QUALCOMM Incorporated

NasdaqGS:QCOM 주식 리포트

시가총액: US$194.4b

QUALCOMM 향후 성장

Future 기준 점검 1/6

QUALCOMM 의 수익은 연간 1% 감소할 것으로 예상되는 반면, 연간 수익은 9.8% 로 증가할 것으로 예상됩니다. EPS는 연간 6.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 35.4% 로 예상됩니다.

핵심 정보

-1.0%

이익 성장률

6.82%

EPS 성장률

Semiconductor 이익 성장30.5%
매출 성장률9.8%
향후 자기자본이익률35.42%
애널리스트 커버리지

Good

마지막 업데이트11 Sep 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Sep 13

Qualcomm: AI Boom Ignored

Summary Qualcomm is executing a major pivot from handsets to AI data centers, highlighted by a transformative AWS deal. The wireless company targets $15B in data center revenue by FY29, with non-handset sales projected at $40B, signaling robust diversification. The AWS agreement includes up to $60B in payments for 25M warrants, accelerating QCOM’s data center revenue ramp at a limited cost. The stock trades at ~10x FY29 EPS target of $18, offering substantial upside as the market underappreciates its AI-driven growth trajectory. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 03

QCOM: AI Data Center Push Will Still Leave Margins Under Pressure

Analysts have trimmed their average price targets on Qualcomm into a roughly $160 to $220 range and are now emphasizing lower fair value and profit margin assumptions, even as some still highlight room for upside based on data center growth plans and current valuation. Analyst Commentary Recent commentary on Qualcomm shows a split view.
내러티브 업데이트 • Aug 19

QCOM: AI Data Center And Automotive Expansion Will Drive Future Repricing

Qualcomm's updated analyst price target of $306.00, up from $272.17, reflects analysts weighing softer handset and margin commentary against expanded AI data center and non-handset revenue ambitions highlighted across recent research and the investor day. Analyst Commentary Recent research on Qualcomm shows a wide range of views, but bullish analysts are increasingly focused on the company’s push into AI data center and non-handset revenue streams.
내러티브 업데이트 • Aug 05

QCOM: AI Data Center And Auto Ramps Will Offset Handset Reset

QUALCOMM's updated analyst price target reflects a reset from earlier AI-fueled optimism, with cuts ranging from about $10 to over $90 per share as analysts balance weaker margin guidance, faster Apple revenue declines, and handset headwinds against growing expectations for Android, auto, and data center contributions. Analyst Commentary Recent research on Qualcomm shows a wide split between optimism around the long term AI and data center story and concern about margin pressure and the handset reset.
내러티브 업데이트 • Jul 22

QCOM: AI Data Center Expansion Will Rebalance Handset And Index Headwinds

The updated analyst price target for Qualcomm rises from $168.50 to $221.23. Analysts point to higher modeled revenue growth, a richer future P/E assumption around AI data center and non-handset opportunities, and a slightly higher discount rate that reflects execution and competitive risks highlighted across recent research.
내러티브 업데이트 • Jul 08

QCOM: AI Data Center Ambitions Will Not Offset Handset Downturn Risks

QUALCOMM's analyst fair value estimate has been lifted from $100 to about $130 as analysts factor in higher long term revenue growth and profit margins supported by the company's expanded AI data center and non handset ambitions, while maintaining a similar future P/E profile and slightly higher risk assumptions. Analyst Commentary Recent research on Qualcomm reflects a wide range of views, with many firms responding directly to the company's expanded AI data center plans and larger non handset revenue targets.
내러티브 업데이트 • Jun 24

QCOM: AI Data Center ASIC Deals Will Drive Future Rerating

Analysts have nudged the Qualcomm fair value estimate higher to $272.17 from $257.08, reflecting updated assumptions that factor in slightly higher long-term revenue growth, a marginally higher discount rate, and a modestly richer future P/E multiple tied to the company's push into broader AI compute markets beyond handsets. Analyst Commentary Recent Street research around Qualcomm centers on how far the company can extend beyond its handset roots and build a broader AI compute business spanning edge devices, automotive and IoT, and data center.
내러티브 업데이트 • Jun 04

QCOM: AI Data Center Wins Will Not Offset Smartphone And Apple Risks

QUALCOMM's analyst fair value estimate has been reset from $132 to $100 as analysts factor in higher perceived risk, softer revenue growth assumptions, and lower projected profit margins, even while some on the Street continue to lift long term price targets tied to AI and semiconductor demand themes. Analyst Commentary Recent Street research shows a split view on QUALCOMM, with some firms lifting long term targets tied to AI and semiconductor themes while others flag valuation, execution, and end market risks.
내러티브 업데이트 • May 21

QCOM: AI Data Center Opportunity Will Drive Future Re Rating

Analysts have raised the fair value estimate for Qualcomm to $257.08 from $195.77, citing higher Street price targets around $200 to $220 and a growing focus on the stock's exposure to AI and data center opportunities, even as some remain cautious about handset and Apple-related headwinds. Analyst Commentary Recent Street research on Qualcomm shows a split tape, with some firms turning more cautious on handset exposure while others highlight AI and data center potential as key parts of the story.
내러티브 업데이트 • May 02

QCOM: Data Center And On Device AI Will Rebalance Handset Exposure

QUALCOMM's updated analyst price target of $168.50, up from $154.93, reflects analysts incorporating modestly higher revenue growth assumptions, a slightly lower discount rate, a higher future P/E multiple, and a small adjustment to profit margin expectations in light of the recent wave of target hikes and upgrades across major firms. Analyst Commentary Recent Street research on QUALCOMM shows a wide range of views, with several firms raising price targets or upgrading ratings and others cutting targets or moving to more cautious stances.
내러티브 업데이트 • Apr 18

QCOM: Diversification Into Automotive IoT And Data Center Will Drive Re Rating

Analysts trimmed their Qualcomm fair value estimate to about $196 from roughly $216, reflecting lower modeled revenue growth, a higher discount rate, and mixed views on smartphone demand, even as investors remain interested in the company’s profitability and diversification efforts. Analyst Commentary Recent Street research on Qualcomm points to a mixed backdrop, but there are several constructive themes emerging around diversification, data center exposure, and longer term growth drivers outside of core handsets.
내러티브 업데이트 • Apr 04

QCOM: Data Center AI Inference Will Offset Handset Weakness Over Time

Analysts have trimmed their QUALCOMM fair value estimate by about $2 to roughly $155, as a series of price target cuts and downgrades, partly offset by a few upgrades highlighting potential in data center and diversification beyond handsets, feeds into slightly lower revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on QUALCOMM has turned more mixed, with several firms trimming ratings and price targets while a smaller group highlights potential upside tied to diversification and data center exposure.
내러티브 업데이트 • Mar 21

QCOM: AI Inference And Diversification Will Offset Handset And Apple Headwinds

QUALCOMM's analyst fair value estimate has been reset from about $193 to about $157 as analysts factor in a slightly higher discount rate, more cautious profit margin expectations, and recent downgrades citing share loss in a shrinking handset market and the expected roll off of Apple business. Analyst Commentary Recent Street research around QUALCOMM is mixed, with a cluster of cautious calls focused on handset exposure and Apple concentration, and a smaller group of more optimistic views pointing to diversification and new revenue pools.
내러티브 업데이트 • Mar 07

QCOM: AI Data Center And Advanced Nodes Will Balance Handset Risks

Analysts have nudged their long term price framework for Qualcomm slightly lower, trimming the future P/E assumption from 16.92x to 16.65x and modestly adjusting growth. They still point to potential upside in areas like AI data center, automotive and IoT as handset headwinds are reassessed across the Street.
내러티브 업데이트 • Feb 21

QCOM: AI And Advanced Node Progress Will Offset Handset And iPhone Content Risks

Analysts have lowered their fair value estimate for Qualcomm to $132 from $134, reflecting a series of recent price target cuts that rely on more cautious revenue growth assumptions, while projected profit margins and future P/E remain roughly unchanged. Analyst Commentary Recent Street research on Qualcomm has tilted more cautious, with a cluster of downgrades and price target trims pointing to increased concern about execution and growth risk in the handset business and related earnings power.
내러티브 업데이트 • Feb 07

QCOM: AI And Advanced Node Efforts Will Counter Handset Cycle Concerns

Analysts have trimmed their price targets on QUALCOMM, bringing our fair value estimate down to US$134.00 from about US$157.50. This reflects more cautious assumptions on revenue growth, profit margins, and future P/E after a series of target cuts and downgrades tied to handset market concerns.
내러티브 업데이트 • Jan 23

QCOM: Future AI Data Center And Android Strength Will Offset Handset Uncertainty

Analysts have trimmed their fair value estimate for Qualcomm to about US$157.50 from roughly US$159.45. This reflects slightly higher discount rate assumptions and updated views on revenue growth, margins, and future P/E multiples, following mixed price target moves and a broader reassessment of the company's handset and AI accelerator opportunities.
내러티브 업데이트 • Jan 09

QCOM: Premium Android Execution And AI Infrastructure Optionality Will Shape Balanced Outcomes

Analysts have nudged their fair value estimate for Qualcomm slightly higher to about $193, citing refreshed models that reflect recent price target increases following broad-based QCT strength, expanding premium-tier Android exposure, and growing attention on the company’s AI accelerator and data center opportunities. Analyst Commentary Recent Street research around Qualcomm highlights a mix of enthusiasm around execution in premium Android and AI, alongside caution on broader semiconductor sentiment and AI expectations.
내러티브 업데이트 • Dec 25

QCOM: Future AI And Android Momentum Will Balance Legal And Regulatory Risks

Analysts have raised their intrinsic value estimate for Qualcomm shares to approximately $159 from about $140, reflecting stronger expected top line growth, modestly higher margins, and increasing confidence that AI driven demand and premium Android share gains will support a richer earnings profile over time, despite a slightly higher perceived risk. Analyst Commentary Recent Street research on Qualcomm reflects a generally constructive view on the company, particularly around premium Android strength, AI exposure, and diversification beyond handsets.
내러티브 업데이트 • Dec 11

QCOM: Premium Android Strength And Emerging AI Inference Will Drive Balanced Future Outcomes

Analysts have modestly raised their price target on Qualcomm to about $205, citing broad based strength in premium Android handsets, autos and IoT; a solid earnings beat; and growing optionality from the company’s emerging AI and data center accelerator initiatives. Analyst Commentary Bullish analysts see Qualcomm's latest quarter as reinforcing a multi year growth narrative, with upside driven by premium Android share gains, expanding auto and IoT businesses, and early traction in AI accelerators.
내러티브 업데이트 • Nov 26

QCOM: Premium Android Demand And AI Expansion Will Drive Future Gains Despite Risks

QUALCOMM's analyst price target has increased modestly from $187.71 to $191.80, as analysts cite stronger than expected premium Android performance, resilient profit margins, and optimism surrounding the company's AI initiatives and diversified growth outlook. Analyst Commentary Recent analyst notes on QUALCOMM provide a nuanced outlook, highlighting both encouraging developments and lingering uncertainties for the company’s growth and valuation prospects.
내러티브 업데이트 • Nov 10

QCOM: Premium Android Demand And AI Expansion Will Balance Competitive Risks Ahead

The fair value estimate for QUALCOMM has been raised from $179.67 to $187.71. Analysts cite recent healthy results, robust demand for premium Android devices, success in new product launches, and expanding opportunities in AI and diversified end markets as reasons for this increase.
내러티브 업데이트 • Oct 29

At a Discount Today, QUALCOMM Will Connect the Intelligent World of Tomorrow

In addition to edge computing, recent developments show that there are also opportunities for QCOM to leverage their expertise in energy & cooling efficiency within data centers - their new rack series is well positioned to be a highly efficient and low cost NPU, plenty of opportunity to be selected on anything besides training models. Deals with HUMAIN, IRDM, and other companies along with this NPU use in data centers alongside the prior items outlined (I.e. edge computing) give me even further optimism.
내러티브 업데이트 • Oct 27

AI Momentum And Datacenter Deals Will Drive Broader Market Confidence Ahead

QUALCOMM's analyst price target has edged up from $177.71 to $179.67 per share as analysts cite building momentum from new AI product launches, expanding datacenter partnerships, and growing confidence in the company's ongoing strategic transformation. Analyst Commentary Analyst opinions remain mixed following Qualcomm's recent AI announcements, with both optimism and caution reflected in the latest research notes.

이익 및 매출 성장 예측

NasdaqGS:QCOM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/202851,87910,58212,20413,64324
9/30/202744,9137,23810,03711,31733
9/30/202642,87713,72710,39912,11631
6/28/202644,0699,26010,41612,401N/A
3/29/202644,4869,92412,50214,285N/A
12/28/202544,8675,36512,92614,390N/A
9/28/202544,2845,54112,82014,012N/A
6/29/202543,25711,57311,62212,663N/A
3/30/202542,28611,01511,70612,840N/A
12/29/202440,69610,47912,73613,840N/A
9/29/202438,96210,11011,16112,202N/A
6/23/202437,3498,82412,56713,645N/A
3/24/202436,4078,45112,25313,250N/A
12/24/202336,2927,8779,88711,153N/A
9/24/202335,8207,3399,84911,299N/A
6/25/202338,5848,6336,8648,655N/A
3/26/202341,07010,6286,8548,893N/A
12/25/202242,95811,8608,05710,134N/A
9/25/202244,20012,9866,8349,096N/A
6/26/202242,14112,8616,6698,727N/A
3/27/202239,26411,1597,1959,205N/A
12/26/202136,0369,9877,4169,418N/A
9/26/202133,5669,0438,64810,536N/A
6/27/202132,5769,2059,39411,200N/A
3/28/202129,4098,0227,9819,699N/A
12/27/202026,6896,7286,2917,871N/A
9/27/202023,5315,1984,4075,814N/A
6/28/202019,9992,7443,9245,300N/A
3/29/202024,7414,048N/A8,337N/A
12/29/201924,5084,243N/A8,048N/A
9/29/201924,2734,386N/A7,286N/A
6/30/201925,2373,367N/A5,636N/A
3/31/201921,1802,420N/A2,780N/A
12/30/201821,4182,087N/A2,502N/A
9/30/201822,611-4,964N/A3,908N/A
6/24/201822,737-4,282N/A6,755N/A
3/25/201822,531-4,618N/A4,873N/A
12/24/201722,327-4,199N/A5,177N/A
9/24/201722,2582,445N/A5,001N/A
6/25/201722,5713,896N/A4,661N/A
3/26/201723,2434,474N/A6,330N/A
12/25/201623,7784,889N/A6,247N/A
9/25/201623,5545,705N/A7,632N/A
6/26/201622,8265,168N/A7,000N/A
3/27/201622,6144,908N/A7,276N/A
12/27/201523,9574,797N/A5,881N/A
9/27/201525,2815,271N/A5,506N/A

애널리스트 향후 성장 전망

수입 대 저축률: QCOM 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1%).

수익 vs 시장: QCOM 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1%).

고성장 수익: QCOM 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: QCOM 의 수익(연간 9.8%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: QCOM 의 수익(연간 9.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: QCOM의 자본 수익률은 3년 후 35.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 22:04
종가2026/09/14 00:00
수익2026/06/28
연간 수익2025/09/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

QUALCOMM Incorporated는 71명의 분석가가 다루고 있습니다. 이 중 33명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
S. H. LinAletheia Analyst Network Limited
Stefan ChangAletheia Analyst Network Limited
Warren LauAletheia Analyst Network Limited