Qualcomm faces near-term challenges with a forecasted 10% revenue drop and 28% EPS decline in Q4. However, the company is strategically diversifying into data centers, defense, and robotics, positioning itself for long-term growth beyond mobile devices. Despite rising competition, Qualcomm's discounted valuation and ongoing innovation present a favorable risk/reward profile for investors. The Buy rating is reiterated based on these factors and the company's leadership in edge computing.
Qualcomm shares are trading at USD 163.22 on Pluang as of Nov 03, 2026 02:41 WIB, down 0.96% in the last day. The stock's market cap stands at $175.97 billion, reflecting its significant size despite recent revenue challenges. Investor activity shows 60% selling and 40% buying, indicating mixed sentiment around the company's strategic shifts.
Qualcomm is set to start generating significant revenue from AI data center deals with major hyperscalers, targeting $5 billion in fiscal 2027 and $15 billion by 2029. While handset sales face a decline, the company expects strong growth in non-hands...
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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 re...
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