Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2025
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Source: Benzinga
Qualcomm's Market Position: Analyst Samik Chatterjee maintains an Overweight rating on Qualcomm Inc, highlighting the company's share gain in Samsung's latest flagship smartphone, the S25, which exclusively uses Snapdragon chipsets, marking a significant increase from the previous generation S24.
Financial Impact: Chatterjee estimates that this share gain could lead to an incremental revenue opportunity of $2 billion and an EPS contribution of about $0.63 for Qualcomm, as the company is expected to capture 100% of the chipset market for the S25, translating to an additional 12 million units sold year-on-year.
Analyst Views on SOXX
Wall Street analysts forecast SOXX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SOXX is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
