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（納斯達克股票代碼：QCOM）的股價在短短一個月內下跌了13％；對於希望利用人工智能採用推動的預期上漲的投資者來說，這是一個絕佳的切入點。
That's according to to JPMorgan analyst Samik Chatterjee, who revised the price target upwards to $235 for December 2025 — a potential 34% upside.
根據摩根大通分析師薩米克·查特吉的說法，他將2025年12月的目標股價上調至235美元，可能上漲34％。
The "share price pull-back offers entry point," Chatterjee noted.
查特吉指出，“股價回調提供了切入點”。
"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.
他補充說：“我們預計中期收入將持續實現兩位數的增長。”高通對人工智能手機、人工智能電腦的戰略重點以及汽車領域的持續擴張預計將推動預期的增長。
Qualcomm 'Double-Digit Revenue Growth'
高通 “兩位數收入增長”
Qualcomm's strategy hinges on its leadership in AI-enabled technologies.
高通的戰略取決於其在人工智能技術領域的領導地位。
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.
人工智能智能手機的崛起確保了 “兩位數的內容增長”，而Snapdragon X Elite芯片組在人工智能電腦領域處於領先地位，使高通能夠佔領可觀的市場份額。
Chatterjee notes, "We expect FY25 to mark Qualcomm's return to double-digit revenue growth with strong gains in both Handsets and Automotive sectors."
查特吉指出：“我們預計，25財年將標誌着高通恢復兩位數的收入增長，手機和汽車領域的強勁增長。”
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.
高通計劃擴大其在人工智能電腦市場的足跡，強化看漲情緒。查特吉預測，高通的個人電腦相關收入將從2024年的3億美元猛增至2027年的37億美元。
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Challenges: Competitors launching their chipsets may cause the market share for Qualcomm's AI PCs to moderate.
挑戰：推出芯片組的競爭對手可能會導致高通AI PC的市場份額放緩。
Chatterjee acknowledges, "Our market share assumptions imply Qualcomm's PC revenues ramping from modest beginnings to substantial figures, but competition will intensify."
查特吉承認：“我們的市場份額假設表明，高通的個人電腦收入將從微不足道的起步增長到可觀的數字，但競爭將加劇。”
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.
儘管如此，查特吉仍維持對高通的增持評級，強調兩位數的收入增長可能會導致該股的 “多次重新評級”。
By applying a 20x P/E multiple to 2027 earnings estimates, Chatterjee signaled confidence in Qualcomm's ability to outperform market expectations.
查特吉將20倍的市盈倍數應用於2027年的收益預期，這表明了對高通超越市場預期的能力的信心。
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.
在高通進入這一變革階段之際，投資者可能會發現最近的回調是投資有望實現大幅增長的股票的絕佳機會。人工智能創新、戰略市場擴張和有利的切入點相結合，使高通成爲值得關注的股票。
Price Action: Qualcomm is trading at $180.77 per share, up more than 3% at last check Friday.
價格走勢：高通的交易價格爲每股180.77美元，在週五的最後一次檢查中上漲了3％以上。
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