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
Well priced company to participate in the 5G rollout. Patent business is robust.
Gordon ReidOwned
Telecommunications
PARTIAL BUY
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.
Telecommunications
BUY
Major supplier of CPUs. 12-month price target of $172, an increase of just over 25%.
Kim BoltonOwned
Telecommunications
BUY
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.
John ZechnerOwned
Telecommunications
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Latest earnings reported by QCOM show revenue growth of 60% on the year and are estimated for another 25% next year. Trading at 20x earnings, compared to peers at 32x, it is good value here. The company is a proven leader in semiconductors and pays a good dividend backed by a payout ratio right around 45% of cashflow. We would buy this with a stop-loss at $105, looking to achieve $172 -- upside potential of 29%. Yield 2.01% (Analysts’ price target is $172.16)
Telecommunications
BUY
Still likes it, especially for 5G deployment. Buy thirds at $140, $130, and $120. Potential to be a pretty long-term hold.
Kim BoltonOwned
Telecommunications
TOP PICK
Excellent earnings, yet stock sold off. A company that can grow all the metrics like revenue, cashflow, earnings in the mid-high teens for the foreseeable future. The absolute best place to be for the 5G revolution. Patents and licensing, plus chip operations. Yield is 1.80%. (Analysts’ price target is $172.70)
Gordon ReidOwned
Telecommunications
TOP PICK
Hardware side of AI and machine learning. Price target of $168. Leadership position in 5G, which will give them strong margins. Recent acquisition gives them a great venue into autonomous driving. Yield is 1.58%. (Analysts’ price target is $165.89)
Kim BoltonOwned
Telecommunications
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
