QUALCOMM Incorporated (QCOM) Boosts Analyst Trust with Accelerated AI and Data Center Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy QCOM?
Source: Yahoo Finance
Qualcomm's Growth and Diversification: Qualcomm Inc. is recognized as a leading augmented reality stock, with a Buy rating from JPMorgan due to its successful diversification into Automotive and IoT sectors, resulting in over 20% compound annual growth in the past five years.
AI and Data Center Strategy: The company is expected to see accelerated growth from its data center strategy, focusing on power and memory challenges, with significant revenue opportunities anticipated by 2027 through its AI 200 and AI 250 products.
Collaboration with Adobe and Humain: Qualcomm has partnered with Adobe and the AI company Humain to develop generative AI tools in Arabic, which will utilize Qualcomm's AI chips and support a new research and development center in Riyadh.
Position in the AR Market: While Qualcomm is a key enabler in the AR space through its processors and technologies, it is primarily a broader technology company with interests in mobile processors, telecommunications, and IoT, rather than a manufacturer of complete AR devices.
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Analyst Views on QCOM
Wall Street analysts forecast QCOM stock price to rise
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 128.780
Low
165.00
Averages
197.14
High
225.00
Current: 128.780
Low
165.00
Averages
197.14
High
225.00
About QCOM
Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
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.
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