Qualcomm: Undervalued High-Growth Compounder With Premium Margins

Qualcomm is rated a Strong Buy with a $223 price target, reflecting a 23% upside and significant undervaluation at a 15x forward P/E. QCOM delivered its 9th consecutive double-beat quarter, posting 10% revenue growth and 15% EPS growth, outperforming peers yet trading at a steep discount. The QCT segment remains robust and diversified, with automotive and IoT revenues up 11% and automotive growing 36% year-over-year, supporting long-term growth.

Seeking Alpha • Dec 13, 2025

Qualcomm Just Got Called an AI Loser—So Why Is It Rallying?

Shares of Qualcomm Inc. NASDAQ: QCOM were trading up more than 2% on the morning of Wednesday, Dec. 10, marking their longest stretch of gains in months and putting the stock up 12% in just a few weeks. It's an impressive move for a company that, according to the team at Wedbush, is supposedly on the wrong side of the AI revolution.

MarketBeat • Dec 12, 2025

QCOM Expands Into AI Video Intelligence Market: Will it Drive Growth?

Qualcomm teams with CP PLUS to bring on-device AI to video security as it pushes into the fast-growing AI video market.

Zacks Investment Research • Dec 12, 2025

Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Qualcomm (QCOM) closed at $178.29, indicating a -1.64% shift from the previous trading day.

Zacks Investment Research • Dec 12, 2025

Qualcomm: The Most Underappreciated EPS Upside Story In Semis

Qualcomm is positioned for a rally, driven by AI-driven handset ASP uplift and accelerating automotive revenues. Premium Android demand and automotive ADAS expansion provide multi-year EPS growth levers, reducing cyclicality and supporting re-rating potential. Conservative modeling shows an immediate ~8.5% EPS uplift for FY2026, with further upside from AI PCs and cloud AI opportunities.

Seeking Alpha • Dec 12, 2025

Qualcomm Is Still Cheap As Its AI Story Gets Real

QUALCOMM maintains a buy rating, supported by resilient mobile chipsets and expanding automotive and AI data center opportunities. QCOM's handset revenue ex-Apple rose 10%, with automotive revenue nearing $4B, underscoring diversification and execution strength. The company's AI data center strategy targets inferencing, leveraging edge expertise, and aiming for incremental share in a concentrated market.

Seeking Alpha • Dec 12, 2025

3 Stocks Looking to Pay You in 2026

Stock market buybacks are a great way for publicly traded companies to reward shareholders and signal confidence for 2026.

Benzinga • Dec 12, 2025

2 Cheap Tech Stocks to Buy Right Now

A partnership with Nvidia could end years of struggles for shares of former Finnish mobile phone maker Nokia. A renewed interest in smartphones and heavy demand for AI chips could be the catalyst Qualcomm stock needs.

The Motley Fool • Dec 11, 2025

QCOM vs. ASTS: Which Wireless Innovator is the Smarter Bet for 2026?

Qualcomm's steady growth and stronger valuation may give it the edge over AST SpaceMobile in the 2026 wireless showdown.

Zacks Investment Research • Dec 10, 2025

Qualcomm stock price is sending mixed signals: is it a good buy?

The Qualcomm stock price continued its recent rebound in the past few days as investors bought the recent dip. The QCOM stock was trading at $175, up by over 10% from its lowest level in November, giving it a market capitalization of over $187 billion.

Invezz • Dec 9, 2025