Qualcomm Analyst Sees 34% Upside: 'Share Price Pull-Back Offers Entry Point'
Qualcomm Analyst Sees 34% Upside: 'Share Price Pull-Back Offers Entry Point'
Qualcomm Inc's (NASDAQ:QCOM) shares dropped 13% in just a month; this presents an excellent entry point for investors looking to capitalize on a promising upswing driven by artificial intelligence adoption.
高通公司（NASDAQ：QCOM）股价在短短一个月内下跌了13％；这为寻求利用人工智能技术采用的有前途的上涨趋势的投资者提供了绝佳的进入时机。
That's according to to JPMorgan analyst Samik Chatterjee, who revised the price target upwards to $235 for December 2025 — a potential 34% upside.
根据JPMorgan的分析师Samik Chatterjee的说法，该公司已将2025年12月的价格目标上调至235美元，潜在上涨34％。
The "share price pull-back offers entry point," Chatterjee noted.
Chatterjee指出，“股价回调提供了进入时机。”
"We see double-digit revenue growth consistently in the medium-term," he added. Qualcomm's strategic focus on AI smartphones, AI PCs, and continued expansion in the automotive sector is expected to fuel the anticipated growth.
他补充说，“在中期，我们预计将持续实现两位数的营业收入增长。”高通战略上专注于AI智能手机，AI PC并在汽车领域继续扩张，这有望推动预期的增长。
Qualcomm 'Double-Digit Revenue Growth'
高通实现"两位数的营业收入增长"
Qualcomm's strategy hinges on its leadership in AI-enabled technologies.
高通的策略取决于其在AI技术上的领先地位。
AI smartphones' ramp-up ensures "double-digit content increases," and the Snapdragon X Elite chipsets lead the charge in AI PCs, positioning Qualcomm to capture substantial market share.
智能手机的快速增长确保"两位数内容增长"，Snapdragon X Elite芯片组在AI PC领域领先，为高通在市场上占据重要位置。
Chatterjee notes, "We expect FY25 to mark Qualcomm's return to double-digit revenue growth with strong gains in both Handsets and Automotive sectors."
Chatterjee指出，“我们预计FY25将标志着高通在手持设备和汽车行业都取得强劲增长的重返两位数的营业收入增长。"
Qualcomm plans to expand its footprint in the AI PC market, reinforcing the bullish sentiment. Chatterjee predicts that Qualcomm's PC-related revenue will skyrocket from $300 million in 2024 to $3.7 billion in 2027.
高通计划扩大在AI PC市场上的足迹，增强看好情绪。Chatterjee预测，高通与PC相关的收入将从2024年的3亿美元升至2027年的37亿美元。
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阅读更多：纳斯达克100指数跌至7周低点，表现最差的2天下跌近2年，技术股下跌横扫全球市场。
Challenges: Competitors launching their chipsets may cause the market share for Qualcomm's AI PCs to moderate.
挑战：竞争对手推出芯片组可能会导致高通AI PC市场份额减少。
Chatterjee acknowledges, "Our market share assumptions imply Qualcomm's PC revenues ramping from modest beginnings to substantial figures, but competition will intensify."
Chatterjee指出，“我们的市场份额假设意味着高通的PC收入将从初步数字迅速增长至相当重要的数字，但是竞争将加剧。"
Still, Chatterjee maintains an Overweight rating on Qualcomm, highlighting that the double-digit revenue growth will likely lead to a "multiple re-rating" of the stock.
但是，Chatterjee仍将高通评级为超配，强调两位数的营业收入增长可能导致该股票价格的“多次评级”。
By applying a 20x P/E multiple to 2027 earnings estimates, Chatterjee signaled confidence in Qualcomm's ability to outperform market expectations.
通过将20倍的PE倍数应用于2027年的盈利预测，Chatterjee表达了对高通超额实现市场预期的信心。
As Qualcomm navigates this transformative phase, investors may find the recent pullback a compelling opportunity to engage with a stock poised for substantial growth. The combination of AI innovation, strategic market expansion, and a favorable entry point makes Qualcomm a stock to watch.
随着高通应对这个革命性阶段，投资者可能会发现最近的回调是与一只股票接触的有力机会，该股票因人工智能创新、战略市场扩张和有利的进入点而备受关注。
Price Action: Qualcomm is trading at $180.77 per share, up more than 3% at last check Friday.
价格行动：上次查看时，高通的交易价格为180.77美元，上涨超过3％。
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Image: Shutterstock
图片：shutterstock