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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.88+0.1%10:56 AM EST
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To: Jim Mullens who wrote (195150)8/8/2025 8:33:31 AM
From: Close to Retirement6 Recommendations

Recommended By
A.J. Mullen
AlfaNut
aryl
CrackheadBob
sbfm

and 1 more member

  Read Replies (1) of 197020
 
Your Gemini query did not represent the years in my assessment. I started with 2022 because it is Qcom's previous high for revenue. It's important to assess when Qcom will surpass this bench mark. If 2025 was part of the Gemini query, the 3 year CAGR would be effectively zero. Further, since investing is about future returns its important to assess future probability of increasing revenue. When I query Gemini for estimated future revenue, it provides the following:

Fiscal Year 2025:
  • Analysts estimate revenue of $44.40 billion for FY2025.
  • This represents a 13.96% increase compared to the $38.96 billion revenue in FY2024. (opinion, pretty good, call it a win)
Fiscal Year 2026:
  • Analysts project revenue of $45.18 billion for FY2026.
  • This indicates a more modest 1.75% growth compared to the previous year. (opinion, tepid)
Fiscal Year 2027:
  • Revenue is forecasted to reach $46.47 billion in FY2027.
  • This represents a 2.87% increase from the estimated revenue in FY2026. (opinion, tepid)
My point is not that mgmt is not being successful or is incompetent, but rather the raw top line revenue is not growing sufficiently to warrant a higher P/E or share price. Wall Street does not reward high PEs when growth projections (for whatever the reasons, Apple, recession, tariffs, etc) are this low for FY26 and FY27.
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