QUALCOMM（QCOM）株式概要
QUALCOMM Incorporatedは、世界中のワイヤレス業界における基盤技術の開発と商業化に取り組んでいます。 詳細
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QUALCOMM Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$155.68 |
| 52週高値 | US$259.92 |
| 52週安値 | US$121.99 |
| ベータ | 1.64 |
| 1ヶ月の変化 | -17.51% |
| 3ヶ月変化 | -13.31% |
| 1年変化 | -2.13% |
| 3年間の変化 | 20.43% |
| 5年間の変化 | 5.03% |
| IPOからの変化 | 27,576.44% |
最新ニュース
Recent updates
ナラティブ更新 • 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.Seeking Alpha • Jul 15
Qualcomm Earnings Preview: A Lot Of Growth Potential Not Baked In Yet (Rating Upgrade)
Summary I am upgrading Qualcomm (QCOM) to a buy, citing its data center pivot and accelerating automotive segment as key growth drivers. QCOM targets doubling non-handset revenue to $40B by FY29, with data center and Automotive momentum offsetting Apple modem business loss. Intrinsic value is estimated at $220 per share, making QCOM attractively valued at a 23% discount after a recent 31% share price decline. Risks remain if hyperscaler support falters, but current risk/reward is favorable given recent negative sentiment and ambitious diversification. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| QCOM | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -11.4% | -13.4% | -2.6% |
| 1Y | -2.1% | 40.2% | 14.3% |
業界別リターン: QCOM過去 1 年間で40.2 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: QCOMは、過去 1 年間で14.3 % のリターンを上げたUS市場を下回りました。
価格変動
| QCOM volatility | |
|---|---|
| QCOM Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: QCOMの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: QCOMの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1985 | 52,000 | Cristiano Amon | www.qualcomm.com |
クアルコム・インコーポレイテッドは、世界中のワイヤレス業界に向けた基盤技術の開発および商用化に取り組んでいます。同社は、クアルコムCDMAテクノロジーズ（QCT）、クアルコム・テクノロジー・ライセンシング（QTL）、クアルコム・ストラテジック・イニシアティブ（QSI）の3つの事業セグメントを通じて事業を展開しています。 QCTセグメントは、モバイルデバイス向け、コネクティビティおよびコンピューティング技術を搭載した集積回路（IC）およびシステムソフトウェア、コネクティビティ、デジタルコックピット、ADAS/AD向けの自動車システム、ならびに民生用電子機器、産業用機器、エッジネットワーキング製品を含むIoT向けの製品を開発・供給しています。 QTLセグメントは、自社の知的財産ポートフォリオの一部について、ライセンスを付与したり使用権を提供したりしています。このポートフォリオには、LTEを実装する製品や、OFDMAベースの5G製品およびその派生製品を含む無線製品の製造・販売に有用な様々な特許権、ならびに3G、 4Gおよび5Gを含むセルラー標準必須特許の使用権。 QSIセグメントは、5G、人工知能、自動車、コンシューマー、エンタープライズ、クラウド、IoT、拡張現実（XR）など、様々な業界の初期段階の企業に投資を行っており、その投資対象には、非市場性株式および（比較的少額ではあるが）市場性株式、ならびに転換社債が含まれます。 また、米国政府機関およびその請負業者に対して、開発やその他のサービスを提供し、関連製品を販売している。さらに、同社はクアルコムの政府向け技術およびデータセンター事業にも携わっている。 さらに、ソフトウェアベースのネットワークセキュリティソリューションを通じて、管理対象外のネットワーク向けにセキュリティおよびインテリジェンスサービスを提供している。クアルコム・インコーポレイテッドは1985年に設立され、カリフォルニア州サンディエゴに本社を置いている。
QUALCOMM Incorporated 基礎のまとめ
| QCOM 基礎統計学 | |
|---|---|
| 時価総額 | US$171.68b |
| 収益（TTM） | US$9.92b |
| 売上高(TTM) | US$44.49b |
16.5x
PER（株価収益率3.7x
P/SレシオQCOM は割高か？
公正価値と評価分析を参照収益と収入
| QCOM 損益計算書（TTM） | |
|---|---|
| 収益 | US$44.49b |
| 売上原価 | US$20.11b |
| 売上総利益 | US$24.38b |
| その他の費用 | US$14.45b |
| 収益 | US$9.92b |
直近の収益報告
Mar 29, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.42 |
| グロス・マージン | 54.80% |
| 純利益率 | 22.31% |
| 有利子負債／自己資本比率 | 56.0% |
QCOM の長期的なパフォーマンスは？
過去の実績と比較を見る| QUALCOMM 配当日 | |
|---|---|
| 配当落ち日 | Sep 03 2026 |
| 配当支払日 | Sep 24 2026 |
| 配当落ちまでの日数 | 35 days |
| 配当支払日までの日数 | 56 days |
QCOM 配当は確実ですか？
QCOM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 03:56 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2026/03/29 |
| 年間収益 | 2025/09/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
QUALCOMM Incorporated 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。73
| アナリスト | 機関 |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |