Professional
Added to YB: 2024-08-13
Pitch date: 2024-07-17
QCOM [bullish]
QUALCOMM Incorporated
-12.81%
current return
Author Info
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Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$193.9B
Pitch Price
$185.70
Price Target
N/A
Dividend
2.00%
EV/EBITDA
15.12
P/E
20.10
EV/Sales
4.48
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Nightview Capital Portfolio Holding: Qualcomm Incorporated
QCOM: Structural upgrade cycle in hardware, esp. handsets. Mobile chips largest biz, known for power efficiency. Expanding into AI PCs, taking share from Intel. Auto rev $4B in 2023, expected $9B by 2031. Beneficiary of transport electrification/digitalization. Opportunities in power-efficient chips for comms & compute tasks.
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