Qualcomm is currently undervalued by the market, which still views it mainly as a handset maker despite its growing AI and automotive businesses. The company reported a 61% increase in automotive revenue and expects significant revenue from hyperscaler custom silicon in data centers starting this quarter. Management targets $40 billion in non-handset revenue by fiscal 2029, with data center revenue projected to reach $15 billion by then. The stock trades at about 18 times forward earnings, offering a potential 24.7% upside to a $219 price target, driven by growth outside handsets and ongoing AI collaborations with companies like Amazon. Risks include a decline in Apple-related revenue and higher costs, but price increases and free cash flow yield support the outlook. Investors should watch upcoming data center revenue as a key growth indicator.
As of Oct 23, 2026 21:11 WIB, Qualcomm trades at USD 174.23, closer to its 52-week low of USD 124.07 than its high of USD 251.10, suggesting room for growth compared to Amazon, which is trading at USD 248.25 near its 52-week low of USD 198.79. Apple remains near its 52-week high at USD 348.05. Qualcomm's 1-day gain of 0.81% contrasts with Amazon's 0.85% loss and Apple's slight 0.05% decline, highlighting different investor sentiments on these tech giants on Pluang.
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