Added to YB: 2026-07-13
Pitch date: 2026-07-10
QCOM [bullish]
QUALCOMM Incorporated
-11.53%
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
$185.06
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
QUALCOMM Incorporated - $QCOM
QCOM: Legacy IP optionality underpriced as physical AI/inference race opens door for challenger architectures. $15B DC guide (MSFT, META) a 'bird in hand' that should hit $20B+ with more whale customers. Valuation prices near-zero DC upside. Agentic CPU/handset upside underappreciated. Visionary CEO. Gifted entry post-Analyst Day selloff.
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