QUALCOMM Incorporated Stock 12‑Month Price Target Cut to $219.2, Implies 41% UpsideTradingView·58 minutes agoQCOM-4.42%QCMU-11.15%
Forget the Apple Phase-Out: Patrick Moorhead Says Qualcomm Boasts a 'Rocking' Auto Business and Data Center Tech 'Different From NVIDIA'benzinga_article·1 hour agoQCOM-4.42%QCMU-11.15%
GPU/CPU Sector Slumps in Overnight Session, AMD Down Nearly 4%, NVDA Down Nearly 4%Movers Alert·1 hour agoAMD-5.51%AVGO-2.78%
GPU/CPU Sector Mixed in Overnight: AMD Down Near 1%, NVDA Up Near 1%, INTC Down Over 1%Movers Alert·4 hours agoAMD-5.51%AVGO-2.78%
Trending | QCOM Decreases 4% on Wednesday, Some Put options Soar 100%Options Flow·4 hours agoQCOM-4.42%
U.S. stock night trading volatility: Qualcomm fell 3.04% in after-hours trading, with earnings guidance falling short of expectations and Apple's business accelerating declinePrice Alert·6 hours agoQCOM-4.42%SOXL-16.02%
Meta Platforms, Qualcomm, Robinhood, Microsoft and Chipotle: Why These 5 Stock Are on Investors' Radars Todaybenzinga_article·7 hours agoMSFT-0.71%QCOM-4.42%
GPU/CPU Sector Slumps in After-Hours, NVDA Falls 1.85%, AMD Drops 3.05%, INTC Down 5.12%Movers Alert·7 hours agoAMD-5.51%AVGO-2.78%
Qualcomm gives tepid profit forecast in sign of phone woesBusinesstimes News·8 hours agoQCOM-4.42%QCML-8.53%
QCOM 2Q26 First Take: Results remained muted. Revenue met Street expectations but continued to decline. GPM kept slipping, pressured by higher memory prices and soft demand, which pushed up costs.Guidance for next quarter calls for revenue of $9.7–10.5bn, with no clear sign of recovery. Non-GAAP EPS is guided to $2.05–2.25, below the Street at $2.36. Demand in handsets and other end-markets stays weak, while memory inflation continues to weigh on costs.With the core franchise sluggish, the company is pushing for a breakthrough in data centers. It plans to build across four tracks: custom silicon, commercial CPUs, AI accelerators, and connectivity products. This narrative once lifted the stock above $250.As concerns over the durability of AI capex mounted, the stock was dragged down by the sector-wide selloff. Shares have fallen back below $160, effectively giving back the data center-driven rally.Against a fragile AI backdrop, the data center business has yet to contribute meaningful revenue and should be viewed as an upside option. The legacy businesses still face headwinds from memory price increases. If the memory cycle turns down, that pressure should gradually ease.Today, legacy products such as smartphones remain in decline, which continues to pressure the company. When memory pressure abates and downstream demand firms, earnings and valuation should find a floor and turn up. For more, follow Dolphin Research for subsequent takes and transcripts. $Qualcomm(QCOM.US)8 hours agoQCOM-4.42%
Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidanceCNBC·13 hours agoQCOM-4.42%QCMU-11.15%
