Posts on QCOM

Latest ideas and analyses related to QUALCOMM Incorporated Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
QCOM

+0 pts



Looking for recent BofA notes on QCOM

By JH on June 9, 2022, 7:07 p.m.
Tagged topics: analyst checks , bofa

Views: 13, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM , ANET , CIEN

+36 pts



Key Takeaways from Global Hardware Outlook Call

By puckerman17 on June 7, 2022, 12:52 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 5, Responses: 0, Attachments: 1
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 146, Votes: 10, Responses: 1, Attachments: 1
QCOM

+1 pts



Looking for Bernstein's Note on $QCOM from yesterday (June 1st)

By JH on June 2, 2022, 1:46 p.m.
Tagged topics: analyst checks

Views: 9, Votes: 2, Responses: 0, Attachments: 0
QCOM

+51 pts



$QCOM J.P. Morgan TMC Conference Takeaways (as requested)

By realjoe on May 27, 2022, 4:10 p.m.
Tagged topics: management commentary

Views: 17, Votes: 2, Responses: 1, Attachments: 2
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+49 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 32, Votes: 5, Responses: 2, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 32, Votes: 4, Responses: 0, Attachments: 1
QCOM

+37 pts



$QCOM Qualcomm: Exceptional Results

By Btam on May 5, 2022, 3:24 a.m.
Tagged topics: earnings results

Views: 22, Votes: 5, Responses: 0, Attachments: 1
QCOM

+36 pts



$QCOM - Handset Brushes Off Headwinds

By cassie on April 28, 2022, 5:48 p.m.
Tagged topics: earnings results

Views: 24, Votes: 4, Responses: 0, Attachments: 1
QCOM

+35 pts



$QCOM - A beat, a (FQ3) raise and another (FQ4) raise. Solid Android share gains and increasing supply key drivers

By ethonomics on April 28, 2022, 1:52 p.m.
Tagged topics: earnings results

Views: 21, Votes: 3, Responses: 0, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 162, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 45, Votes: 4, Responses: 1, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 24, Votes: 3, Responses: 0, Attachments: 1
MU , JBL , AAPL , AVT , CSCO , NOK , INTC , MRVL , NVDA , QCOM , Semiconductors

+61 pts



Semiconductors - analysts say we may be 6 months away from an industry downturn

By bbern3 on April 4, 2022, 2:08 p.m.
Tagged topics: analyst checks , deep dive

Views: 244, Votes: 13, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN

+36 pts



Commercial over Consumer with growing concern of recession and signs of reversal for Value over Growth

By bbern3 on April 1, 2022, 11:27 a.m.
Tagged topics: analyst checks

Views: 123, Votes: 3, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 209, Votes: 9, Responses: 2, Attachments: 1
QCOM

+43 pts



Asia Technology Strategy : 2022 smartphone update: Slow unit growth continues but 5G ramps stay on track

By KHUN on March 10, 2022, 6:54 a.m.
Tagged topics: 5G

Views: 48, Votes: 8, Responses: 1, Attachments: 1
QCOM

+65 pts



$QCOM - Bigger-than-expected dividend increase (as requested)

By bbern3 on March 9, 2022, 4:33 p.m.
Tagged topics: dividend increases , MWC Barcelona

Views: 44, Votes: 6, Responses: 0, Attachments: 2
TSM , QCOM , NVDA

+45 pts



$TSMC - checks indicate N3 progressing well, following competitor comments on N3 delays

By mooreideas on March 9, 2022, 3:28 p.m.
Tagged topics: semiconductors

Views: 161, Votes: 8, Responses: 0, Attachments: 1
QCOM

+3 pts



Looking for recent notes on QCOM

By JH on March 8, 2022, 10:43 p.m.
Tagged topics: analyst checks

Views: 31, Votes: 2, Responses: 1, Attachments: 0