Apple renewed its global patent license agreement with Qualcomm, effective April 2027, even as it reduces Qualcomm chip purchases to focus on in-house modems. This deal underscores Qualcomm's strong position in licensing wireless technology patents, generating $1.28 billion last quarter with high margins. Qualcomm is also growing in automotive and data center markets, offsetting declines in handset revenue. The company's strong cash flow, dividends, and buybacks make it attractive despite handset challenges and market risks. Upcoming revenue from hyperscaler programs and collaborations like Amazon's data center deal provide further growth catalysts.
Qualcomm shares trade at USD 185.35 on Pluang as of Sep 30, 2026, 22:03 WIB, showing a modest 0.62% gain for the day. This price sits well above its 52-week low of USD 124.07 but remains below the 52-week high of USD 251.10, highlighting some room for growth. Despite market risks, strong buy interest at 94% on Pluang and a steady 2% dividend yield underline investor confidence in Qualcomm's licensing and growth prospects.
Chip stocks are recovering after a sharp selloff, with Arm Holdings leading the rebound by rising 5%. This recovery highlights renewed investor interest in semiconductors, especially those tied to artificial intelligence and data center growth. Marve...
Arm Holdings' stock dropped 9%, significantly more than peers Qualcomm and Marvell, amid a broader semiconductor selloff driven by inflation concerns and rising oil prices. The selloff is intensified by profit taking after Arm's 158% year-to-date gai...
Qualcomm has renewed its Global Patent License Agreement with Apple, removing a major uncertainty for investors. The stock trades near $194 with a 24/7 Wall St. price target of $228.68, implying a 16.27% upside. Qualcomm's growth is driven by expandi...
Qualcomm reported a 61% growth in its automotive segment and raised its long-term non-handset revenue target to $40 billion by fiscal 2029. Despite these strong growth indicators and a data center business aiming for $15 billion by 2029, the market s...
