QUALCOMM Stock News

Qualcomm is well-positioned to benefit from AI's shift toward more efficient, low-power chips, especially for edge devices and inference workloads. QCOM's fundamentals are solid with rising cashflow margins, a strong balance sheet, and an attractive 12.1x TTM unlevered pretax cashflow valuation. Our technical analysis suggests a favorable risk/reward setup, with a potential upside to $215-240 a...

Demand for Broadcom's custom AI processors has led to a remarkable rise in revenue. However, the chipmaker's terrific surge has lifted the stock to an expensive valuation.

Qualcomm delivered strong quarterly results and raised guidance, yet the stock dropped due to a one-off tax write-off distorting GAAP earnings. QCOM trades at a value-like P/E of 15–17x, with robust cash flows, expanding margins, and leadership in edge AI across handsets, autos, and IoT. The market misunderstands QCOM's AI positioning; it's not competing with Nvidia but enabling edge-to-cloud A...

QUALCOMM Incorporated ( QCOM ) Q4 2025 Earnings Call November 5, 2025 4:45 PM EST Company Participants Mauricio Lopez-Hodoyan - Vice President of Investor Relations Cristiano Amon - CEO, President & Director Akash Palkhiwala - CFO & COO Alexander Rogers - President of Qualcomm Technology Licensing (QTL) & Global Affairs Conference Call Participants Joshua Buchalter - TD Cowen, Research Division...

The chip company's results were upbeat when excluding the charge, with its CEO cheering strong business momentum and new opportunities in data centers

The semiconductor and software maker posted a loss of $3.12 billion following a large tax-related charge, but recorded a 10% increase in sales.

Qualcomm Inc (NASDAQ:QCOM, ETR:QCI)'s fiscal fourth quarter financial results topped estimates for both revenue and earnings per share (EPS), however, a tax-related charge saw it post a net loss for the period. For the September quarter, revenue was up 10% year-over-year at $11.27 billion, above estimates of $10.77 billion.

Qualcomm reported better-than-expected earnings and revenue for the fiscal fourth quarter. The chipmaker has been trying to elbow its way into the artificial intelligence boom, which has to date been dominated by Nvidia.