On Nov 07, major Wall Street analysts update their ratings for $Qualcomm (QCOM.US)$, with price targets ranging from $185 to $245.
Morgan Stanley analyst Joseph Moore maintains with a hold rating, and adjusts the target price from $207 to $204.
J.P. Morgan analyst Samik Chatterjee maintains with a buy rating, and adjusts the target price from $195 to $200.
BofA Securities analyst Tal Liani maintains with a buy rating, and maintains the target price at $245.
Citi analyst Christopher Danely maintains with a hold rating, and maintains the target price at $185.
Barclays analyst Thomas O'Malley maintains with a buy rating, and maintains the target price at $200.
Furthermore, according to the comprehensive report, the opinions of $Qualcomm (QCOM.US)$'s main analysts recently are as follows:
Qualcomm's robust guidance was highlighted, and observations were made regarding its positive outlook on the high-end segment of the China market, spurred by new models and an increase in selling price driven by its new Snapdragon 8 Elite. It was noted that Qualcomm's mobile business is experiencing growth within a market where overall unit sales are relatively unchanged, benefiting from a significant presence in the premium tier.
The firm observes that improved revenue and margins have propelled earnings beyond the market consensus. Following this performance, there's a positive adjustment in revenue and earnings forecasts for the company. It is anticipated that the company's performance in IOT and Autos will redirect investor attention towards the long-term prospects of diversification into various end-markets, which Qualcomm is expected to detail at the forthcoming investor day.
Despite Qualcomm's stronger-than-anticipated Q4 outcomes and a positive guide for Q1 2025, concerns persist regarding the AI PC uptake amidst rising competition, apprehensions about Apple's 5G modem introduction, and the ongoing Arm license disagreement.
Here are the latest investment ratings and price targets for $Qualcomm (QCOM.US)$ from 13 analysts:
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美东时间11月7日，多家华尔街大行更新了$高通 (QCOM.US)$的评级，目标价介于185美元至245美元。
摩根士丹利分析师Joseph Moore维持持有评级，并将目标价从207美元下调至204美元。
摩根大通分析师Samik Chatterjee维持买入评级，并将目标价从195美元上调至200美元。
美银证券分析师Tal Liani维持买入评级，维持目标价245美元。
花旗分析师Christopher Danely维持持有评级，维持目标价185美元。
巴克莱银行分析师Thomas O'Malley维持买入评级，维持目标价200美元。
此外，综合报道，$高通 (QCOM.US)$近期主要分析师观点如下：
高通的强劲业绩指引获得了关注，并观察到其在中国市场高端领域积极的前景，得益于新款手机的推出，以及由新的骁龙8 Elite推动的售价增长。有人注意到，高通的手机业务在一个整体销量相对不变的市场中正在经历增长，受益于在高端领域中的显著存在。
该公司观察到改善的营业收入和利润率推动了收益超越市场共识。在这一表现之后，公司的营业收入和收益预测出现积极调整。预计公司在物联网和汽车领域的表现将引导投资者关注向高通长期多元化进入各种终端市场的展望，高通预计将在即将举行的投资者日上详细介绍。
尽管高通超出预期的第四季度业绩以及对2025年第一季度的积极指引，但人们依然担忧人工智能PC的普及在竞争加剧的情况下，对苹果推出5g概念调制解调器的担忧，以及持续存在的Arm许可协议争议。
以下为今日13位分析师对$高通 (QCOM.US)$的最新投资评级及目标价：
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