Added to YB: 2025-09-30
Pitch date: 2025-09-28
QCOM [neutral]
QUALCOMM Incorporated
+5.91%
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
$168.34
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
SMH Favorite Names++ Coverage: Q3 2025 Edition - QUALCOMM Incorporated
QCOM (update): Author re-iterates view after Snapdragon Summit. X Elite laptop performs worse than Intel Meteor Lake in battery (7-8hrs vs 10-11hrs), CPU, GPU, app performance. Gaming unplayable <10 FPS. On-package memory alienates OEM partners by eliminating profitable upsell margins. 5G/AI edge processing unnecessary vs cloud solutions.
Read full article (3 min)