NASDAQ:QCOM

Qualcomm (QCOM)

182.85
-3.63 (1.95%)
as of Jul 7, 2026, 5:19:55 pm Market Open.
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star iconJul 6, 2026, 12:00 am

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

Qualcomm (QCOM) has recently made significant moves in the market, leading some experts to view it as a top pick with considerable AI potential, despite certain challenges such as losing Apple's business and reliance on the smartphone market. The company is seen as diversifying away from handsets into promising sectors like the Internet of Things (IoT) and automotive technologies, which are expected to foster double-digit growth. Analysts highlight the current valuation as attractive given its price-to-earnings ratio compared to peers and note that Qualcomm remains a key player in mobile connectivity, despite its historical ties to the slower-growing smartphone market. Analysts differ in their outlook, with some suggesting it’s time to exit due to a lack of growth in core areas, while others believe its expansions position it well for future opportunities.

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Consensus
Hold
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With a market cap over $190b, we again reiterate this proven leader in semiconductors as a TOP PICK. As supply chain issues reduce, success of its largest customer (AAPL) will also improve, driving demand and revenue higher. Past earnings beat market analyst expectations by 23% and is managing profit margins over 26%. It pays a small (but growing) dividend backed by a payout ratio under 35% of cashflow. It trades at 22x earnings compared to peers at 58x. We also like it has been buying back stock while still growing cash reserves. We continue to recommend a stop-loss at $135, looking to achieve $210 -- upside potential of 18%. Yield 1.63% (Analysts’ price target is $208.99)
COMMENT

He worries about the possible long term challenges. Apple is going to develop its own communication chips which would affect Qualcomm. Would prefer TSM.

BUY
Great leadership position. Expanded well beyond AAPL. Think 5G, automotive sector, plus patent and licensing division is a fantastic revenue stream. Not expensive, growing very well, starting to get attention of markets. Automotive engagement will give it greater growth, diversity, and stability. Growth not impacted by chip shortage.
BUY
This is going much higher, because they have a great business plan and are dominant in the space.
BUY
A favourite. It should rise 20% to $230 by June 30.
BUY
It hit a new 52-week high today. Today, JPM targets $225 and named it a top pick for 2022. In terms of options, he's moving up from the $180s to the $190s. He's sticking with it. He bought back both his shorts and longs and is starting to ease those out. Why? Like Apple, fund managers will want QCOM into year-end.
HOLD
His top pick in the semis. Last quarter they hit their numbers, increased guidance. Not as dependent on AAPL. One of the cheapest semiconductor stocks. EPS can easily hit $10 next year. He'd be more inclined to play the SMH ETF, with plays all across the board.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 28/21, Up 39.4%)Stockchase Research Editor: Michael O'Reilly Our recently reiterated PAST TOP PICK with QCOM has quickly achieved its $182 objective. To be disciplined, we recommend covering half the position at this time and trailing up the stop (from $110) to $135.
COMMENT
They report Wednesday. He doesn't much positivity in their cell phone business.
BUY
Chip designer. 5G is a 2022-23 story, and they'll benefit. Chip shortage will always be an issue, but will get sorted out over time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate QCOM as a TOP PICK. The company is a proven leader in semiconductors and pays a good dividend backed by a payout ratio right around 33% of cashflow. It trades at 17x earnings compared to peers at 37x and has a PEG ratio under 1.0 -- good growth relative to PE. We would buy this with a stop-loss at $110, looking to achieve $182 -- upside potential of 35%. Yield 2.04% (Analysts’ price target is $181.95)
BUY
Thinks they have a bright future and the 5G revolution has just begun. Has valuable patents. Trades at an inexpensive multiple at 16x earnings. A discount to the market. A buyer here.
DON'T BUY
They're trying to diversity their end markets, are trying to buy a car company (as is Magna) to enter the auto market. Expect them to do more acquisitions. There are better stocks within tech.
BUY
Well priced company to participate in the 5G rollout. Patent business is robust.
BUY
One of his top picks in the semi space. The stock is trading at 20x multiples. One of the best 5G plays. Gets royalties from CDMA cellphone tech too. Stock has moved up but relatively cheap for the group.
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