DailyIQ
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Sector:TechnologyAll sectors
Last updated 6 minutes ago

QCOM·QUALCOMM Incorporated

$.
-. (-.%)
After Hours
High
$192.45
Open
$187.60
Market Cap
198.36B
52W High
$259.92
Low
$185.72
P. Close
$189.18
P/E
19.99
52W Low
$121.99
Fwd P/E
17.19
DailyIQ Est.
$222.20
Technical Score (1D)
55
BUY
News Sentiment
74
BULLISH
QCOM has broadened its AI‑focused semiconductor lineup, adding new products designed for data‑center, server, and emerging AI applications. This move signals the company’s intent to capture a larger share of the high‑margin AI chip market, which could lift revenue and improve margins over the next ten trading days. The expanded product mix will be reflected in QCOM’s upcoming earnings guidance, so investors should watch for any upward revisions to revenue or margin forecasts. Competitive dynamics with MPWR will also play a role; if QCOM gains traction, it could shift the balance in the AI chip segment and affect relative market positioning. Analysts will likely adjust price targets based on how quickly the new products gain market share, so watch for any changes in analyst ratings. Supply‑chain constraints could delay product rollouts, so keep an eye on any supply‑chain updates that might impact production timelines. Data‑center demand trends will influence the uptake of QCOM’s AI chips, so monitor industry reports on server and AI workload growth. Finally, watch for QCOM’s next earnings release and any commentary on product performance, as that will be the most direct indicator of whether the expansion translates into tangible financial gains.
Earnings Summary
Qualcomm Incorporated is a global technology leader focused on developing and licensing wireless technologies, operating primarily through its Qualcomm CDMA Technologies, Qualcomm Technology Licensing, and Qualcomm Strategic Initiatives segments, and is a key player in the semiconductor sector. In the most recent two quarters with complete data, Q3 2025 delivered EPS of $3.00 and revenue of $11.27 billion, up from Q2 2025’s $2.77 EPS and $10.37 billion revenue, marking a rebound in both earnings and top line. The following quarter, Q2 2026, reported EPS of $2.65 and revenue of $10.60 billion, slightly below Q1 2025’s $2.85 EPS and $10.84 billion revenue, indicating a modest slowdown in growth momentum. Historically, Qualcomm has posted a mixed YoY trajectory: after a dip in revenue from Q4 2024 ($11.67 billion) to Q1 2025 ($10.84 billion), the company rebounded in Q3 2025, while EPS has oscillated between $2.77 and $3.41 over the past four quarters, with the firm beating analyst estimates in four of the last five quarters. Recent news highlights Qualcomm’s expansion into AI-focused semiconductor products and the launch of a new AI factory, both aimed at diversifying revenue amid smartphone headwinds; the company also continues to drive automotive growth through its Snapdragon Digital Chassis platform, and has entered an AI security partnership with Scam.ai. Investors should watch for the company’s next earnings guidance for any upward revisions to revenue or margin forecasts, monitor early production milestones and cost‑control updates from the new AI factory, and track adoption rates of its next‑generation automotive platforms, as these factors will shape the company’s ability to sustain earnings momentum and capture new growth engines.}}

EPS

EstBeatMiss
$2.48$2.76$3.04$3.32$3.60Q4'24Q1'25Q2'25Q3'25Q2'26Q1'26
QtrEstActual+/−
Q1'26$3.47 - -
Q2'26$2.61$2.65+1.5%
Q3'25$2.88$3.00+4.3%
Q2'25$2.71$2.77+2.1%
Q1'25$2.82$2.85+1.2%
Q4'24$2.99$3.41+14.2%

Revenue

EstBeatMiss
$10.1B$10.7B$11.4B$12.1B$12.8BQ4'24Q1'25Q2'25Q3'25Q2'26Q1'26
QtrEstActual+/−
Q1'26$12.4B - -
Q2'26$10.8B$10.6B-1.9%
Q3'25 - $11.3B -
Q2'25 - $10.4B -
Q1'25 - $10.8B -
Q4'24 - $11.7B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

QCOM Stock Snapshot

QCOM is currently trading at $188.90, giving QUALCOMM Incorporated a market cap of 198.36B and a P/E ratio of 20.0. Today's range spans $185.72–$192.45, with shares opening at $187.60 and moving down $0.28 (0.1%) from the prior close. DailyIQ's technical score sits at 55/100 (HOLD) with a news sentiment reading of 74/100.

Over the past year QCOM has traded between $121.99 and $259.92 - the current price is +54.8% off the 52-week low and -27.3% from the high. 49 analysts cover the stock with a Hold consensus and a mean 12-month target of $220.23 (range $100.00–$314.00), implying upside of +16.6%.

The setup for QUALCOMM Incorporated (QCOM) is neither bullish nor bearish - it's patient. Score: 55/100 (HOLD). Sentiment: bullish (74/100). Price: $188.90 (in the middle of its 52-week range in $121.99–$259.92). The current P/E ratio stands at 20.0. A large-cap with 198.36B in Technology market cap in a neutral technical phase is exactly where position-sizing decisions get made before the next trend emerges.

In neutral phases, large-cap Technology names like QCOM are often where sector rotation debates play out quietly — at 198.36B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 55/100 (HOLD) and bullish sentiment (74/100) at $188.90 (in the middle of its 52-week range) describe a stock that is being considered rather than avoided.