QUALCOMM Incorporated

Report azionario NasdaqGS:QCOM

Capitalizzazione di mercato: US$186.6b

QUALCOMM Crescita futura

Criteri Future verificati 1/6

Si prevede che gli utili di QUALCOMM diminuiranno a 2.4% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 1.9% all'anno. Si prevede che l'EPS diminuirà di 2.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà 35.3% in 3 anni.

Informazioni chiave

-2.4%

Tasso di crescita degli utili

-2.71%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili26.0%
Tasso di crescita dei ricavi1.9%
Rendimento futuro del capitale proprio35.31%
Copertura analitica

Good

Ultimo aggiornamento01 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Qualcomm Q2 Earnings Preview: AI Optionality Is Back In Focus

Apr 25

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

QUALCOMM (NASDAQ:QCOM) Is Increasing Its Dividend To $0.89

May 06
QUALCOMM (NASDAQ:QCOM) Is Increasing Its Dividend To $0.89

Qualcomm: Cheap For A Reason

Apr 28

Why Qualcomm Stock Is A Buy Before Q2 Earnings Release

Apr 22

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

Mar 18

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

Qualcomm: Moving Beyond Apple

Feb 13

Qualcomm: Prime Position For Growth

Feb 03

Qualcomm: Riding The AI Wave

Jan 17

Why Qualcomm's Future Isn't Just Phones

Jan 08

QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere

Dec 26

Qualcomm Stock Is Ready To Break Out (Technical Analysis)

Dec 03

Qualcomm: Take Time To Savor Its AI Gains

Nov 27

Qualcomm: Why I'm Bullish On Both Fundamental And Technical Indicators

Nov 18

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:QCOM - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/202846,47310,27411,78413,72614
9/30/202742,5348,42910,91312,51832
9/30/202642,35213,51212,01013,38828
3/29/202644,4869,92412,50214,285N/A
12/28/202544,8675,36512,92614,390N/A
9/28/202544,2845,54112,82014,012N/A
6/29/202543,25711,57311,62212,663N/A
3/30/202542,28611,01511,70612,840N/A
12/29/202440,69610,47912,73613,840N/A
9/29/202438,96210,11011,16112,202N/A
6/23/202437,3498,82412,56713,645N/A
3/24/202436,4078,45112,25313,250N/A
12/24/202336,2927,8779,88711,153N/A
9/24/202335,8207,3399,84911,299N/A
6/25/202338,5848,6336,8648,655N/A
3/26/202341,07010,6286,8548,893N/A
12/25/202242,95811,8608,05710,134N/A
9/25/202244,20012,9866,8349,096N/A
6/26/202242,14112,8616,6698,727N/A
3/27/202239,26411,1597,1959,205N/A
12/26/202136,0369,9877,4169,418N/A
9/26/202133,5669,0438,64810,536N/A
6/27/202132,5769,2059,39411,200N/A
3/28/202129,4098,0227,9819,699N/A
12/27/202026,6896,7286,2917,871N/A
9/27/202023,5315,1984,4075,814N/A
6/28/202019,9992,7443,9245,300N/A
3/29/202024,7414,0487,1318,337N/A
12/29/201924,5084,243N/A8,048N/A
9/29/201924,2734,386N/A7,286N/A
6/30/201925,2373,367N/A5,636N/A
3/31/201921,1802,420N/A2,780N/A
12/30/201821,4182,087N/A2,502N/A
9/30/201822,611-4,964N/A3,908N/A
6/24/201822,737-4,282N/A6,755N/A
3/25/201822,531-4,618N/A4,873N/A
12/24/201722,327-4,199N/A5,177N/A
9/24/201722,2582,445N/A5,001N/A
6/25/201722,5713,896N/A4,661N/A
3/26/201723,2434,474N/A6,330N/A
12/25/201623,7784,889N/A6,247N/A
9/25/201623,5545,705N/A7,632N/A
6/26/201622,8265,168N/A7,000N/A
3/27/201622,6144,908N/A7,276N/A
12/27/201523,9574,797N/A5,881N/A
9/27/201525,2815,271N/A5,506N/A
6/28/201526,5176,103N/A5,441N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di QCOM diminuiranno nei prossimi 3 anni ( -2.4% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di QCOM diminuiranno nei prossimi 3 anni ( -2.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di QCOM diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di QCOM ( 1.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di QCOM ( 1.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di QCOM sarà elevato tra 3 anni ( 35.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 04:11
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2026/03/29
Utili annuali2025/09/28

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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. 32 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.

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