Added to YB: 2026-02-09
Pitch date: 2026-02-05
QCOM [neutral]
QUALCOMM Incorporated
+3.21%
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
$152.8B
Pitch Price
$136.87
Price Target
N/A
Dividend
2.49%
EV/EBITDA
11.17
P/E
29.24
EV/Sales
3.47
Sector
Semiconductors and Semiconductor Equipment
Category
value
Qualcomm Q4 2025 Snapshot
QCOM (earnings): Q1 beat w/ $12.25B rev, $3.50 EPS but margins compressing - gross margin down 120bps to 55%, op margin fell 300bps to 27%. Q2 guidance disappointing: $10.2-11B rev vs $11.12B est, $2.45-2.65 EPS vs $2.89 est. Handsets +3%, auto +15%, IoT +9%. Cheap at 11.2x fwd PE but margin pressure from memory shortages.
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