NASDAQ:QCOM

Qualcomm (QCOM)

168.74
+0.17 (0.10%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
371 watching
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Investor Insights
star iconSep 5, 2026, 12:00 am

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

Qualcomm (QCOM-Q) is experiencing a complex landscape, as indicated by varied expert reviews. Historically the largest player in the smartphone semiconductor market, Qualcomm's growth has been impeded by diminishing ties with key customers like Apple, leading to concerns about its future prospects. While some believe there is notable AI potential and advancements in sectors like automotive and IoT, others suggest that the stock is priced for stagnation, especially given its high forward price-to-earnings ratio compared to peers. The recent surge in stock value, a significant 76% over the past year, has raised questions about its sustainability, with experts suggesting it could be a good time to trim positions. Ultimately, there seems to be a divergence between its current valuation and realistic growth expectations, prompting a cautious perspective from various analysts.

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Consensus
Cautious
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Valuation
Undervalued
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NVDA
HOLD
Caught up in oversupply and lack of demand. Leader in CPUs, making moves into NVDA's GPUs. Fabulous chip maker. He has a full position at 3.5%. (Analysts’ price target is $182.55)
BUY
Trades at a low PE and has a burgeoning auto business to go with its cell phone franchise. Shares have been beaten up.
BUY
Owns shares in the company and believes is a good company for the long term. Has strong business model. Trading at a good valuation after recent market selloff. Will continue to hold shares. Expecting cash flows to rise.
HOLD
Key part of the whole tech arena, especially wireless side. Leader in 5G chip design. Recent acquisition accentuates its business lines plus the automotive area. (Analysts’ price target is $182.50)
BUY ON WEAKNESS

Likes the business but does not own it at the moment. Expecting an over supply of semiconductors. Company is very well positioned going forward. Long term, company is a good investment. Current share price is attractive. Potential for 5G is lots of benefits for the company. Waiting for slightly lower share price before buying.

BUY
Recently buying shares and likes recent latest financial results. Believes recent share prices have presented good buying opportunity. Is a good name that is a strong long term investment. Will continue buying shares.
BUY
They execute well with their Snap-dragon chip, 5G and the internet of things. PE isn't high. Good runway ahead.
BUY
Top investing idea. John: Backlog. 12x earnings. Moving big into internet of things. Will benefit from a rotation back into growth. Buy and tuck away.
BUY
He owns Qualcomm and NXP--great valuations. He expects the economic cycle to be very long. There is a wave of factory/mine/construction and building happening in the US and around the world, which which will feed demand for semis.
BUY
Nice long runway. Chips are the engine of digitization. Leadership in 5G. Recent acquisition gives them stronger lines into smartphones, Windows PC, and automotives. Likes it. (Analysts’ price target is $197.50)
DON'T BUY
Its focus is the cell phone industry. Apple is moving to creating its own chips. He prefers to invest directly in the semi-conductor business, especially Nvidia where the market comes to them. The GPU processor is good for AI applications.
BUY
Is down 38% from its January highs. Semis are oversold, because the street fears a recession, China's lockowns and mobile phone sales. Their last two quarters were sensational. Qualcomm doesn't get enough credit for their exposure in cars or the internet of things. Sells for only 12x PE and pays a 2.5% dividend yield.
TOP PICK
Well positioned in 5G network rollout. Strong position in IOT business. Strong financials/balance sheet and has had quality earnings growth.
BUY
It's attractive trading at a forward PE of 10x. They moved past a lot of their litigation of the past several years. Also, they have diversified away from the handset business. The semis have been beaten up already.
STRONG BUY
They just won a big contract with VW for electrifying those cars. They already have a deal with GM. It sells at 11x earnings. Great CEO and he expects a good quarter. He targets $170.
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