Qualcomm is increasingly valued for its expanding business beyond smartphones, including automotive, IoT, and data center segments. Automotive revenue hit a record $1.33 billion in Q2 FY26, growing 38% year-over-year, while IoT also showed solid growth. The company beat earnings estimates for four straight quarters and maintains strong cash flow and profitability metrics. Management supports shareholders with dividends and a $20 billion buyback program. Risks include exposure to China and handset revenue declines, but diversification and new data center initiatives provide growth potential, with a key investor event scheduled for June 2026.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
