Added to YB: 2026-07-16
Pitch date: 2026-07-14
QCOM [bullish]
QUALCOMM Incorporated
-1.12%
current return
Author Info
Temple 8 Research is a research house dedicated to mapping the hidden frameworks of the future world - the deep cycles, macro flows, and geopolitical realignments that dictate the movement of everything from credit markets to civilization. Sign up for the newsletter.
Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$193.9B
Pitch Price
$180.00
Price Target
N/A
Dividend
2.00%
EV/EBITDA
15.12
P/E
20.10
EV/Sales
4.48
Sector
Semiconductors and Semiconductor Equipment
Category
value
Why We Are Bullish Qualcomm Into H2 2026
QCOM: Trades 16x fwd P/E vs peer avg 52.9x. Bear: Apple modem loss ($4-8B), handset cyclicality. Bull: Investor Day reset FY29 non-handset target to $40B (2x), data center >$15B, auto $10B, EPS >$18 (vs $15.26 consensus); stock +15%. AI200/AI250 LPDDR inference play, Humain 200MW anchor, Meta on Dragonfly C1000. $2.4B Alphawave buys critical SerDes/interconnect IP. Bullish into H2 2026.
Read full article (8 min)