NASDAQ:QCOM

Qualcomm (QCOM)

170.04
+3.07 (1.84%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
372 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Qualcomm (QCOM-Q) has seen significant movement in its stock price, with some experts noting a 50% increase and a substantial rise of 76% over the past year. Despite this growth, concerns about its heavy reliance on the smartphone market persist, particularly with key player Apple reducing its reliance on Qualcomm's chips. While the company has diversified into areas like automotive and the Internet of Things, growth in its core handset business remains stagnant. Nonetheless, analysts recognize the potential in Qualcomm's forays into new markets and believe its shares offer value; notably, the stock trades at a discounted PE ratio compared to peers. The balance between these challenges and opportunities leaves Qualcomm's future uncertain but shows promise in AI and automotive applications.

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Consensus
Buy
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Valuation
Undervalued
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COMMENT

Trades at a higher valuation than some of the other technology companies. They stand to benefit from this mobile/tablet generation. Make all the chips for the smart phones and they seem to be in the Apple (AAPL-Q) products. Quite a reasonable valuation for this company. Pretty good growth and a nice dividend. Nice balance sheet. If it ever came down, he would definitely be interested in this.

PAST TOP PICK

(A Top Pick Oct 12/11. Up 20.39%.) Have a very strong patent position in regards to next-generation cell phones using 4th generation technology LTE. In the base band side they are totally dominant. They’ll be in the iPhone 5. They can possibly breach $70 in a year.

BUY

Have its hands in virtually every piece of mobile device. Have a huge number of patents. Not inexpensive, but lives up to its price by fundamental performance of earnings and growth of earnings. 1.6% dividend.

HOLD

Continues to sit on its incredible patent stash. It is good that they are getting in bed with Microsoft (MSFT-Q), which has grand plans for its mobile platform. Also involved with Apple (AAPL-Q) and a lot of remote tablets.

WATCH
Has been looking at this one for a long time. Trades at a decent multiple. They report their earnings tonight, so wait to see what they are like before doing anything. They will participate in the rollout of the LT networks globally. Well-managed.
HOLD
Short-term markets are ahead of themselves and tech stocks are a little ahead of themselves. But it is a good long-term hold.
TOP PICK
Has been a rock in this volatile market. Great balance sheet. Good margins. Making a lot of money off licensing technology. Dominates the cell phone, base band and integrated application processor solutions. Big in the Androids and has now moved in to the iPhone 4S, so has Apple (AAPL-Q) and Blackberry (RIM-T).
BUY
Marketers of circuits on CDMA and 3G, & 4G. Hearing a lot of intellectuality and patents. One of the largest holders of these patents. Stable company. Revenue stream from licenses is predictable.
BUY
Strong patent portfolio. Moving into new application process areas. Have done a really good job of designing chips for handsets. APPL has pushed them out of the market somewhat. QCOM will gain momentum with some of the new products coming out. It’s in great shape.
BUY
A lot of patents in mobile/cellular market and is well positioned for the evolution to LTE, 4th generation mobile networks. Hasn’t had a strong position in iPhone or Android until recently. Starting to gain market share and momentum should pick up as we move to 4G.
WEAK BUY
Hits his screen as pretty reasonable value here. Still has a great growth outlook as 3G grows into 4G. Close to his Buy list but he prefers the company he already owns.
DON'T BUY
Great time for technology, but looking at this chart it had a great run, peaked and then it dropped back. Not his favourite in this space but they do possess a lot of the infrastructure in the cellular area and they do make a lot of quality key products.
WAIT
Has not made the buy decision yet. The average selling price on mobile phones is going down and impacting QCOM. They have good competitors. Lowering their guidance every quarter. It’s still not a cheap stock. A lot of cash on its balance sheet. Hang on if you have it.
PARTIAL BUY
Currently sitting at his model price of $39.40 and, if he were going to buy it, this is where it would be.
COMMENT
Just reported disappointing earnings. Long-term this company is well positioned. Make a lot of semiconductors chips that go into smart phones and cell phones. Poised to grow because of that. Technology sector is notoriously volatile.
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