Qualcomm is rated as a Sell above $145 because its current stock price is about 22% higher than the analyst's fair value estimate, driven by optimistic growth assumptions and margin risks. While automotive sales have grown 61% and patent licensing remains profitable, challenges persist in handset and Apple modem revenues. The company's data center ambitions, supported by partnerships with Amazon, show promise but face concerns over margin dilution and unproven economics. Investors may find a buying opportunity if Qualcomm's data center growth, improved margins, and cash flow become more visible, especially if the stock falls below $130.
Qualcomm's market cap stands at $175.97 billion as of Oct 31, 2026, 21:31 WIB, with a dividend yield of 2.23%. The stock price on Pluang is $164.81, down 11.11% in one day, reflecting significant recent volatility. Pluang data also shows a high sell order activity at 86%, indicating cautious sentiment among investors despite the company's ambitious AI and data center growth plans.
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