Qualcomm: The Most Underappreciated EPS Upside Story In Semis [Seeking Alpha]
QUALCOMM Incorporated (QCOM)
Last qualcomm incorporated earnings: 4/29 04:01 pm
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US:NASDAQ Investor Relations:
qualcomm.com/info/investor-relations
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Source: Seeking Alpha
Premium Android demand and automotive ADAS expansion provide multi-year EPS growth levers, reducing cyclicality and supporting re-rating potential. Conservative modeling shows an immediate ~8.5% EPS uplift for FY2026, with further upside from AI PCs and cloud AI opportunities. QCOM offers a 2% yield with a 22-year dividend growth streak and a conservative payout ratio, strengthening its risk-reward profile. phongphan5922/iStock via Getty Images I view Qualcomm ( QCOM ) as a quality stock that is looking for its next leg of the rally. The current optionality around AI-driven handset ASP uplift and credible automotive revenue conversion appear to be two This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than
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QCOM
News
- Disney Invests In OpenAI, Google's Android XR Reveal, Meta Buys Limitless [Forbes]Forbes
- Americans Want To Recycle More – But Aren't. Here's How To Turn Good Intentions Into Action [Forbes]Forbes
- Why Analysts Think Qualcomm's Story Is Shifting With New AI Deals And Mixed Wall Street Targets [Yahoo! Finance]Yahoo! Finance
- 2 Cheap Tech Stocks to Buy Right Now [Yahoo! Finance]Yahoo! Finance
- AI In The Driver's Seat Of Qualcomm's Diversification Strategy [Forbes]Forbes
QCOM
Earnings
- 11/5/25 - Beat
QCOM
Sec Filings
- 12/10/25 - Form 8-K
- 12/2/25 - Form 4
- 12/2/25 - Form 144
- QCOM's page on the SEC website