Technology · Semiconductors · United States
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Trade ideas
QCOM isn't in any strategy's Top Picks or Good Opportunities today.
Analysts
Value vs sector peers
- Fwd P/E17.772
- P/B6.975
- Yield2.0%86
- P/E20.690
- Rev growth-4.0%0
Fundamentals
Performance
AI Infrastructure · Compute
The AI tradeEdge inference and modems rather than data-centre silicon; a compute constituent, not a driver.
In the briefing and the feed
Briefing for 11 SeptSemicap and hyperscaler breadth jumped this week (semicap 80%→100%, hyperscaler 60%→80%) even as compute breadth slipped (100%→89%) after Broadcom crossed below its 200 EMA.
The rotation shows strength concentrating in equipment makers and hyperscalers rather than the chip names themselves; Broadcom's break below trend is notable given its size within compute, while Qualcomm and Meta both crossed above their 200 EMA in the same window, pointing to idiosyncratic winners inside otherwise mixed subsectors.
Compute · Semiconductor equipment · Hyperscalers· AVGO, QCOM, META
- mixedSkyworks Rises 7%, Qorvo Gains 5% as CEO Says $22B Merger Is in Final Stages; Qualcomm Ticks UpSkyworks and Qorvo stocks rose 7% and 5% respectively as a CEO indicated a $22 billion merger is in final stages; Qualcomm ticked up.24/7 Wall St. · 11 Sept · QCOMCompute
- bullishQualcomm Stock Spikes as It Bags Massive Data Center Deal With AmazonQualcomm has secured a massive data center deal with Amazon.Barchart · 10 Sept · QCOM, AMZNCompute · Hyperscalers
Catalysts
Next earnings: 29 Oct
Trade idea history
No trade idea has fired on QCOM since the ledger opened.
Get it by email
The board QCOM sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.