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 still values Qualcomm primarily as a smartphone chip maker, keeping its stock undervalued. The company’s fiscal Q3 2026 revenue beat estimates, driven by non-handset segments, although handset sales declined. Investors see potential for significant upside if Qualcomm successfully scales its data center and automotive businesses, with a 12-month price target of $228.68 implying a 16.27% gain from current levels. Risks include reduced modem share in upcoming iPhones and margin pressures, but management is taking steps to stabilize profitability.
Qualcomm shares rose 3.92% to USD 201.87 on Pluang as of Sep 28, 2026 00:11 WIB, showing strong market interest despite a high sell order activity of 88%. The stock's market cap stands at $215.72 billion, reflecting its significant presence in the technology sector. This price movement coincides with the company's reported growth in automotive and data center segments, which the market may still be undervaluing.
Qualcomm's stock surged 6% following the renewal of its agreement with Apple, reversing an initial selloff reaction. The renewal eases concerns about Qualcomm losing Apple as a customer, boosting investor confidence despite the announcement lacking d...
Arm Holdings stock surged 5% following a steep decline, outperforming semiconductor peers due to optimism about AI-related royalty growth. The rebound is driven by expectations that Meta's AI shift toward CPUs benefits Arm's processor designs, which ...
Qualcomm and Cisco both raise dividends annually and invest in AI infrastructure, but Cisco offers a more reliable dividend for retirees. Qualcomm yields 1.85% with a strong buyback focus, while Cisco yields 1.49% but prioritizes dividend payments wi...
Arm is positioned as a key player in AI infrastructure, with its IP embedded in major hyperscalers' hardware. The company reported Q1 FY2027 revenue up 22%, driven by royalty and licensing growth, despite a GAAP EPS miss. Arm's data-center royalty re...
Qualcomm introduced its Snapdragon 8 Elite Gen 6 chipsets, designed for high-end Android smartphones with enhanced on-device AI capabilities. Built using TSMC's 2-nanometer process, these chips target premium brands like Motorola, Xiaomi, and ZTE ami...
