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NASDAQ · US · Semiconductors

QCOM Qualcomm

Edge AI SoCs for robots and vehicles

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
$182.6
+1.69% today
1W
+3.9%
1M
−2.6%
3M
+17.9%
YTD
+8.4%
1Y
−0.7%
Off 52w high
−26.6%
Next earnings (est.): 2026-11-04
Market cap$192B
P/E (trailing)20.8Forward 17.6
EV / sales4.3×EV/EBITDA 16.0×
Revenue (TTM)$44.07BGrowth -4.0% y/y
Margins54.2%gross · op 18.5%
Free cash flow$10.24BCash $8.30B · debt $15.27B
Analyst target$196.3+7.5% upside · 30 analysts · hold
Riskβ 1.65Short 3.7% of float · yield 2.09%

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

QCOM · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-29EarningsMiss / cut

    Reported EPS 2.21 vs 2.23 expected (-0.7% surprise).

  2. 7
    2026-04-29EarningsBeat / raise

    Reported EPS 2.65 vs 2.56 expected (+3.3% surprise).

  3. 6
    2026-02-04EarningsBeat / raise

    Reported EPS 3.5 vs 3.4 expected (+2.9% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS 3 vs 2.88 expected (+4.3% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 2.77 vs 2.71 expected (+2.0% surprise).

  6. 3
    2025-04-30EarningsBeat / raise

    Reported EPS 2.85 vs 2.82 expected (+1.2% surprise).

  7. 2
    2025-02-05EarningsBeat / raise

    Reported EPS 3.41 vs 2.99 expected (+14.2% surprise).

  8. 1
    2024-11-06EarningsBeat / raise

    Reported EPS 2.69 vs 2.57 expected (+4.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-292.232.21−0.7%
2026-04-292.562.65+3.3%
2026-02-043.43.5+2.9%
2025-11-052.883.0+4.3%
2025-07-302.712.77+2.0%
2025-04-302.822.85+1.2%
2025-02-052.993.41+14.2%
2024-11-062.572.69+4.7%
2024-07-312.262.33+3.3%
2024-05-012.322.44+5.3%
2024-01-312.372.75+16.1%
2023-11-011.912.02+5.9%
2023-08-021.811.87+3.4%
2023-05-032.162.15−0.2%
2023-02-022.352.37+0.7%
2022-11-023.133.13−0.1%
2022-07-272.872.96+3.1%
2022-04-272.923.21+10.1%
2022-02-023.03.23+7.6%
2021-11-032.262.55+12.8%
2021-07-281.681.92+14.1%
2021-04-281.671.9+14.1%
2021-02-032.12.17+3.3%
2020-11-041.181.45+22.8%

About Qualcomm

Website ↗

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-based 5G products and derivatives; to use cellula…

52,000 employees · San Diego, United States

Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.

SoC→Module→Software stack→Robot

What would prove us wrong. Strengthens if robot builders report compute availability as a gating item.

On-device AI drives a phone and PC upgrade cycle and pulls more memory per device — competing with data centers for the same DRAM.

Edge chip→Memory→Device→Apps

What would prove us wrong. Weakens if memory prices force device makers to cut AI features or volumes.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
NVDA
NVIDIA
Demand aggregator for HBM, packaging, optics and robotics compute $217.8+0.82%−4.8%+17.0%
AMBA
Ambarella
Edge vision AI SoCs $67.20+0.57%−2.1%−5.1%
ARM
Arm Holdings
CPU IP inside custom accelerators, servers and edge devices $226.3+1.34%−20.1%+107.1%
NXPI
NXP Semiconductors
Automotive and edge processors $252.9+2.90%+7.0%+18.1%
AAPL
Apple
On-device AI across iPhone and Mac $346.9+0.88%+2.5%+28.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.