QUALCOMM (QCOM) Expands AI Capabilities with Strategic Acquisition

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May 01, 2025
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Summary:

  • Qualcomm Inc. (QCOM, Financial) expands AI capabilities with the acquisition of MovianAI.
  • Analysts predict significant earnings growth in Q2 2025, forecasting $2.82 EPS and $10.61 billion in revenue.
  • Analyst consensus suggests a potential 29.04% upside, with a strong "Outperform" recommendation.

QUALCOMM Inc. (QCOM) is strategically bolstering its artificial intelligence infrastructure by acquiring MovianAI, a former Vingroup company. This acquisition is anticipated to enhance Qualcomm's AI-driven solutions across a spectrum of products. Looking ahead, analysts are remarkably optimistic, projecting Q2 2025 earnings of $2.82 per share alongside revenues reaching $10.61 billion.

Wall Street Analysts' Insights on QCOM

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When examining the one-year price targets provided by 31 analysts, Qualcomm Inc (QCOM, Financial) has an average target price of $191.58. The high estimate is $270.00, with a low estimate of $145.00. This forecasted average price suggests a potential upside of 29.04% from its current trading price of $148.46. For more in-depth forecast information, visit the Qualcomm Inc (QCOM) Forecast page.

Brokerage Firms' Recommendations

The consensus from 41 brokerage firms places Qualcomm Inc's (QCOM, Financial) average brokerage recommendation at 2.4, which reflects an "Outperform" status. This rating is based on a scale where 1 is a Strong Buy, and 5 corresponds to a Sell recommendation, signaling confidence in Qualcomm's favorable market position.

GuruFocus Valuation of Qualcomm

According to GuruFocus estimates, the projected GF Value for Qualcomm Inc (QCOM, Financial) within a year is pegged at $166.97. This implies a 12.47% upside from its current price of $148.46. The GF Value represents GuruFocus' calculated fair value for a stock, derived from historical trading multiples, past business growth, and future performance forecasts. For additional detailed financial analysis, refer to the Qualcomm Inc (QCOM) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.