QUALCOMM (QCOM) Aperçu de l'action
QUALCOMM Incorporated se consacre au développement et à la commercialisation de technologies fondamentales pour l'industrie du sans-fil dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 5/6 |
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QUALCOMM Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$204.90 |
| Plus haut sur 52 semaines | US$259.92 |
| Plus bas sur 52 semaines | US$121.99 |
| Bêta | 1.6 |
| Variation sur 1 mois | -12.21% |
| Variation sur 3 mois | 61.20% |
| Variation sur 1 an | 29.24% |
| Variation sur 3 ans | 72.13% |
| Variation sur 5 ans | 43.71% |
| Évolution depuis l'introduction en bourse | 36,326.67% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Seeking Alpha • Jun 23
Qualcomm: The Coiled Spring Of The AI Semiconductor Market
Summary Qualcomm (QCOM) is rated Strong Buy, presenting a rare undervalued anomaly in an overheated semiconductor market fixated on AI hype. QCOM trades at a forward P/E of ~21x, yet is poised for multiple expansion as data center and Edge AI revenues materialize. The company's energy-efficient 'cold silicon' architecture positions it to capture inference workloads and autonomous device markets, offering superior operational leverage. Material catalysts include ByteDance's adoption of QCOM server chips and accelerating auto/Edge AI growth, with potential for QCOM shares to more than double. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • 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.Seeking Alpha • Jun 23
Qualcomm: The Coiled Spring Of The AI Semiconductor Market
Summary Qualcomm (QCOM) is rated Strong Buy, presenting a rare undervalued anomaly in an overheated semiconductor market fixated on AI hype. QCOM trades at a forward P/E of ~21x, yet is poised for multiple expansion as data center and Edge AI revenues materialize. The company's energy-efficient 'cold silicon' architecture positions it to capture inference workloads and autonomous device markets, offering superior operational leverage. Material catalysts include ByteDance's adoption of QCOM server chips and accelerating auto/Edge AI growth, with potential for QCOM shares to more than double. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaNouveau récit • 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 comSeeking 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 AlphaRendement pour les actionnaires
| QCOM | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | -9.4% | -4.6% | -2.7% |
| 1Y | 29.2% | 82.4% | 18.6% |
Rendement vs Industrie: QCOM a sous-performé le secteur US Semiconductor qui a rapporté 82.4 % au cours de l'année écoulée.
Rendement vs marché: QCOM a dépassé le marché US qui a rapporté 18.6 % au cours de l'année écoulée.
Volatilité des prix
| QCOM volatility | |
|---|---|
| QCOM Average Weekly Movement | 11.7% |
| Semiconductor Industry Average Movement | 12.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de QCOM a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de QCOM ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1985 | 52,000 | Cristiano Amon | www.qualcomm.com |
QUALCOMM Incorporated se consacre au développement et à la commercialisation de technologies fondamentales pour l'industrie sans fil dans le monde entier. Elle opère par le biais de trois segments : Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) et Qualcomm Strategic Initiatives (QSI). Le segment QCT développe et fournit des circuits intégrés et des logiciels système dotés de technologies de connectivité et de calcul destinés aux appareils mobiles, aux systèmes automobiles pour la connectivité, au cockpit numérique et à l'ADAS/AD, ainsi qu'à l'IdO, y compris les appareils électroniques grand public, les appareils industriels et les produits de mise en réseau en périphérie.
QUALCOMM Incorporated Résumé des fondamentaux
| QCOM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$215.79b |
| Bénéfices(TTM) | US$9.92b |
| Recettes(TTM) | US$44.49b |
21.8x
Ratio P/E4.9x
Ratio P/SLe site QCOM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| QCOM compte de résultat (TTM) | |
|---|---|
| Recettes | US$44.49b |
| Coût des recettes | US$20.11b |
| Marge brute | US$24.38b |
| Autres dépenses | US$14.45b |
| Les revenus | US$9.92b |
Derniers bénéfices déclarés
Mar 29, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 9.42 |
| Marge brute | 54.80% |
| Marge bénéficiaire nette | 22.31% |
| Ratio dettes/capitaux propres | 56.0% |
Quelles ont été les performances à long terme de QCOM?
Voir les performances historiques et les comparaisonsDividendes
1.8%
Rendement actuel des dividendes39%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/26 12:27 |
| Cours de l'action en fin de journée | 2026/06/25 00:00 |
| Les revenus | 2026/03/29 |
| Revenus annuels | 2025/09/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
QUALCOMM Incorporated est couverte par 70 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |