Qualcomm Is Still Cheap As Its AI Story Gets Real [Seeking Alpha]
Apple Inc. (AAPL)
Last apple inc. earnings: 4/30 04:30 pm
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Source: Seeking Alpha
QCOM's handset revenue ex-Apple rose 10%, with automotive revenue nearing $4B, underscoring diversification and execution strength. The company's AI data center strategy targets inferencing, leveraging edge expertise, and aiming for incremental share in a concentrated market. At 15x forward earnings, QCOM trades at a discount to peers, with the market yet to fully price in its AI optionality. JHVEPhoto/iStock Editorial via Getty Images QUALCOMM Bulls Are Buying The Dips It's really not a bad time for the tech folks, who have been scooping up the stock of QUALCOMM ( QCOM ) since the November bottom. Investors keenly following More on my IG service A Growth Investing Service To Help You Outperform I'm a firm believer in growth and tech plays as a core component of our portfolio. Our service has made several top and bottom calls, helping our subscribers to outperform the market consistently. I focus on helping members tune out the noise from the media, and directing
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AAPL
Earnings
- 10/30/25 - Beat
AAPL
Sec Filings
- 12/5/25 - Form 8-K
- 11/14/25 - Form 4
- 11/14/25 - Form 25-NSE
- AAPL's page on the SEC website