Qualcomm is experiencing a decline in its handset business but is rapidly growing in automotive, IoT, and data center sectors. The company’s recent deal with Amazon and strong Q3 results highlight its data center ambitions, with automotive revenue up 61% year-over-year. Analysts see potential for a 35% stock increase to $239.79, driven by non-handset growth expected to accelerate significantly by fiscal 2027. Risks include handset revenue drops and memory cost pressures, but overall, Qualcomm's diversification strategy positions it for long-term growth.
Arm Holdings is transitioning its royalty revenue focus from smartphones to data centers, where royalties have more than doubled year over year. Despite a strong 104% year-to-date rally, the stock trades at a high forward multiple of 94x, reflecting ...
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 hyperscal...
The Schwab US Dividend Equity ETF (SCHD) has delivered strong price returns of 33% over the past year, yet its dividend income has grown only modestly by about 2%. The fund's top holdings, including Qualcomm, Texas Instruments, UnitedHealth, and Coca...
Qualcomm announced it will publish its financial results for the fourth quarter and fiscal year 2026 on November 4, 2026, after market close. The earnings report will be available on Qualcomm's Investor Relations website and filed with the SEC. Qualc...
Qualcomm announced a quarterly cash dividend of $0.92 per common share, payable on December 17, 2026, to shareholders recorded by December 3, 2026. This dividend reflects Qualcomm's ongoing commitment to returning value to its investors amid its lead...
