Added to YB: 2026-07-08
Pitch date: 2026-07-04
QCOM [bullish]
QUALCOMM Incorporated
-9.76%
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
$172.9B
Pitch Price
$178.13
Price Target
277.00 (+71%)
Dividend
2.27%
EV/EBITDA
14.60
P/E
18.84
EV/Sales
4.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qualcomm – A Contrarian Pick With Huge Upside Potential (A Deep Dive)
QCOM: Contrarian buy at $176 (16x '26 EPS, 0.9x PEG). Market prices $7B Apple modem loss (17% rev, gone by 2028) but ignores diversification: auto (26% CAGR, $65B pipeline), IoT (20%), data center inference ($15B by '29, Meta/MS/ByteDance deals). 27% ROIC. PT $277, ~22% CAGR to FY28.
Read full article (34 min)