QCOM

bearish · high conviction track record →

Qualcomm urged to address smartphone share loss

Watch: Watch June analyst day for Volkswagen ramp and 2029 automotive revenue targets to assess diversification success.

Full analysis

Qualcomm faces near-term challenges as key smartphone customers, including Apple, cut share, driving analyst downgrades and price target cuts from $175 to $135. They pursue revenue diversification into data centers, PCs, and autos. Snap signed a multi-year deal to use Snapdragon SoCs in AR Specs launching later in 2026. Qualcomm relies heavily on ARM's dominant mobile CPU architecture, strengthening long-term chipset integration.

Smartphone market share losses threaten Qualcomm's core revenue, but partnerships in AR and reliance on ARM's ecosystem offer growth avenues beyond mobile phones.

Compare

vs NVDA vs AMD vs AAPL vs TSLA vs MSFT vs META vs GOOGL vs AMZN vs TSM vs ASML

Evidence

20h ago Can Qualcomm's Deepen Long-Term Tie-Up With Bosch Drive Its Shares? - Yahoo! Finance Canada google-news-semiconductor
4d ago QCOM 2025Q1: Record $11.7B revenue and $3.41 EPS beat guidance, Q2 revenue guidance lowered to $10.2B-$11B with strong YoY handset growth
4d ago QCOM 2025Q2: Beat at $10.8B revenue (+17% YoY), raised fiscal 2025 capital return to 100% free cash flow
4d ago QCOM 2025Q3: Revenue and EPS beat, strong automotive and IoT growth, raised guidance with promising data center expansion
4d ago QCOM 2025Q4: Revenue $11.3B and EPS $3 beat guidance; Q1 revenue guidance raised to $11.8-$12.6B driven by premium Android and record automotive
4d ago QCOM 2026Q1: Record $12.3B revenue and $3.50 EPS but guided down handset segment on memory shortages
4d ago ARM's Ecosystem Creates a Self-Reinforcing Industry Stronghold - Yahoo Finance google-news-semiconductor
5d ago Snap, Qualcomm Ink Multi-Year Deal To Power Future AR 'Specs' benzinga
7 older signals
5d ago Goldman Sachs Cautious on QUALCOMM (QCOM) Amid Key Customer Losses
14d ago Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now?
17d ago Bernstein Says Qualcomm Isn’t an AI Winner. Try Top-Rated Nvidia or Amazon Stock Instead.
17d ago QCOM 10-K filing change: Expanded Human Capital section with detailed metrics an
17d ago QCOM 10-K filing change: Change in voluntary turnover rate.
18d ago Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”
19d ago Bernstein down QCOM: Outperform → Market Perform
15 signals · latest 20h ago

Get alerted when QCOM changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →