Qualcomm Inc QCOM

The Motley Fool 14 nov

Qualcomm stock has fallen 33% from its May high and now trades at just 9.6x management's fiscal 2029 earnings target, making it attractive for long-term investors. While handset chip sales have declined 26% year-over-year, the company is building a new growth engine through its data center business, which is forecast to reach a $7 billion annual run rate by end of fiscal 2027. With Amazon as a key customer and a $60 billion purchase option contract, Qualcomm's diversification into data center, automotive, and IoT segments is expected to grow over 60% in fiscal 2027, offsetting losses from Apple's shift to proprietary modems.

The Motley Fool 13 nov

The article compares Micron Technology and Qualcomm as semiconductor investment options for 2027. Micron has experienced explosive revenue growth (256% YoY) driven by AI data center demand but faces volatility tied to memory pricing. Qualcomm's smartphone business has stalled but is diversifying into data centers and automotive. The author recommends Qualcomm as the safer long-term choice, citing its less cyclical business model and growth potential in existing data center spending, while warning that Micron's profitability is too dependent on memory price fluctuations.

Zacks Investment Research 13 nov

Arm Holdings reported Q2 fiscal 2027 revenues of $1.44 billion, beating consensus estimates, with strong licensing growth and upbeat Q3 guidance. The company targets up to $2 billion in cumulative AGI CPU revenues through fiscal 2028. However, weak quarterly cash flow (down 73% YoY), uneven royalty growth, and lower silicon margins (30-40% vs. traditional licensing margins) warrant caution. The stock maintains a Hold rating despite strong AI infrastructure tailwinds.

Zacks Investment Research 13 nov

The Philadelphia Semiconductor Index plunged over 12% following Democratic control of Congress, as investors feared regulatory pressure on AI data-center expansion. However, strong structural demand persists with DRAM prices up 484% year-over-year and major chipmakers securing long-term contracts with hyperscalers. Despite short-term political headwinds, semiconductor fundamentals remain intact, presenting potential buying opportunities through diversified ETF exposure.

Zacks Investment Research 12 nov

Qualcomm is transitioning its data center business from development to commercial revenue, targeting $5 billion in fiscal 2027 sales with over $650 million expected in Q1. The company has secured a major deal with Amazon covering up to $60 billion in potential purchases over 10 years. However, early concentration with two hyperscaler customers, margin pressure, and declining fiscal 2027 EPS projections present execution risks as Qualcomm competes against established rivals like NVIDIA and AMD.