Qualcomm
QCOM is a global leader in wireless technology, focusing on 5G chipsets, AI-capable Snapdragon processors, and connectivity solutions for smartphones, IoT, and automotive. Revenue through 3 quarters of 2025 is ~$40B. Revenue growth is anticipated to be 10-12%, year over year (2026: ~$45B; 2027: ~$50B; 2028: ~$56B). 5G adoption, AI chip demand, and automotive needs should continue to drive the stock price. Earnings per share are projected to grow 12-14%, year over year (2026: ~$11.20; 2027: ~$12.80; 2028: ~$14.70). Thus, the future looks quite bright for
QCOM .
Regarding price, it is currently trading at a PE of 15x and has a 2.25% dividend. The price is resting just above my historical simple moving average channel. I do anticipate it to drop into the channel (down in the high $130's-$140's) in the near-term due to typical September selloffs. However, I plan on adding more in the zone. A major bear case would be a major drop into the $90's to fill the price gaps on the daily chart before moving higher. I do not think this will happen unless a major catalyst in the market emerges - but always be prepared. Regardless, it is a strong company providing products and services that are in high demand. Currently fairly valued, I believe it become undervalued as the demand for 5G and new phone chips with AI capabilities emerges.
Thus, at $156.60,
QCOM is in a personal buy zone with a likely near-term drop into the $130's and $140's.
Targets into 2028:
Regarding price, it is currently trading at a PE of 15x and has a 2.25% dividend. The price is resting just above my historical simple moving average channel. I do anticipate it to drop into the channel (down in the high $130's-$140's) in the near-term due to typical September selloffs. However, I plan on adding more in the zone. A major bear case would be a major drop into the $90's to fill the price gaps on the daily chart before moving higher. I do not think this will happen unless a major catalyst in the market emerges - but always be prepared. Regardless, it is a strong company providing products and services that are in high demand. Currently fairly valued, I believe it become undervalued as the demand for 5G and new phone chips with AI capabilities emerges.
Thus, at $156.60,
Targets into 2028:
- $191.00 (+22.0%)
- $225.00 (+43.7%)
Trade ist aktiv
Target #1 reached resulting in a +22.0% gain.Anmerkung
Added more at $135.00 for an average holding near $143.Trade geschlossen: Ziel wurde erreicht
Target #2 reached resulting in a +66.7% gain after the cost averaging. Trade closed.If you enjoy this idea, please follow for more: tradingview.com/u/WorthlessViews/
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If you enjoy this idea, please follow for more: tradingview.com/u/WorthlessViews/
Haftungsausschluss
Die Informationen und Veröffentlichungen sind nicht als Finanz-, Anlage-, Handels- oder andere Arten von Ratschlägen oder Empfehlungen gedacht, die von TradingView bereitgestellt oder gebilligt werden, und stellen diese nicht dar. Lesen Sie mehr in den Nutzungsbedingungen.
