Qualcomm today
As of 04:00 on the East
- 52-week range
- $ 120.80
▼
$ 230.63
- Dividend yield
- 2.63%
- P/e ratio.
- 14.45
- Value is valuable
- $ 194.11
Qualcomm Inc. NASDAQ: Qcom More than 1% has been added to the session on Wednesday, continuing the rebound from many years of minimums at the beginning of this month. Currently, shares have gathered more than 20% in just three weeks, as optimism built the company’s company report last night.
Thursday morning brought a fresh dose of reality. Despite Supplement the analyst expectations Both income and income, as well as at the moment, which were reliable in most measures, shares have fallen by more than 5% at the preliminary session. This is a disappointing reaction for bulls and another sign that history does not fully convince Wall Stest.
However, this is not all death and darkness; Here is a more attentive look at the two reasons to be optimistic on Qualcomm and one reason to stay careful.
Reason No. 1 to love this: strong earnings and leadership
Qualcomm revenues for the quarter ending on March 30 ahead of expectations. The company said that not GAAP EPS at $ 2.85, surpassing a consensus by 0.04 US dollars and revenue in the amount of $ 10.98 billion, which exceeded expectations by $ 330 million and grew by almost 17% per year.
The power of the segment was visible in all directions. QCT income increased by 18% to $ 9.5 billion. USA, which is due to 12% income from mobile phones and 59% surge in car salesThe field of the IoT Qualcomm unit also published an increase of 27% to 1.58 billion dollars, while the revenue of licensing remained a fixed annual year at 1.32 billion dollars.
Looking into the future, the company predicts income from 3 quarter in the amount of 9.9 to 10.7 billion dollars. USA, and EPS is expected to land in the range from $ 2.60 to $ 2.80. Both indicators were essentially in the upper part of the previous expectations of the middle point, which is impressive, given the current macro.
In this quarter, Qualcomm also returned 2.7 billion dollars to shareholders. USA, including $ 1.7 billion. The United States in the form of ransom, evidence of leadership trust and a supporting step for shares.
Qualcomm shares forecast today
$ 194.11
43.56% growthHold
Based on 30 analysts ratings
| The current price | $ 135.21 |
|---|---|
| High forecast | $ 270.00 |
| Average forecast | $ 194.11 |
| Low forecast | $ 140.00 |
Promotion of shares Qualcomm
Reason No. 2 Love this: this is still one of the cheapest chips around
Qualcomm assessment continues to look convincing compared to the rest of the semiconductor sector. Promotions are currently traded with the ratio of price for profit. NVIDIA Corp (NASDAQ NVDA) Pe 37 and far below Advanced Micro Devices Inc NASDAQ: AMD 97
For investors, it is hunting for value in the sector, which in recent years has been observed extremely multiple expansion, Qualcomm is distinguished. The company fulfills well by receiving constant income and generating a strong free cash flow, but its assessment remains stubbornly low.
This was one of the reasons why the JP Morgan Chase team confirmed its excess weight rating this week, as well as the target price of $ 185. This implies almost 30% of growth from current levels and suggests that institutions are still considering this as high-quality trade in names with an unfair discount.
1 Reason for launch: the market simply does not buy it (for now)
Despite all the positive points, shares of shares after leaving tell their own history. A 5% sale in response to the bits quarter and repentance is not a large signal, especially on the market, which otherwise was susceptible to solid results.
It is also worth noting that Qualcomm never recovered from the fall of last summer, unlike most of its technical colleagues. While NVIDIA and others began to establish new maximums, Qualcomm is still significantly reduced compared to the peak of 2024 and does not cause the excitement that usually precedes the druck of recovery.
Even with a strong number and low assessment, institutional conviction is still not enough. This suggests that Wall Schell has not yet fully acquired the idea that Qualcomm can bring again – at least for now. Until this feeling is moving, shares can remain underestimated for some reason.
The last thoughts
The results of Qualcomm Q2 were solid in all directions, as well as the direct leadership of the company easily cleaned the bar. Its assessment remains extremely attractive, especially in comparison with the trading of peers in large loft.
But the reaction in the market raises reliable issues. If a well -thought -out quarter and 20% of the rally from minimums are still ending on the sale, perhaps investors are waiting for something more – a true shift in perception, and not just productivity. At the moment, Qualcomm remains one of the most intriguing valuable plays in technology. But it may take several months or a large catalyst to turn this value into a constant impulse.
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