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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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To: Bill Wolf who wrote (196521)11/6/2025 1:48:33 PM
From: GR8FORM1 Recommendation

Recommended By
Dr. John

   of 196772
 
Word Salad: Baird analyst Tristan Gerra said he expects Qualcomm to be a transformed company by the calendar year 2028, warranting a higher multiple. By then, the analyst expects handset revenue to be decisively below 50% of total revenue, and automotive and IoT are expected to grow at a double-digit year-over-year (YoY) rate.

The analyst noted that the management continues to expect its market share at Apple to decline to 20% by September 2026. This, combined with a shift from a 100% to a 75% share at Samsung in the March Quarter, prompted the analyst to forecast flat to lower annual revenue through fiscal year 2027. This could be augmented by revenue related to artificial intelligence (AI).

Gerra also noted that incremental, AI-related opex will likely increase by $15 million to $20 million per quarter, starting in the March quarter. That said, he remained skeptical of the company’s AI opportunity at hyperscalers.

While maintaining an ‘Outperform’ rating, the analyst reduced the price target for the stock to $200 from $216.
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