Added to YB: 2026-07-10
Pitch date: 2026-07-09
QCOM [bullish]
QUALCOMM Incorporated
-14.27%
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
$172.9B
Pitch Price
$187.51
Price Target
N/A
Dividend
2.27%
EV/EBITDA
14.60
P/E
18.84
EV/Sales
4.08
Sector
Semiconductors and Semiconductor Equipment
Category
value
The Forty-Minute Robot - QUALCOMM Incorporated
QCOM (new position): Mispriced as declining handset supplier at ~19x fwd EPS, 16x EV/FCF while robotics option valued near zero. Thesis: humanoid robots constrained by watts, not intelligence—QCOM's phone-forged performance-per-watt wins. Dragonwing IQ10, Figure/NEURA design wins mirror auto pivot (now $5B+, +38% YoY). QTL 72% margin annuity, $20B buyback. Risks: handset melt (-13%), Apple modem exit. 2-3yr thesis.
Read full article (13 min)