Professional
Added to YB: 2025-10-29
Pitch date: 2025-10-28
QCOM [bullish]
QUALCOMM Incorporated
-10.33%
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
$179.26
Price Target
225.00 (+39%)
Dividend
2.00%
EV/EBITDA
15.12
P/E
20.10
EV/Sales
4.48
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)