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Added to YB: 2025-10-29

Pitch date: 2025-10-28

QCOM [bullish]

QUALCOMM Incorporated

-30.12%

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

$135.3B

Pitch Price

$179.92

Price Target

225.00 (+79%)

Dividend

2.81%

EV/EBITDA

9.91

P/E

25.88

EV/Sales

3.08

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)