Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.37

-1.6%

3:58 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: GR8FORM	9/4/2025 10:25:26 AM
	3 Recommendations Recommended By JeffreyHF Jim Mullens manning18 of 196972

Mizuho reiterates @ $185: QUALCOMM Incorporated (QCOM) Takeaways-Premium Android, Auto IoT Momentum as Robotics, Personal AI, Industrial AI Ramp We hosted OCOM CFO Akash Palkhiwala for an investor call. Key takeaways include: 1) Handset outlook inline as QCOM maintains premium Android market leadership in China/Korea with new Xiaomi models and Galaxy/Fold momentum; 2) Autos momentum with 2H25E BMW Neue Klasse on Snapdragon Ride ramping with S300-S2,000 content and potential to expand to other OEMs, sees SAM growing at a 15% CAGR vs. flattish LVP as content ramps; 3) reiterates DC opportunity with AI Server market growing as it sees accelerator potentially ramping in 2026E and CPU in 2028E; and 4) New opportunities with Robotics/Physical/Personal AI creating new tailwinds atop its prior targets, with humanoid robots potentially a $300-2,000 opportunity. We reiterate QCOM at Outperform with a $185PT. QCOM will host its Snapdragon Summit on Sep 23-25 with potentially SD 8 Gen 5 and new PC CPU launches.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next