Added to YB: 2026-09-11
Pitch date: 2026-09-09
QCOM [bullish]
QUALCOMM Incorporated
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
$188.4B
Pitch Price
N/A
Price Target
200.00
Dividend
2.09%
EV/EBITDA
15.86
P/E
20.53
EV/Sales
4.43
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qualcomm: The Market Is Finally Waking Up
QCOM (update): Qualcomm’s multi-generation AWS collaboration provides a major hyperscaler vote of confidence in its expansion into custom AI-inference silicon and optical connectivity up to 1.6T. Alphawave’s interconnect IP and Qualcomm’s High Bandwidth Compute architecture underpin expected meaningful data-center growth over two years and a near-term return to $200, conditional on Nasdaq stability. Specific parts, delivery dates, volumes and financial terms remain undisclosed.
Read full article (8 min)