Qualcomm Inc. (QCOM) Stock News

News

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  Benzinga ‧ 2026/11/13

  What's Going On With Qualcomm Stock Friday?

  Qualcomm (QCOM) fell 4.71% to $168.80, slipping below key moving averages as analysts hold neutral ratings and trim price targets.

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    QCOM$172.41-2.66%
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    NVDA$162.72-2.39%
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  Benzinga ‧ 2026/11/12

  Why Is Qualcomm Stock Surging on Thursday?

  Find out why Qualcomm (NASDAQ: QCOM) stock is rising on Thursday as capital rotates out of NVIDIA (NASDAQ: NVDA) into competing AI semiconductor stocks.

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    QCOM$172.41-2.66%
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    AVGO$346.80-4.84%
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    AMD$533.27-9.33%
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  Massive ‧ 2026/11/12

  Qualcomm's $5 Billion Data Center Ramp Puts Execution in Focus Now

  Qualcomm is transitioning its data center business from development to commercial revenue, targeting $5 billion in fiscal 2027 sales with over $650 million expected in Q1. The company has secured a major deal with Amazon covering up to $60 billion in potential purchases over 10 years. However, early concentration with two hyperscaler customers, margin pressure, and declining fiscal 2027 EPS projections present execution risks as Qualcomm competes against established rivals like NVIDIA and AMD.

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    QCOM$172.41-2.66%
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    NVDA$162.72-2.39%
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    AMD$533.27-9.33%
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  Massive ‧ 2026/11/12

  Is Qualcomm Stock Worth Buying as Diversification Meets Margin Risk?

  Qualcomm is diversifying beyond handsets with strong growth expected in automotive and data center segments, but faces near-term challenges including declining handset revenues, margin pressure from higher input costs, and falling earnings estimates. The stock trades at valuations close to sector averages with weak Style Scores, warranting a cautious approach.

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    QCOM$172.41-2.66%
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    AMD$533.27-9.33%
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    NVDA$162.72-2.39%
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  Massive ‧ 2026/11/12

  SpaceX's New Deal with Qualcomm Aims to Take on Mobile Carriers. History Says It's Going to Be an Uphill Battle.

  SpaceX announced a partnership with Qualcomm to launch Starlink Mobile, a new cellular carrier service to compete with AT&T, Verizon, and T-Mobile. While history suggests this is a difficult challenge—as previous fourth carriers like Boost Mobile failed—SpaceX has advantages including an established 13.6 million Starlink subscriber base, potential acquisition of Boost Mobile, and proven ability to scale internet services profitably.

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    SPCX$139.07-0.60%
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    QCOM$172.41-2.66%
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    T$22.23-0.20%
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  Massive ‧ 2026/11/12

  Can Intel's Altera Partnership Drive Growth in Edge and Physical AI?

  Intel has announced a strategic partnership with Altera to advance edge and physical AI solutions by combining Intel's processors and software with Altera's FPGAs. The collaboration targets healthcare, aerospace, defense, and robotics sectors with modular sensor solutions and streamlined development tools. Intel's stock has gained 64.9% over the past year, though 2026-2027 earnings estimates have declined slightly.

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    INTC$59.64-2.52%
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    QCOM$172.41-2.66%
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    AMD$533.27-9.33%
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  Massive ‧ 2026/11/12

  Silicon Motion Vs. Qualcomm: Which Chipmaker Has More Potential?

  Silicon Motion (SIMO) outperforms Qualcomm (QCOM) with stronger stock gains (112.1% vs 0.5% over one year), better earnings growth projections (278.9% EPS growth vs -5.7% decline), and lower valuation metrics. SIMO benefits from AI and data center demand, while QCOM faces handset headwinds and increased competition in AI chips.

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    QCOM$172.41-2.66%
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  Massive ‧ 2026/11/12

  Should You Buy Broadcom Stock Instead of Qualcomm Stock?

  The article compares Broadcom and Qualcomm as investment options, suggesting that while both are excellent semiconductor companies, only one can be the better investment choice for investors. The comparison aims to help investors decide between these two tech stocks.

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    AVGO$346.80-4.84%
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    QCOM$172.41-2.66%
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  Massive ‧ 2026/11/12

  Semiconductor ETFs to Buy as Qualcomm Plunges Despite Q4 Earnings Beat

  Qualcomm's stock fell 9.5% despite beating Q4 earnings estimates, driven by weak Q1 guidance and a 26% collapse in handset chip revenues. However, the company showed strong growth in automotive (89% YoY) and data center segments. The article recommends semiconductor ETFs with Qualcomm exposure as a way to benefit from the company's diversification while mitigating stock-specific volatility.

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    QCOM$172.41-2.66%