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Qualcomm (DE:QCI)
NASDAQ:QCI

Qualcomm (QCI) Price & Analysis

88 Followers

QCI Stock Chart & Stats

€148.06
€1.68(1.13%)
At close: 4:00 PM EDT
€148.06
€1.68(1.13%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationSustained FCF near $10.4B and high cash conversion underpin durable financial flexibility: funds organic R&D, data‑center investments, dividends and buybacks while cushioning cyclicality in chip cycles, supporting long‑term capital allocation and shareholder returns.
Non‑Handset DiversificationA clear strategic pivot toward automotive, industrial IoT and data center expands addressable markets and reduces handset cyclicality. Large design‑win pipelines, BMW/Stellantis partnerships and multi‑product data‑center milestones create structurally higher recurring revenue potential over the medium term.
Profitability And MarginsHigh TTM margins reflect a durable mix of high‑margin licensing and premium chipsets, indicating structural moat from IP and system‑level integration. Strong operating profitability supports reinvestment and resiliency through semiconductor cycles, helping sustain returns on capital.
Bears Say
Input‑Cost & Memory HeadwindsRising memory and broad supply‑chain input costs compress hardware gross margins and take time to pass through via pricing. This reduces near‑term operating leverage and free cash flow, forcing margin tradeoffs as Qualcomm invests in lower‑margin data‑center chips.
Handset Concentration RiskMaterial swings in Apple and handset volumes expose revenue volatility despite diversification plans. Large OEM concentration means supply or share shifts can quickly erode chipset and licensing revenue, making near‑term top‑line and guidance sensitive to handset cycles.
Data‑Center Execution RiskAmbitious data‑center targets require successful tape‑outs, production scaling and customer validation. Execution risk and elevated OpEx during the build phase could delay margin benefits and increase volatility if custom silicon or server CPU ramps falter versus targets.

Qualcomm News

QCI FAQ

What was Qualcomm’s price range in the past 12 months?
Qualcomm lowest stock price was €106.06 and its highest was €222.40 in the past 12 months.
    What is Qualcomm’s market cap?
    Qualcomm’s market cap is €134.35B.
      When is Qualcomm’s upcoming earnings report date?
      Qualcomm’s upcoming earnings report date is Nov 11, 2026 which is in 101 days.
        How were Qualcomm’s earnings last quarter?
        Qualcomm released its earnings results on Jul 29, 2026. The company reported €1.92 earnings per share for the quarter, missing the consensus estimate of €1.94 by -€0.02.
          Is Qualcomm overvalued?
          According to Wall Street analysts Qualcomm’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Qualcomm pay dividends?
            Qualcomm pays a Quarterly dividend of €0.798 which represents an annual dividend yield of 2.41%. See more information on Qualcomm dividends here
              What is Qualcomm’s EPS estimate?
              Qualcomm’s EPS estimate is 1.95.
                How many shares outstanding does Qualcomm have?
                Qualcomm has 1,050,000,000 shares outstanding.
                  What happened to Qualcomm’s price movement after its last earnings report?
                  Qualcomm reported an EPS of €1.92 in its last earnings report, missing expectations of €1.94. Following the earnings report the stock price went down -6.686%.
                    Which hedge fund is a major shareholder of Qualcomm?
                    Currently, no hedge funds are holding shares in DE:QCI
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Qualcomm

                      QUALCOMM Incorporated is a company dedicated to developing and bringing to market fundamental technologies crucial for the global wireless communication industry. Its operations are structured into three primary segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT division specializes in creating and supplying integrated circuits and system software, leveraging 3G, 4G, 5G, and other advanced wireless technologies. These components are essential for a range of products, including those used for wireless voice and data communication, networking, application processing, multimedia, and global positioning. The QTL segment generates revenue by licensing its extensive intellectual property portfolio, which encompasses various patent rights vital for the manufacture and sale of wireless devices, particularly those adhering to standards like CDMA2000, WCDMA, LTE, and OFDMA-based 5G. Through its QSI segment, Qualcomm invests in early-stage companies across diverse sectors such as 5G, artificial intelligence, automotive, consumer electronics, enterprise solutions, cloud computing, and the Internet of Things, aiming to support the introduction of new products and services for both existing and emerging communication applications. Furthermore, the company provides development services and related products to United States government agencies and their contractors. Founded in 1985, QUALCOMM Incorporated maintains its headquarters in San Diego, California.

                      Qualcomm (QCI) Earnings & Revenues

                      QCI Company Deck

                      QCI Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a materially positive long-term outlook driven by clear diversification progress: record automotive results, robust IoT and industrial design wins, concrete early data center milestones (tape-out, two custom wins with wafers in production) and an expanded FY2029 non-handset target to $40B. Short-term challenges include elevated memory and input costs, supply constraints that materially reduce expected Apple revenue, handset-market weakness (Android down ~20% YoY), and near-term gross-margin pressure (partly offset over time by double-digit pricing actions). Given the magnitude and strategic significance of the wins and targets versus manageable near-term cost and supply headwinds, the highlights outweigh the lowlights.View all DE:QCI earnings summaries

                      QCI Revenue Breakdown

                      85.51%85.51%14.49%
                      85.51% Equipment and services
                      14.49% Licensing
                      tipranks

                      QCI Stock 12 Month Forecast

                      Average Price Target

                      €178.93
                      ▲(20.85% Upside)
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