Why is this sale of AI is the possibility of buying News ad

Not often the stock market offers investors the opportunity to use discounts on some of the largest names. However, when it comes to the revenue season, this usually changes after the shares are very swaying in one way or another after announcing their financial indicators. Today there is one opportunity to buy a drop in income in the technological sector.

Qualcomm today

$ 167.96 -1.36 (-0.80%)

As of 04:00 on the East

52-week range

$ 146.29

▼

$ 230.63

Dividend yield

2.02%

P/e ratio.

18.68

Value is valuable

$ 205.32

This opportunity receives shares Qualcomm Inc. NASDAQ: QcomDespite the fall of more than 6%, the field, when he announced his quarterly profit results, the shares were largely erased by all losses and are now striving to reach a new short -term maximum. Even with all the volatility and problems growing in semiconductors and artificial intelligence, this action still promises a better future.

Not only thanks to his fantastic ratio of risk to reward, but also because he was a favorite for recent months and offering an undeniable discount compared to such peers Nvidia Co. NASDAQ: NVDA or Taiwan semiconductor production NYSE: TSMThe field more than that, the shares attracted a certain percentage of Wall Schell, despite its bear prices after earnings, and this is a rare case.

Why Qualcomm remains immune

A couple of weeks ago, The Chinese company Deepseek caused some fears about The true competitive state of the landscape of artificial intelligence, arguing that models and equipment can achieve what requires today’s standards, with part of the current value and the times used.

Of course, the initial reaction of investors was to sell all the shares associated with this requirement of artificial intelligence. However, the market can often ignore wider facts. One of these facts is that Qualcomm is involved much more than artificial intelligence.

Thanks to its exposure to 5G technology, which is completely outside the sphere of artificial intelligence, the creation of the wealth of the developing market and the need for intellectual devices can increase the demand of Qualcomm. That is why the action was not sold as much as others, and why it recovered as quickly.

Compared to shares Advanced Micro Devices Inc. NASDAQ: AMDWhich also announced the income recently, the reduction of Qualcm by 6% pale compared to a decrease in 11.5% of its peers. Based on this fundamental truth, these are other factors that investors could remember, move forward.

Institutions bought a fall

After the fall of the Qualcomm shares, some institutions decided that the market prospect may be slightly exaggerated. Those who from Charles Schwab Investment Management increased their shares in Qualcomm shares by 2.5% as of the beginning of February 2025, delivering up to $ 1 billion a clean position today.

Others followed his example, for example, Victory Capital Management, which gained a position of $ 320 in Qualcomm shares. Nevertheless, investors can now connect the points behind this purchase, directly attach it to the fact that Qualcomm is probably in clear defeat in this defeat of artificial intelligence.

Nevertheless, these buyers were not the only ones who could express their views on Qualcomm shares. Over the past month, up to 4.2% of the short percentage of the company has been destroyed that a clear sign of bear surrender, since short sellers decide that the potential should not be maintained a short position.

If all these factors were not enough to influence investors in the right direction, it could. Wall Street analysts, as a rule, avoid an increase in shares that have been poorly performed in recent months, and trade only 73% of the 52-week maximum will definitely place Qualcomm in this bear category.

That is why the recent purchase rating from Benchmark analysts means twice as much as this bear pricing now. More than this rating, an assessment of shares for $ 240 per share will require not only a new 52-week maximum to erase all income losses, but also pure potential by 42%, from where it is traded today.

With the fundamental fair winds on the back and a bull -looking look that comes out of the markets, Qualcomm can be the best tuning of the risk of reward in the industry. However, this fact goes far beyond the scope of price. The ratio of the price of profit (P/E) Qualcomm at 18.8x compared to the rest of the computer sector will send it on a steep discount.

Currently, a wider industry is trading with the average p/e in 202.6x, therefore, in all accounts, Qualcomm gave customers and sellers all the reasons to start the displacement of their portfolios until it became too late.

Before considering Qualcomm, you will want to hear this.

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