Added to YB: 2026-05-05
Pitch date: 2026-05-02
QCOM [bullish]
QUALCOMM Incorporated
+21.24%
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
$224.7B
Pitch Price
$176.57
Price Target
N/A
Dividend
1.73%
EV/EBITDA
17.46
P/E
23.29
EV/Sales
5.17
Sector
Semiconductors and Semiconductor Equipment
Category
growth
High-conviction bull thesis for $QCOM
QCOM (added to position): Smartphone biz weak (-13% handset rev YoY) but CEO called bottom. Pivoting to data center via AlphaWave IP—partnering w/ hyperscaler on CPUs, ASICs & inference accelerators. Initial shipments Dec, targeting complementary inference vs NVDA training dominance. Key catalyst: Jun 2026 Investor Day. Plan to DCA through ramp-up.
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