We added QCOM Stock to the Watch List...Here's why | Qualcomm Stock | Summary and Q&A

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June 19, 2023
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Everything Money
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We added QCOM Stock to the Watch List...Here's why | Qualcomm Stock

TL;DR

Qualcomm is a popular stock in the chip sector that may be overlooked and undervalued by investors.

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Key Insights

  • πŸ‘² Qualcomm's market cap is $138 billion, with an enterprise value of $160 billion.
  • πŸ’ͺ The company has experienced a surge in revenue, driven by acquisitions and strong growth in recent years.
  • 🧑 Qualcomm's forward 10-year analysis indicates potential investment returns ranging from 3.99% to 17.55% based on different assumptions.
  • πŸ‰ Analysts expect Qualcomm's revenue to decrease in the short term but anticipate growth in the future.
  • πŸ₯Ά The company's dividend of 2.4% is relatively stable but should be evaluated in conjunction with free cash flow.

Questions & Answers

Q: What is the current sentiment surrounding Qualcomm's stock?

Qualcomm is seen as a relatively quiet stock that may be overlooked and undervalued by investors due to its lack of hype and modest year-to-date growth.

Q: How is Qualcomm positioning itself in emerging technologies such as self-driving cars and AI?

Qualcomm has made acquisitions in the automotive technology industry and is potentially seeking to establish itself as a leader in the self-driving car and AI sectors.

Q: What are some bullish factors supporting Qualcomm's investment potential?

Qualcomm holds a significant market share in integrated circuits and smartphone system-on-chips, indicating its dominance in the chip market. Additionally, Qualcomm's focus on wireless technology aligns with the growing demand for wireless connectivity.

Q: What are some bearish factors that investors should consider for Qualcomm?

Qualcomm heavily relies on Chinese revenue, which presents potential risks. Additionally, there are concerns about the company losing Apple as a customer for its chips by 2025.

Summary & Key Takeaways

  • Qualcomm is a value investment that focuses on finding underpriced stocks based on the present value of future cash flows.

  • The company has been relatively quiet but recently extended and expanded strategic partnerships with Samsung.

  • Qualcomm is exploring opportunities in the self-driving car and AI markets with recent acquisitions.

  • Bullish factors include their strong market share in integrated circuits and wireless chips, while bearish factors include reliance on Chinese revenue and the potential loss of Apple as a customer.

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