Limited effect on NVIDIA processors News ad

Qualcomm NASDAQ: Qcom Repeated entrance to CPU The semiconductor market deserves attention for several reasons, but it may not be enough to move the needle. While this confirms Nvidia NASDAQ: NVDA The decision to open NVLINK SYSTEM other manufacturers with NVLINK FUSIONThe processor market is already dominated by Intel and Advanced Micro Devices NASDAQ: AMDwho are unlikely to sit still. The role of Nvidia is crucial; permission of the 3rd third-party manufacturers to build NVLINK Equipment in their systems allows the developers of AI to build Half -Foreign AI infrastructure Faster and more effective for data processing than previous systems.

Qualcomm today

Qualcomm includes shares logo
$ 145.38 -1.99 (-1.35%)

As of 05/23/2025 21:00

52-week range
$ 120.80

$ 230.63

Dividend yield
2.45%

P/e ratio.
15.53

Value is valuable
$ 192.08

What percentage of market share can receive Qualcomm from Data processor market? The market is rated approximately 14.15 billion dollars in 2025, so moving the needle for his business will receive significant benefitsField

This is possible because of the NVIDIA position in the industry with the help of II-graphic processors, but the real opportunity is to establish another income stream to help diversify the business. The capture of reliable growth, predicted for the industry and the position in the replacement/update cycle will be a victory for Qualcomm.

Analysts see that the global industry of data processing centers grows on a moderately high unambiguous CAGR in the middle of the next decade for a pure growth of more than 110%. How is it Intel commands about 75% of the market And almost the rest, so this will be a complex market.

NVIDIA-compatible A-Qualcomm processors for analysts for analysts

Qualcomm will enter the processor market again with Nvidia-compatible products He was not a starter for analysts. Marketbeat tracked any changes or comments within the first 24 hours after the announcement, a critical period for the activity of analysts moving the market. The conclusion for inventors is that Qualcomm is evaluated as weak holdsFeelings worsen with a decrease in 2025, and the purpose of the price in the trend is below. Consensus reported Marketbeat in mid -May Predicts 25% growthBut the revision trend predicts the movement in Low range of about 150 dollarsField

Qualcomm shares forecast today

Price forecast for 12 months:
$ 192.08
Hold
Based on 29 analyst ratings
The current price $ 145.38
High forecast $ 270.00
Average forecast $ 192.08
Low forecast $ 140.00

Promotion of shares Qualcomm

The device of analysts is due to cool growth prospects that do not change news. Analysts Forecast of about 10% of income growth in 2025then much slower, approximately 2.5% CAGR After the end of the decade. The only optimistic news is that the prospects for the growth of capital and the growth of the return of capital remain untouched, including dividends and the redemption of shares. A dividends annually examine up to more than 2.25% With shares trading on the lower part of the analyst range, and the ransom is significant. Ransom in FQ2/CQ1 2025 reduced the score 1.3% compared to last year And approximately 1% on oldField

Qualcomm balance and price raising – another Bonus for investors and long -term ownersThe field of the company’s balance is a fortress capable of maintaining the return of capital in the foreseeable future. Details at the end of FQ2 included fixed assets and duty, a decrease in overall responsibility and increase in capital. Make capital grew by almost 6% With Long -term debt less than 0.5x And solid balance of cash funds, about 0.5X debtThe company is on the way to inclusion in Dividend aristocrats index In 2030, but CAGR slows down. The last increase was in the middle links, but investors should expect that they will slow down in Low range of the rangeField

Technical prospects: Qcom, associated with the range at the extract point

The price action in QCOM shares advanced higher in the first half of May and may continue to advance in the second quarter. However, the market in the range and at a critical point of excess Within the range, which can limit the course. This is a cluster of moving medium, which coincide with the previous level of support.

If the market cannot rise higher from this level, it will probably soon return to the lower end of the range. Despite this, a step above has limits and may not advance above The latest maximums are about $ 175Field

Qualcomm Qcom Accomact

Before considering Qualcomm, you will want to hear this.

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While Qualcomm currently has a retention rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

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