enhancing its expansion potential in PCs, automotive, and AI-driven devices. Despite uncertainties like U.S.-China trade tensions and Apple's potential exit, Qualcomm's diversified growth and undervalued stock price present a >22% upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Qualcomm: Raising My Price Target Despite The AI Growth Story In Question

Summary I maintain a buy rating on QCOM, seeing shares as significantly undervalued, despite recent underperformance and solid earnings growth. Qualcomm's Q1 FY 2025 results were strong, driven by robust returns from its QCT portfolio, with notable growth in IoT and automotive segments. Risks include competition, uncertainties with Huawei, and potential margin pressures from rising manufacturing costs. Technically, QCOM shows a mixed but generally constructive pattern, with near-term support at $150 and a potential breakout above the mid-$170s. Read the full article on Seeking Alpha
Nueva narrativa • Mar 04

Why Qualcomm’s Growth Is Just Starting

Strong Start to FY2025: Record Revenues and EPS GrowthQualcomm (QCOM) started off on a strong note in Fiscal Year 2025 by posting historic revenues of $11.7 billion, up 18% year-on-year (YoY). The com
Seeking Alpha • Feb 13

Qualcomm: Moving Beyond Apple

Summary Qualcomm Incorporated is rapidly diversifying beyond handsets, targeting $22 billion in non-handset revenue by 2029, driven by AI, automotive, and IoT segments. Apple’s shift to in-house modems poses risks, but Qualcomm's diversified growth in AI PCs, smart glasses, and automotive sectors offsets potential losses. QCOM stock is undervalued, trading at ~15x FY25 EPS, with strong cash flows enabling share repurchases and a 2% dividend yield. Despite risks, Qualcomm's edge AI inferencing and robust non-handset opportunities make it a compelling buy at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

Qualcomm: Prime Position For Growth

Summary Qualcomm is a global tech leader in wireless connectivity, AI, and IoT, but relies heavily on major customers like Apple, Samsung, and Xiaomi. Investors should monitor Qualcomm's key customers, as shifts like Apple's in-house modem development could impact Qualcomm's revenue. Qualcomm's push into the PC market faces challenges from dominant players Intel and AMD, potentially hindering future growth. Close attention to industry trends and customer performance is essential for evaluating Qualcomm's investment potential. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Qualcomm: Riding The AI Wave

Summary Qualcomm is diversifying beyond smartphones into automotive, IoT, and AI, with significant revenue growth in automotive and IoT segments. On-device AI is a key focus, with Qualcomm's specialized hardware like the Hexagon NPU and Oryon CPU cores enhancing performance and efficiency. The automotive segment shines, with Snapdragon digital chassis solutions driving revenue. Qualcomm aims to dominate ADAS and self-driving markets. Financially strong, Qualcomm reported 19% YOY revenue growth, robust EPS, and significant shareholder returns, despite dependency on major clients and geopolitical risks. Read the full article on Seeking Alpha
Seeking Alpha • Jan 08

Why Qualcomm's Future Isn't Just Phones

Summary Qualcomm achieved 9% YoY revenue growth and 21% YoY EPS growth in FY24. Qualcomm targets $14B IoT revenue by FY29, $9B automotive revenue by FY31, and 70% PC notebook share by CY26. Design win pipeline grew 246% to $45B from CY21 to CY24, leveraging Snapdragon Digital Chassis. Qualcomm projects IoT revenues to grow 2.5x by FY29, fueled by AI and processing demand. Qualcomm aims for a 50/50 revenue split between the handset and non-handset businesses by 2030, reducing risks. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere

Summary Qualcomm is diversifying beyond mobile handsets into automotive, IoT, and PCs, driven by edge-AI applications, boosting growth and reducing reliance on the mature mobile market. The company's Snapdragon platforms are well-positioned for edge-AI, with significant traction in automotive and IoT, and promising new Snapdragon X processors for PCs. Despite strong financials and growth potential, Qualcomm faces considerable risks from its high dependence on the Chinese market and potential trade tensions. While the stock is attractively priced and benefits from AI-driven tailwinds, the significant China-related risks make a full entry currently unwarranted. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero QUALCOMM. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).

Historial de beneficios e ingresos

NasdaqGS:QCOM Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
29 Mar 2644,4869,9243,4439,511
28 Dec 2544,8675,3653,2529,265
28 Sep 2544,2845,5413,1109,042
29 Jun 2543,25711,5732,9618,974
30 Mar 2542,28611,0152,8549,007
29 Dec 2440,69610,4792,8559,027
29 Sep 2438,96210,1102,7598,893
23 Jun 2437,3498,8242,6278,726
24 Mar 2436,4078,4512,5808,689
24 Dec 2336,2927,8772,4878,663
24 Sep 2335,8207,3392,4838,818
25 Jun 2338,5848,6332,5378,861
26 Mar 2341,07010,6282,5768,692
25 Dec 2242,95811,8602,5858,515
25 Sep 2244,20012,9862,5708,194
26 Jun 2242,14112,8612,5057,895
27 Mar 2239,26411,1592,4477,706
26 Dec 2136,0369,9872,3807,453
26 Sep 2133,5669,0432,3397,176
27 Jun 2132,5769,2052,2726,879
28 Mar 2129,4098,0222,1876,535
27 Dec 2026,6896,7282,1136,222
27 Sep 2023,5315,1982,0745,975
28 Jun 2019,9992,7442,0725,834
29 Mar 2024,7414,0482,1065,694
29 Dec 1924,5084,2432,1975,535
29 Sep 1924,2734,3862,1955,398
30 Jun 1925,2373,3672,0915,350
31 Mar 1921,1802,4202,1815,383
30 Dec 1821,4182,0872,1855,474
30 Sep 1822,611-4,9642,9865,625
24 Jun 1822,737-4,2822,4225,628
25 Mar 1822,531-4,6182,4205,601
24 Dec 1722,327-4,1992,4005,577
24 Sep 1722,2582,4452,4295,455
25 Jun 1722,5713,8962,2705,265
26 Mar 1723,2434,4742,2335,146
25 Dec 1623,7784,8892,2675,070
25 Sep 1623,5545,7052,2865,141
26 Jun 1622,8265,1682,2785,269
27 Mar 1622,6144,9082,2825,406
27 Dec 1523,9574,7972,2225,477
27 Sep 1525,2815,2712,2725,476
28 Jun 1526,5176,1032,2435,482

Ingresos de calidad: QCOM tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(22.3%) de QCOM son inferiores a los del año pasado (26%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de QCOM han disminuido en un 3.8% al año en los últimos 5 años.

Acelerando crecimiento: QCOM ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: QCOM tuvo un crecimiento negativo de los beneficios (-9.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Semiconductor (18.7%).

Rentabilidad financiera

Alta ROE: La rentabilidad financiera (36.4%) de QCOM se considera alta.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

7D

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 21:37
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/29
Ingresos anuales2025/09/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

QUALCOMM Incorporated está cubierta por 72 analistas. 34 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
S. H. LinAletheia Analyst Network Limited
Stefan ChangAletheia Analyst Network Limited
Warren LauAletheia Analyst Network Limited