NASDAQ:QCOM
Qualcomm (QCOM)
201.97
+7.71 (3.97%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
371 watching
Financials 
Technical Analysis 0
BUY
Decent runway going forward. Lots of volatility. More geared to data centres and gaming. His position is around 2.75%. Likes this one, very much recommends it. (Analysts’ price target is $167.00)
Kim BoltonOwned
Telecommunications
COMMENT
NXP should do very well next, but he wonders about Qualcomm. Their price action goes one way, but the fundamentals go the other. This must be resolved (like Apple). Qualcomm is very undervalued.
Jim LebenthalOwned
Telecommunications
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)
Kim BoltonOwned
Telecommunications
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.
Zachary Curry Owned
Telecommunications
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)
Kim BoltonOwned
Telecommunications
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.
Telecommunications
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.
Shane ObataOwned
Telecommunications
BUY
They execute well with their Snap-dragon chip, 5G and the internet of things. PE isn't high. Good runway ahead.
Gordon ReidOwned
Telecommunications
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.
Jim LebenthalOwned
Telecommunications
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)
Kim BoltonOwned
Telecommunications
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.
Telecommunications
TOP PICK
Well positioned in 5G network rollout.
Strong position in IOT business.
Strong financials/balance sheet and has had quality earnings growth.
John ZechnerOwned
Telecommunications
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