NASDAQ:QCOM

Qualcomm (QCOM)

165.79
+1.00 (0.61%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
371 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Qualcomm (QCOM-Q) has been experiencing significant fluctuations, with experts divided on its future prospects. While the company historically dominated the smartphone semiconductor market, recent shifts in partnership dynamics—especially with Apple—are concerning for some analysts. There is potential value in new markets like automotive and the Internet of Things, yet growth in its handset market has stagnated. The valuation appears attractive compared to peers, although some experts warn of vulnerabilities given its heavy reliance on the smartphone sector. As AI continues to drive market sentiment, some believe Qualcomm could be caught in a valuation trap reminiscent of the early 2000s dot-com bubble.

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Consensus
mixed
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Valuation
undervalued
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NVDA
BUY
Communication semiconductors. Winning new business from Nokia (NOK-N) that will ultimately serve Asia. Likes the technology space. You want the cash flow and predictability.
BUY
Likes the sector. Above its 50/200 day. Relative strength is good. MACD still says to hang on to it.
BUY
Likes the trend towards 3G phones and CDMA technology. A very profitable company.
TOP PICK
(A Top Pick May 6/06. Down 25.3%.) Nokia (NOK-N) decided to no longer pay royalties resulting in a lawsuit. Has yet to be resolved. G3 has been slow, but will happen. Good price.
COMMENT
Chart shows the stock has been basing since August in a very tight range. Looks like it is bouncing up to the top end of its range, which is only a dollar or two. Treat as a trade only.
DON'T BUY
Was keen on a number of technology stocks in the early part of the year and they did very well, but really took a hammering through May. In this weakness, higher multiple stocks are getting hit.
BUY
A leader in the wireless area with the 2.5G build out to the 3G. A very well positioned company. Has come off and is not a bad buy at these prices. He is looking at this one.
BUY ON WEAKNESS
A great business. They own CDMA wireless technology which has been about 20% of the world's wireless network. The risk right now is that there is a lot of noise and the income from their royalties may not be as strong as they once were. Ok below $35.
BUY
A great company and well run. They’re in the core products that are going into the telecommunications industry. Volatile and if you are willing to take the swings in the stock, it's a great company.
TOP PICK
A Buy over the next couple of months. Summer is a weak period for techs so this could go lower. It owns the CDMA which is moving to 3G rollouts around the world. Strong balance sheet.
BUY
A lot of the large technology stocks have been hit which may be a shift by large funds. A good company. Revenue comes from chips that go into cell phones and it is a highly profitable company. Feels that the cell phone market has legs.
TOP PICK
There is some risk in the stock due to court cases on high royalty fees in Europe. 3G is growing much faster than previous models. Have an incredible patent platform. Also have some really neat new products in their processing technology.
BUY ON WEAKNESS
A great company. This is a name that you have to hold. The story on this is all about 3-D adoption. Try to buy on any pullback.
TOP PICK
Many of the companies in telecom equipment have started to perform very well over the last few months. This company is the leader in chips for G3 mobile hand sets and this year is going to be a big year for investments in G3 technology.
BUY
One of the best companies in the tech space in the US. Opportunities continue to grow for it.
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