Latest Articles
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Synopsys’ Stock has Rallied 90%, Should You Enter?
We believe there may be better places for your money than Synopsys’ stock (NASDAQ: SNPS). SNPS trades at $214 currently and it has gained 53% in value so far this year. It traded at a pre-Covid high of $165 in February, and it is much abo...
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Qualcomm Stock Too Expensive At $115?
Qualcomm stock (NASDAQ: QCOM) is up around 32% since the beginning of this year, but at the current price around $115 per share, we believe that Qualcomm stock could see significant downside. Why is that? Our belief stems from the fact that Qu...
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How To Make Sense Of Qualcomm’s 10% Drop?
Amid the broader technology stock sell off, Qualcomm’s (NASDAQ:QCOM) stock has fallen nearly -10% in the last 5 trading days. What could best explain this? Simply – the large disconnect between the performance of the global economy an...
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Qualcomm, Skyworks, Qorvo: Apple Suppliers Poised To Gain As 5G iPhone Launch Nears
Our Theme of Apple Component Supplier Stocks which includes a diverse set of companies that supply components for Apple’s iconic iDevices – is up by about 9% year-to-date, on an equally weighted basis, compared to the S&P 500 w...
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Worth Buying Qualcomm Stock At $91?
Qualcomm stock (NASDAQ: QCOM) is up just 5% since the beginning of this year, and at the current price of around $91 per share, we believe Qualcomm stock has a significant downside. Why is that? Our belief stems from the fact that Qualcomm sto...
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Qualcomm Stock Almost At $90!- Way Too High?
Qualcomm’s stock (NASDAQ: QCOM) is roughly unchanged since the beginning of this year, and at the current price of around $89 per share, we believe Qualcomm has a significant downside. Why is that? The key is Qualcomm’s stock is still abo...
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Qualcomm Stock To Surge Past $90 Post COVID-19 Crisis?
Comparing the trend in Qualcomm stock (NASDAQ: QCOM) over recent months with its trajectory during and after the Great Recession of 2008, we believe that the stock can potentially gain around 20% once fears surrounding the coronavirus outbreak ...
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50% Jump For Qualcomm Stock With Barely Any Revenue Growth?
Three years passed, revenue barely grew 3%, yet somehow the stock returned 50% purely from capital gains. That’s what Qualcomm (NASDAQ:QCOM) did for its shareholders! Curious how it happened? We take a systematic approach to breakdown the ...
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Could Qualcomm’s Stock Drop Below $40?
Despite a 12% decline in Qualcomm’s (NASDAQ: QCOM) stock since the beginning of the year, at the current price of around $77, QCOM’s stock could see a significant downside, due to the impact of the coronavirus and oil price war crisis...
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Is Cost Of Sales The Key Driver Of Qualcomm’s Expenses And Profitability?
Qualcomm’s (NASDAQ: QCOM) total expenses have remained roughly stagnant going from $19.81 billion in 2017 to $19.89 billion in 2019. As a percentage of total revenues, expenses dropped, going from 89% in 2017 to 81.9% in 2019. Cost of sal...
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Can Qualcomm See Sustainable Revenue Growth, Despite A One-Time Payment of $4.7 Billion By Apple?
Qualcomm’s (NASDAQ: QCOM) total revenue grew from $22.29 billion in 2017 to $24.27 billion in 2019. However, this was largely due to a one-time settlement payment made by Apple, to the tune of $4.7 billion, which drove up licensing revenu...
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Both Seem To Be Doing Equally Well, But A Closer Look At Qualcomm And Texas Instruments Since 2012, Tells A Different Story
Qualcomm (NASDAQ: QCOM) and Texas Instruments (NASDAQ: TXN) are two of the biggest players in the semiconductor market, manufacturing and selling embedded processors and chips to be used in all sorts of technological devices. Most of Qualcomm...
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Breaking Down Qualcomm’s Revenue Streams To Understand How They Make Money
Qualcomm (NASDAQ: QCOM) is one of the largest semiconductor and telecommunications equipment companies, that designs and markets wireless telecommunications products and services. It derives most of its revenue from chipmaking and the bulk of i...
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Why We Increased Our Price Estimate For Qualcomm To $84 Per Share
We have increased our price estimate for Qualcomm (NASDAQ:QCOM) from $58 per share to about $84 per share, following the company’s surprise settlement with Apple (NASDAQ:AAPL) on their two-year long licensing dispute in mid-April. Below, we tak...
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What Does The Settlement With Apple Mean For Qualcomm?
Qualcomm (NASDAQ:QCOM)and Apple (NASDAQ:AAPL) reached a surprise settlement on their two-year long licensing dispute, in what we believe is a win-win for both companies. Below we take a look at some of the developments and what it could mean f...
