QCOM — Qualcomm Inc

Technology · Semiconductors · AI chips & compute

About Qualcomm Inc

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA

AI chips & compute

This is the semiconductor and compute layer of the AI build-out — the GPUs, custom accelerators, high-bandwidth memory and processors that train and run models. It is a cyclical, capital-intensive industry split between fabless designers, foundries that manufacture the chips, and integrated players. AI has become the dominant demand driver, and the group is unusually exposed to export controls, manufacturing concentration in Taiwan, and sharp boom-bust capex cycles. Qualcomm Inc is tracked in this sub-theme as a Semiconductors name — see the full AI chips & compute list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	QCOM
Company	Qualcomm Inc
Price	$186.48
Market cap	$196.0B
Sector / industry	Technology / Semiconductors
Performance	1W -1.5% · 1M -25.1% · 1Y +20.4%
Analyst mean target	$215 (31 analysts, hold)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($11.01/sh) backs out roughly ~3%/yr earnings growth — modest expectations. Run your own scenario in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.