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NASDAQ:QCOM
Qualcomm (QCOM)
Financials 
Technical Analysis 
Jun 15, 2026, 12:00 amThis summary was created by AI, based on 12 opinions in the last 12 months.
Qualcomm (QCOM-Q) has had a mixed reception from analysts, reflecting its shifting business landscape and competitive challenges. Historically the largest smartphone semiconductor company, it's now facing difficulties with a decline in its smartphone market share, particularly losing business from Apple. However, there is potential in its diversification efforts into the automotive sector and the Internet of Things, where double-digit growth is anticipated. Additionally, there are insights suggesting that Qualcomm is currently undervalued relative to its peers, trading at lower multiples while still maintaining a significant presence in key markets like Android smartphones and automotive technology. The sentiment around AI also pervades the analysis, as Qualcomm positions itself to enable future AI developments despite the market's volatility.
Kim Bolton
Semiconductors is a fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.
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Kim Bolton
Gordon Reid
Kim BoltonAn essential 5G play Their platform is essential for 5G network. They spent year working on this technology. Customers include Apple. With 5G approaching, they'll see a payoff. Sells less than 20x 2022 earnings.
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Now that the patent litigation is over, there are a number of growth catalysts. Relative to peers, such as TSM, it has lagged in relative terms. There are reasons for this. You could take some profits if you have big gains. Will likely hold up well if there is a correction since it has not run up as much.