QUALCOMM, Inc. vs First Trust Cloud Computing ETF — how do they compare? QUALCOMM, Inc. trades at $178.38 (market cap $189.14B), while First Trust Cloud Computing ETF trades at $169.97 (market cap $3.46B). The key difference: QUALCOMM, Inc. is far larger — about 54.7× First Trust Cloud Computing ETF's market cap, and QUALCOMM, Inc. pays a 2.08% dividend while First Trust Cloud Computing ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold QUALCOMM, Inc. for 87 Days and First Trust Cloud Computing ETF for 84 Days on average.
| QCOM | SKYY | |
|---|---|---|
Market Cap | $189.14B | $3.46B |
Volume | 7,874,672 | 180,124 |
Sector | Technology | — |
52-Week High | $251.10 | $171.01 |
52-Week Low | $124.07 | $104.16 |
Typical Hold Time | 87 Days | 84 Days |
Enterprise Value | $196.10B | — |
Dividend Yield | 2.08% | — |
Signals from Pluang's Aura AI — not financial advice
Qualcomm (QCOM) trades at $176.01, down 2.79% on the day, with a bearish technical signal but strong fundamentals including 21.01% net income margin and 33.75% ROE. Recent earnings show mixed results with Q2 2026 missing expectations, while the company benefits from diversification into AI data centers and automotive sectors. Analyst consensus price target stands at $204.48, representing 16% upside potential from current levels.
The stock presents a compelling opportunity with reasonable valuation (P/E 20.24) and transformative AI partnerships, particularly the Amazon AWS deal offering up to $60 billion in potential revenue. Key risks include smartphone market dependence and competitive pressures in AI chips. Wall Street sentiment leans positive with 43% buy ratings despite recent technical weakness.
SKYY, the First Trust Cloud Computing ETF, trades at $170.78, near its 52-week high, with a slight daily decline of 0.13%. Technical indicators show a bullish trend from moving averages, while oscillators are neutral. Recent news highlights the ETF reaching new highs, driven by AI and cloud computing demand, with institutional adjustments in holdings. Financial ratios are not applicable as this is an ETF tracking a basket of cloud computing stocks.
The outlook for SKYY is positive, supported by secular trends in AI adoption and cloud infrastructure spending. Risks include market volatility and sector concentration, but the ETF offers diversified exposure without heavy reliance on mega-cap tech. Analyst sentiment is generally favorable, focusing on long-term growth opportunities in the cloud computing sector.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies involved in the cloud computing industry.
Read more on SKYY →