QUALCOMM (QCOM) 주식 개요
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QUALCOMM Incorporated 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$219.09 |
| 52주 최고가 | US$228.05 |
| 52주 최저가 | US$121.99 |
| 베타 | 1.49 |
| 1개월 변동 | 71.08% |
| 3개월 변동 | 56.39% |
| 1년 변동 | 44.02% |
| 3년 변동 | 106.14% |
| 5년 변동 | 68.79% |
| IPO 이후 변동 | 38,849.33% |
최근 뉴스 및 업데이트
Seeking Alpha • May 05
Qualcomm: Sell Into The Hype
Summary I am rating Qualcomm (QCOM) a Sell after a sharp rally, as current valuation embeds unproven future catalysts while core revenues contract. QCOM's Q2 FY26 revenues declined 3% YoY, with handset sales down 13% and Q3 guidance pointing to further sequential weakness. Automotive and IoT diversification is progressing, but these segments are too small to offset ongoing handset market declines through FY26–27. The market is pricing in data center and OpenAI phone catalysts that are years away from meaningful revenue, making the current risk/reward unattractive. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • May 05
Qualcomm: Sell Into The Hype
Summary I am rating Qualcomm (QCOM) a Sell after a sharp rally, as current valuation embeds unproven future catalysts while core revenues contract. QCOM's Q2 FY26 revenues declined 3% YoY, with handset sales down 13% and Q3 guidance pointing to further sequential weakness. Automotive and IoT diversification is progressing, but these segments are too small to offset ongoing handset market declines through FY26–27. The market is pricing in data center and OpenAI phone catalysts that are years away from meaningful revenue, making the current risk/reward unattractive. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha새 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Dec 03
Qualcomm Stock Is Ready To Break Out (Technical Analysis)
Summary Qualcomm stock, down nearly 30% from its all-time highs, shows signs of a potential breakout due to strong technical indicators and improving fundamentals. Technical charting reveals a neutral outlook with balanced support and resistance levels, but indicators like RSI and stochastics suggest strengthening bullish momentum. Fundamentals are robust, with significant YoY revenue and EPS growth, indicating the stock is undervalued and deserving of P/S and P/E multiple expansion. Combining technical and fundamental strengths, I believe Qualcomm is primed for an upward move, making it a buy recommendation. Read the full article on Seeking Alpha주주 수익률
| QCOM | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 30.1% | 10.5% | 2.2% |
| 1Y | 44.0% | 126.9% | 31.1% |
수익률 대 산업: QCOM은 지난 1년 동안 126.9%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: QCOM은 지난 1년 동안 31.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| QCOM volatility | |
|---|---|
| QCOM Average Weekly Movement | 7.6% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: QCOM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: QCOM의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1985 | 52,000 | Cristiano Amon | www.qualcomm.com |
퀄컴은 전 세계 무선 산업을 위한 기반 기술의 개발 및 상용화에 종사하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 퀄컴 CDMA 기술(QCT), 퀄컴 기술 라이선싱(QTL), 퀄컴 전략 이니셔티브(QSI). QCT 부문은 모바일 장치에 사용되는 연결 및 컴퓨팅 기술을 갖춘 집적 회로 및 시스템 소프트웨어, 연결성, 디지털 콕핏 및 ADAS/AD를 위한 자동차 시스템, 소비자 전자 장치, 산업용 장치 및 에지 네트워킹 제품을 포함한 IoT를 개발 및 공급합니다.
QUALCOMM Incorporated 기초 지표 요약
| QCOM 기초 통계 | |
|---|---|
| 시가총액 | US$230.92b |
| 순이익 (TTM) | US$9.92b |
| 매출 (TTM) | US$44.49b |
23.3x
주가수익비율(P/E)5.2x
주가매출비율(P/S)QCOM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| QCOM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$44.49b |
| 매출원가 | US$20.11b |
| 총이익 | US$24.38b |
| 기타 비용 | US$14.45b |
| 순이익 | US$9.92b |
최근 보고된 실적
Mar 29, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 9.42 |
| 총이익률 | 54.80% |
| 순이익률 | 22.31% |
| 부채/자본 비율 | 56.0% |
QCOM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| QUALCOMM 배당 일정 | |
|---|---|
| 배당락일 | Jun 04 2026 |
| 배당 지급일 | Jun 25 2026 |
| 배당락일까지 남은 일수 | 24 days |
| 배당 지급일까지 남은 일수 | 45 days |
QCOM는 안정적으로 배당을 지급합니까?
QCOM 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 05:09 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/09/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
QUALCOMM Incorporated는 72명의 분석가가 다루고 있습니다. 이 중 33명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |