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Added to YB: 2025-10-29

Pitch date: 2025-10-28

QCOM [bullish]

QUALCOMM Incorporated

-1.54%

current return

Author Info

No bio for this author

Company Info

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Market Cap

$186.8B

Pitch Price

$181.07

Price Target

225.00 (+26%)

Dividend

2.03%

EV/EBITDA

13.56

P/E

34.99

EV/Sales

4.34

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Qualcomm (QCOM): Rosenblatt Sees $225 on AI Datacenter Expansion

QCOM: Rosenblatt PT $225. Landed 200MW AI inference datacenter deployment with HUMAIN, est. ~$2B revenue starting 2026. Positive diversification from smartphones into AI inference market expected $250B+ by 2030, growing ~20% annually. Follows AMD's $10B/500MW HUMAIN deal in May.

Read full article (1 min)