Financial Performance
5Y price score: 31
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 263.2%
US$ Per
Share
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121.9
52-week range
259.9
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.7 %
Dividend Yield TTM
2.1 %
Market cap $
$ 181,056
Price / Earnings TTM
18.4
Price / Book TTM
6.7
PEG TTM
(0.4)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
14.8 %
34 %
263.2 %
Free cash flow per share growth
17.5 %
202.5 %
321.4 %
Earnings per share growth
(44.2) %
10.8 %
55.6 %
Founded: 1,985
Employees: 49,000
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Apr 29, 2026)
1) Q2 2026 Financial Highlights
- Revenues of $10.6 billion and non-GAAP EPS of $2.65, at the high end of guidance.
- QCT revenues totaled $9.1 billion, with automotive revenues reaching a record $1.3 billion, up 38% YoY.
- Licensing business (QTL) revenues were $1.4 billion with an EBT margin of 72%.
- Returned $3.7 billion to stockholders, including $2.8 billion in share repurchases.
2) Strategic Focus on AI and Automotive
- Qualcomm is capitalizing on the rise of agentic AI, which is reshaping user experiences across devices.
- Automotive segment exceeded $5 billion in annualized revenues, with expectations to surpass $6 billion by fiscal year-end.
- The Snapdragon Digital Chassis platform is driving growth, with significant increases in CPU, GPU, and NPU performance for autonomous driving.
3) Challenges in Handset Market
- Handset revenues were impacted by memory supply issues, leading to cautious OEM build plans, particularly in China.
- QCT handset revenues are projected to bottom out in Q3 2026, with expectations for recovery in subsequent quarters.
- The premium smartphone segment remains resilient, with agentic smartphones expected to drive future demand.
4) Data Center and Custom Silicon Initiatives
- Qualcomm is entering the custom silicon space, with initial shipments expected in December 2026.
- The company is focusing on both ASIC and merchant solutions to address diverse needs in the data center market.
- Upcoming Investor Day on June 24 will provide further insights into data center strategies and product developments.
5) Guidance and Market Outlook
- For Q3 2026, Qualcomm forecasts revenues between $9.2 billion and $10 billion, with non-GAAP EPS of $2.10 to $2.30.
- QTL revenues are expected to decline due to weaker low-tier handset sales, while QCT automotive revenues are anticipated to grow by 50% YoY.
- The call did not provide specific details on the competitive landscape in the data center space, which may be addressed in future communications.
Bottom line: Qualcomm's strong performance in automotive and IoT, coupled with strategic investments in AI and custom silicon, positions the company for long-term growth despite short-term challenges in the handset market. The upcoming Investor Day is expected to shed more light on these initiatives and their potential impact on future revenues.
Annual Reports, Presentations And IR Contacts
Go to the websiteQUALCOMM Incorporated — Financial Overview, Stock Price, Market Cap
QUALCOMM Incorporated is a company. Founded in 1985. As of July 20, 2026, the company's market capitalization is $181056120000 with a current stock price of $171.78.