QUALCOMM Stock News

Qualcomm's Q2 FY 2025 revenue rose 15% YoY to $10.8B, driven by 59% auto and 27% IoT growth. Free cash flow hit $6.65B in H1 FY 2025, with 100% returned to shareholders via $1.7B buybacks and $938M dividends. Gross margin declined to 55% from 56% YoY, as QCT product mix shifted toward lower-margin SKUs despite ASP increases.

Qualcomm's strong YoY performance indicates the continued recovery of the smartphone market and positive progress on its diversification strategy. While I'm optimistic about Qualcomm's diversification into automotive, I remain skeptical of its entry into the PCs and Industrials. While losing Apple can be a significant hole in Qualcomm's revenue and profits, its strong free cash flow and friendl...

Qualcomm's Q2 FY2025 results crushed expectations, with strong growth in QCT, IoT, and Automotive segments, highlighting superior execution and operational strength. Despite stellar fundamentals and bargain-level valuations, technical breakdowns and macro uncertainties suggest further downside risk before a sustainable rally emerges. I remain bullish long-term and have not reduced my position, ...

Qualcomm Inc NASDAQ: QCOM closed just above $150 on Friday, up a solid 25% from its multi-year low set in April. While that rebound initially looked like the beginning of a breakout, momentum has since stalled.

Qualcomm is undervalued at 14.2x Price-To-FCF, despite market concerns over Apple business loss and customer concentration risks. I see Qualcomm's unique integrated platform and diversification into Automotive, IoT, and PCs as key drivers to offset Apple revenue declines. Margins are under pressure due to competitive handset markets and automotive pricing, but profitability remains strong versu...

In recent years, stocks in the artificial intelligence (AI) field have become known for achieving sky-high valuations. Nvidia shot higher amid surprisingly strong demand for AI accelerators, and recently, Palantir's valuation has reached nosebleed levels as its software delivers notable productivity breakthroughs.

Qualcomm has unveiled plans to rejoin the data centre market by launching new custom CPUs optimised for AI workloads, in a move that positions it directly against rivals like Intel and AMD.

Qualcomm said it is planning to launch a custom central processing unit for the data center that can connect to Nvidia's GPUs and software. A link to Nvidia's infrastructure is key for any player hoping to crack into the data center, given the relevance of the U.S. chip giant's semiconductors are for AI.