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NASDAQ:QCOM

Qualcomm (QCOM)

226.39
+0.28 (0.12%)
as of Jun 18, 2026, 11:54:02 pm Market Open.
195 watching
0
BUY
Top investing idea. John: Backlog. 12x earnings. Moving big into internet of things. Will benefit from a rotation back into growth. Buy and tuck away.
BUY
He owns Qualcomm and NXP--great valuations. He expects the economic cycle to be very long. There is a wave of factory/mine/construction and building happening in the US and around the world, which which will feed demand for semis.
BUY
Nice long runway. Chips are the engine of digitization. Leadership in 5G. Recent acquisition gives them stronger lines into smartphones, Windows PC, and automotives. Likes it. (Analysts’ price target is $197.50)
DON'T BUY
Its focus is the cell phone industry. Apple is moving to creating its own chips. He prefers to invest directly in the semi-conductor business, especially Nvidia where the market comes to them. The GPU processor is good for AI applications.
BUY
Is down 38% from its January highs. Semis are oversold, because the street fears a recession, China's lockowns and mobile phone sales. Their last two quarters were sensational. Qualcomm doesn't get enough credit for their exposure in cars or the internet of things. Sells for only 12x PE and pays a 2.5% dividend yield.
TOP PICK
Well positioned in 5G network rollout. Strong position in IOT business. Strong financials/balance sheet and has had quality earnings growth.
BUY
It's attractive trading at a forward PE of 10x. They moved past a lot of their litigation of the past several years. Also, they have diversified away from the handset business. The semis have been beaten up already.
STRONG BUY
They just won a big contract with VW for electrifying those cars. They already have a deal with GM. It sells at 11x earnings. Great CEO and he expects a good quarter. He targets $170.
BUY
His top semi (AMD is close). Shares have come off recently over worries of cell phone sales. Earnings come out tomorrow. Trades at 12x forward earnings.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 22/22, Down 14.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with QCOM has triggered its stop at $135. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 11%, when combined with our previous buy recommendation.
TOP PICK
The king of CPUs. Their IP, chips and software are all related to 5G as they start to roll it out. Business units are geared towards 5G, another to intellectual property, another in design. He targets $214. (Analysts’ price target is $206.03)
BUY
QCOM vs. GOOG Likes both. QCOM has fallen, though fundamentals continue to be extremely strong. Reach is expanding with 5G and internet of things. Less reliance on AAPL. Good holding. GOOG is also a good holding. Don't believe that FAANG stocks are expensive. Looking at the fundamentals, GOOG trades at only a slight premium to the market, but is growing many times what the market and economy are.
BUY ON WEAKNESS
The stock has come off a lot this year to around $140. Maybe buy around $120 this quarter. This is a long-term add in a sector that will continue to grow. Valuations are attractive.
BUY ON WEAKNESS
Does not own stock, but low price on stock could present buying opportunity. Thinks there are other companies in the sector that might be better investment. Growth rate not as strong as competitors.
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