Added to YB: 2025-05-06
Pitch date: 2025-05-02
QCOM [bearish]
QUALCOMM Incorporated
-31.09%
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
$186.8B
Pitch Price
$136.00
Price Target
N/A
Dividend
2.03%
EV/EBITDA
13.56
P/E
34.99
EV/Sales
4.34
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Qualcomm Q2 FY25: Apple Modem Timeline Accelerated
QCOM (bearish): Covered profitable short post-earnings. Apple's internal modem now in 30% of iPhones (base/Air models), faster than expected. Surge in QCOM engineers leaving suggests internal concerns. CFO's evasive answer about layoffs when asked by Deutsche Bank analyst signals trouble. Will re-short as bear market rally continues.
Read full article (4 min)