QCOM
NASDAQ · Technology · Semiconductors · US
Research · Sep 15, 2026
Qualcomm (QCOM) Snapdragon Ride Passes 1 Million Cars
More than 1 million cars now run ADAS or autonomy features on Snapdragon Ride, showing scaled deployment while revenue impact remains undisclosed.
Research · Sep 9, 2026
Qualcomm's AWS 1.6T Optical Deal: The Suppliers One Layer Down
Qualcomm will supply AWS with AI inference silicon and 1.6T optical links but owns no photonics fab, laser or module line, so a second architecture buys merchant foundry, front end and assembly.
Research · Sep 3, 2026
[QCOM] Qualcomm Thesis 2026: Auto Diversification Accelerates Despite One-Time Tax Charge
Qualcomm FY25 (Sep 28, 2025 FYE) at $44.3B revenue (+14%). QCT $38.4B (+16%): Handsets $27.8B (+12%), Auto $3.96B (+36%), IoT $6.62B (+22%). QTL $5.58B (flat, 72% EBT margin). Net income $5.5B (-45% distorted by $5.7B OBBB tax valuation allowance; underlying ~+10% ex-charge). OCF $14.0B; FCF $12.8B; capital return $12.6B = 98% of FCF (buyback $8.8B + div $3.8B). 19 analyst actions Feb-Apr 2026: 4 downgrades + 2 reinstated UW + 2 upgrades. PT range collapsed $132-$190 → $120-$150. Apple modem 2027 expiration central thesis question.
Research · Apr 28, 2026
QCOM: BNP Cuts to Reduce, $120 PT on Apple Loss
BNP Paribas downgraded QCOM to neutral with a $120 PT amid Apple modem losses and China risks, but record $12.3B Q1 FY2026 revenues, resilient QTL royalties, and AI/auto growth make the move overblown. Trading at a peer discount, QCOM remains a buy for diversification beyond handsets.
Research · Apr 13, 2026
Japan's $16B Rapidus Bet: Why AMAT, LRCX, and KLAC Win More Than NVDA or TSM
Japan's $16B Rapidus funding ignites a fab boom, favoring US equipment leaders AMAT, LRCX, and KLAC while challenging TSM. NVIDIA and QCOM gain indirectly from capacity growth. Ranked picks highlight equipment purity over foundry risks.
Research · Apr 10, 2026
QCOM Drops 25.5% as Mobile Chips Stall — While NVDA, AMD and MU Pull Ahead
Qualcomm's 25.5% plunge underscores mobile and auto chip slowdown, hurting QCOM, NXPI, and TXN, while AI tailwinds propel NVDA, AMD, and MU. The article analyzes exposure, financials, and ranks conviction plays amid the sector divide.
Research · Apr 10, 2026
DRAM Prices Up 90%+ With 2-Year Backlogs — MU Leads 6 Semiconductor Stocks to Buy Now
DRAM prices have surged 90-95% with two-year backlogs, igniting a memory boom from AI demand. Micron leads with direct exposure, followed by equipment maker Applied Materials and GPU giants NVIDIA/AMD. Ranked picks favor pure-plays at attractive valuations amid the upcycle.
Research · Apr 10, 2026
DRAM Prices Up 90%+ With 2-Year Backlogs: MU Leads 6 Chip Stocks to Watch
DRAM prices have surged 90-95% with 2-year backlogs per 247WallSt, igniting a chip upturn favoring MU, AMAT, NVDA, AMD, AVGO, and QCOM. Micron leads with direct exposure and cheap valuation, while equipment and AI plays follow. Ranked conviction highlights top winners amid AI-driven shortages.
Research · Apr 10, 2026
Helium Crisis Could Hit INTC, AMD, QCOM — Supply Exhaustion by June 2026
The semiconductor industry is facing a potential helium supply crisis, with major manufacturers like Intel and AMD at risk. Helium is crucial for semiconductor fabrication, and its expected exhaustion by June 2026 could significantly impact production capabilities. Investors should monitor developments closely as the situation unfolds.
Research · Apr 9, 2026
Foldable iPhone Confirmed for 2026: 6 Suppliers Poised to Win — AVGO, MU Top the List
Anchored by Bloomberg's confirmation of Apple's foldable iPhone for September 2026, this analysis ranks six suppliers—AVGO, MU, COHR, QCOM, JBL, CRUS—by conviction to capture innovation spillover. Leaders like Broadcom and Micron offer explosive growth from custom chips and memory demands.