QUALCOMM (QCOM) Panoramica del titolo
QUALCOMM Incorporated è impegnata nello sviluppo e nella commercializzazione di tecnologie fondamentali per il settore wireless in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 5/6 |
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Concorrenti di QUALCOMM Incorporated
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$183.98 |
| Massimo di 52 settimane | US$259.92 |
| Minimo di 52 settimane | US$121.99 |
| Beta | 1.64 |
| Variazione di 1 mese | -13.10% |
| Variazione a 3 mesi | 38.50% |
| Variazione di 1 anno | 19.24% |
| Variazione a 3 anni | 49.09% |
| Variazione a 5 anni | 32.56% |
| Variazione dall'IPO | 32,607.56% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 08
Qualcomm: A Desperate Shift That Won't Change The Sentiment
Summary Qualcomm faces structural headwinds as its legacy smartphone business weakens and customer concentration risk rises, notably with Apple. QCOM's net income surge to $7.3B was driven by a one-time $5.1B tax benefit, masking underlying EBIT and margin declines. Management targets $15B in data center revenue by 2029, but only $1B is contractually committed, raising skepticism about execution and capital allocation. I rate QCOM a Sell due to deteriorating core margins, uncertain data center traction, and lack of clear long-term growth catalysts. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.Recent updates
Seeking Alpha • Jul 08
Qualcomm: A Desperate Shift That Won't Change The Sentiment
Summary Qualcomm faces structural headwinds as its legacy smartphone business weakens and customer concentration risk rises, notably with Apple. QCOM's net income surge to $7.3B was driven by a one-time $5.1B tax benefit, masking underlying EBIT and margin declines. Management targets $15B in data center revenue by 2029, but only $1B is contractually committed, raising skepticism about execution and capital allocation. I rate QCOM a Sell due to deteriorating core margins, uncertain data center traction, and lack of clear long-term growth catalysts. Read the full article on Seeking AlphaAggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| QCOM | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -1.3% | -0.8% | -0.9% |
| 1Y | 19.2% | 66.0% | 19.4% |
Ritorno vs Industria: QCOM ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 66 % nell'ultimo anno.
Rendimento vs Mercato: QCOM ha eguagliato il mercato US che ha restituito 19.4 % nell'ultimo anno.
Volatilità dei prezzi
| QCOM volatility | |
|---|---|
| QCOM Average Weekly Movement | 12.2% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di QCOM è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di QCOM è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1985 | 52,000 | Cristiano Amon | www.qualcomm.com |
QUALCOMM Incorporated è attiva nello sviluppo e nella commercializzazione di tecnologie fondamentali per il settore delle comunicazioni wireless a livello mondiale. La società opera attraverso tre segmenti: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); e Qualcomm Strategic Initiatives (QSI). Il segmento QCT sviluppa e fornisce circuiti integrati e software di sistema con tecnologie di connettività e di elaborazione destinati ai dispositivi mobili; sistemi automobilistici per la connettività, il cockpit digitale e i sistemi ADAS/AD; e l’IoT, inclusi dispositivi elettronici di consumo, dispositivi industriali e prodotti per le reti edge.
QUALCOMM Incorporated Riepilogo dei fondamenti
| QCOM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$199.37b |
| Utili (TTM) | US$9.92b |
| Ricavi(TTM) | US$44.49b |
19.5x
Rapporto P/E4.4x
Rapporto P/SQCOM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| QCOM Conto economico (TTM) | |
|---|---|
| Ricavi | US$44.49b |
| Costo del fatturato | US$20.11b |
| Profitto lordo | US$24.38b |
| Altre spese | US$14.45b |
| Utili | US$9.92b |
Ultimi utili riportati
Mar 29, 2026
Prossima data di guadagno
Jul 29, 2026
| Utile per azione (EPS) | 9.42 |
| Margine lordo | 54.80% |
| Margine di profitto netto | 22.31% |
| Rapporto debito/patrimonio netto | 56.0% |
Come si è comportato QCOM nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.0%
Rendimento attuale del dividendo39%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/13 22:04 |
| Prezzo dell'azione a fine giornata | 2026/07/13 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/09/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
QUALCOMM Incorporated è coperta da 71 analisti. 31 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |