$QCOM

QCOM

QUALCOMM Incorporated

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As of 10-01
10-01
Parkev Tatevosian, CFAPublished 2026-10-01
“4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)”
$QCOMBullish
QCOM is an attractive buy with significant upside potential; fair value estimated at $268 vs current $204.

If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.

Last but not least, there is Qualcomm, a lesser-known semiconductor company that I think investors will want to pay attention to. Qualcomm is not yet working in artificial intelligence in the literal sense, but it is creating new products that already have customers waiting to receive them.

These customers are huge companies, including Meta Platforms and Amazon, which have signed agreements with Qualcomm.

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09-26
The Motley FoolPublished 2026-09-26
“Meta’s New AI Agent Could Send These 3 Stocks Soaring”
$QCOMBullish
QCOM is a bull thesis based on successful diversification into IoT and data centers, supported by the Meta CPU partnership and raised non-phone revenue targets.

And stock number three will be, as you guessed, another player in the semiconductor field. This company is slightly smaller. It is not among the companies with a market capitalization of one trillion dollars, but it will be Qualcomm, and its stock market symbol is QCOM.

Qualcomm is now famous for its " Snapdragon" chips, which are typically the chips used in smartphones. But recently, in the last year or two, they have actually started to increasingly diversify their business into the automotive market, the Internet of Things ( IoT) market, which I think will be crucial to this wave of artificial intelligence , the computer market, and now they are even starting to enter the data center market.

09-24
Schwab NetworkPublished 2026-09-24
“Qualcomm (QCOM) CFO & COO on Snapdragon Chips, Agentic AI & Future Beyond AAPL”
$QCOMBullish
Qualcomm's diversification into data centers and automotive offsets Apple revenue decline; non-phone revenue exceeds 50% in FY2027.

Qualcomm is launching its annual Snapdragon conference as the company expands further into AI-powered personal computers, the automotive sector, and data centers. Qualcomm's theme for this year revolves around the concept of "agent AI" that moves from mere applications to understanding user intentions.

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