Added to YB: 2025-09-22
Pitch date: 2025-09-18
QCOM [bearish]
QUALCOMM Incorporated
-4.64%
current return
Author Info
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Company Info
QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide.
Market Cap
$191.0B
Pitch Price
$168.31
Price Target
N/A
Dividend
1.99%
EV/EBITDA
13.85
P/E
35.78
EV/Sales
4.44
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Qualcomm is out of time.
QCOM (bearish): Despite 8yrs diversification efforts, still 75% smartphone revenue vs 25% other. Apple launches internal modem Sept 2025 (iPhone 16e/Air), likely 100% by Sept 2026. Patent licensing expires April 2027 - massive cliff risk. Failed datacenter CPU twice, Cloud AI struggling, XR lost to MediaTek, compute 6yrs late vs $1B 2019 target.
Read full article (19 min)