Companies /Technology

Qualcomm Inc

NASDAQ: QCOM Semiconductors
$172.47
▼ $4.67 (−2.64%) today
Markets closed · 9:45pm ET

24/7 Wall St. View

Price Prediction $236.57 +37.2% Our analysts’ 12-month view: target, optimistic case, and floor. QCOM price prediction → Earnings Beat +0.6% EPS vs. the estimate, revenue, and how the market reacted. QCOM earnings history →

QCOM at a Glance

Valuation
Market cap
$184.5B
P/E ratio
13.6
Dividend yield
2.04%
Profitability
Revenue (TTM)
$43.1B
Profit margin
31.6%
EPS (TTM)
$12.70
Price
52-week range
$121 – $258
24/7 target
$236.57
Street target
$185.96
Earnings
Next report
Feb 2, 2027
Q4 2026 EPS
$2.17
vs. $2.16 est.
+0.6%

Headquartered in San Diego, CA Fiscal year ends September NASDAQ: QCOM qualcomm.com

About Qualcomm

Qualcomm develops semiconductor platforms and wireless technologies combining AI, high-performance low-power computing and connectivity. It operates through two primary segments.

QCT (Qualcomm CDMA Technologies) sells chips and platforms such as Snapdragon into three end markets:
- Mobile handsets
- Automotive (digital cockpit, connectivity and driver-assistance)
- IoT (internet of things)

QCT is now also ramping a Data Center business for AI infrastructure, including a multi-generational collaboration with Amazon.

QTL (Qualcomm Technology Licensing) licenses Qualcomm's large patent portfolio, covering cellular and other wireless technologies, to device makers. Its licensees include Apple, Huawei and Transsion under recently renewed long-term agreements.

A third segment, QSI (Qualcomm Strategic Initiatives), holds strategic investments that the company generally expects to exit.

Qualcomm Technologies, Inc. runs substantially all engineering, R&D and product businesses, while Qualcomm Incorporated holds the licensing business and the vast majority of patents. The company relies on a small number of handset customers, has significant exposure to China, and depends on third-party foundries and suppliers. Updated

Revenue by Segment · Q4 2026
  1. QCT87%
  2. QTL13%

Latest Activity

Odd Lots
PodcastOdd Lots36 min

How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era

  • Bernstein's Stacy Rasgon downgraded Nvidia on key-man risk plus open government investigations
  • Direct China sales are only about 8% of revenue; smuggling exposure sits in the Taiwan customer bloc
  • Broadcom guides data-center revenue to $115B in 2027 and $230B in 2028; AMD GPU sales nearly tripling toward low $40B
  • Earnings preview: interim CEO Colette Kress faces questions on talent retention and vendor financing

A sell-side analyst who covered this name through the whole run just pulled his buy rating, and his reasoning centers on who signs off on the next architecture bet. He frames Broadcom's data-center ramp and AMD's GPU trajectory as real share, with OpenAI, Meta and Google TPUs already spreading orders around. Next week's earnings report has to be flawless.

Read more
Halftime Report
PodcastHalftime ReportScott Wapner · 47 min

NVIDIA Leadership Shakeup, AI Trade Fallout and OpenAI Valuation 11/12/26

  • Huang resigns after a second alleged affair report; CFO Colette Kress named interim CEO with earnings a week away
  • Stephanie Link sold her Nvidia stake and added Micron at five times earnings, citing a cleaner story
  • Panel points to AMD, Broadcom, Apple and Alphabet as landing spots for capital leaving Nvidia
  • OpenAI raised $15 billion at a $1.25 trillion pre-money valuation on negative 109% operating margins

The committee split live on air: some sold into the leadership shock, others held, but nobody argued Nvidia trades on fundamentals over the next six to 12 months. That rotation is already visible in heavy retail call buying in AMD near record highs, and in Link swapping into Micron ahead of a December earnings report she thinks brings a buyback.

Read more
Yahoo Finance@yahoofinance

Cristiano Amon is publicly attaching a $15 billion revenue target to the data center push, which turns Qualcomm's AI story from talk into a number investors can hold him to.

Qualcomm is eyeing a $15 billion revenue and the company has a clear roadmap on how to get there over the next couple of years, CEO @cristianoamon says. @BrianSozzi asks: When will investors start valuing the company as a key player in the AI infrastructure buildout? https://t.co/aSbg3xKQca
  • Replies6
  • Reposts1
  • Likes8
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Yahoo Finance@yahoofinance

Cristiano Amon is putting Qualcomm inside the SpaceX direct-to-device buildout, a second growth story beyond handset chips just as AI demand keeps infrastructure spending hot.

Qualcomm CEO @cristianoamon says AI demand isn't slowing down, and it's driving infrastructure development at a rapid pace. That's why the company is partnering with SpaceX to build a massive, nationwide network. https://t.co/1r38l5e7rH
  • Replies3
  • Reposts5
  • Likes9
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New positionAlphabet
Opened
QCOMQUALCOMM INC
Shares
3.0M
Value
$548M
% of portfolio
0.6%

As of Sep 30, 2026 · disclosed Nov 6, 2026 · ~45 days stale — may not reflect current positions.

Alphabet's 13F shows a new Qualcomm stake as of September 30, a rare public-equity bet from a filer whose disclosed portfolio is 94.8% SpaceX.

Read more
QCOMQualcomm
Q4 2026
EPS
$2.17
est $2.16+0.6%
Revenue
$10.32B
est $10.14B+1.8%

Automotive revenue jumped 89% to a record $1.99 billion, offsetting a decline in handset chip revenue. Amon is calling fiscal 2027 the start of a non-handset inflection, reiterating a $5 billion data center target alongside a new Amazon AI infrastructure collaboration.

Quarterly EPS — reported vs estimate
Read more
Earnings · 2026 Q4Cristiano R AmonPresident & CEO, Qualcomm
Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business. Non-handset revenues are projected to grow by more than 60% year-over-year, and we are reiterating our fiscal 2027 Data Center revenue target of $5B.

Amon just attached a hard number to Qualcomm's push into Nvidia's territory, reaffirming a $5 billion data center target for fiscal 2027 on the Q4 earnings call. For a $183 billion company still defined by handsets, that diversification timeline is now the thing to hold management to.

QCOM -0.46%since the quote
Read more
Earnings · 2026 Q4Cristiano R AmonPresident & CEO, Qualcomm
We are pleased to deliver fourth quarter non-GAAP revenues at the high end of our guidance, along with 36% year-over-year growth in combined QCT Automotive and IoT revenues.

Amon is pointing investors away from handsets, where global smartphone shipments keep sliding, toward automotive and IoT as the growth engine behind a fiscal fourth quarter at the top of guidance. Watch whether that mix shift holds as Qualcomm's Apple modem revenue fades.

QCOM -0.46%since the quote
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QCOMQualcomm
Regular session
$170.31
+3.57%open $164.43

A 3.57% climb to $170.31 lands hours before Qualcomm's earnings report, so buyers are paying up ahead of the numbers.

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Wall St. Engine@wallstengine

Qualcomm gets a multiyear silicon and software slot inside a fourth US wireless network before it exists, with buildout starting in 2027 across tens of thousands of cell sites.

QUALCOMM TO POWER SPACEX'S NEW NATIONWIDE 5G NETWORK $SPCX has selected $QCOM to supply the chips and software for Starlink Mobile's terrestrial 5G network, with deployment beginning in 2027 across tens of thousands of U.S. cell sites under a multiyear agreement. The goal is to https://t.co/aAd37P7oRa
  • Replies6
  • Reposts10
  • Likes46
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QCOM Coverage

12:45pm ET
Investing

Nvidia is Far From The Only Threat to AMD

Intel just posted its strongest data center growth in 15 years, and Broadcom is pulling AI budgets toward custom chips that undercut GPU pricing. AMD is fighting a two-front war it rarely…

AMD AVGO INTC
Alex Sirois
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Frequently Asked Questions

What does Qualcomm do?

Qualcomm develops semiconductor platforms and wireless technologies combining AI, high-performance low-power computing and connectivity. It operates through two primary segments.

What is the QCOM stock price target?

24/7 Wall St.'s 12-month price target for QCOM is $236.57, rated Buy. The Wall Street consensus target is $185.96. QCOM price prediction →