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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美東時間11月7日，多家華爾街大行更新了$高通 (QCOM.US)$的評級，目標價介於185美元至245美元。
摩根士丹利分析師Joseph Moore維持持有評級，並將目標價從207美元下調至204美元。
摩根大通分析師Samik Chatterjee維持買入評級，並將目標價從195美元上調至200美元。
美銀證券分析師Tal Liani維持買入評級，維持目標價245美元。
花旗分析師Christopher Danely維持持有評級，維持目標價185美元。
巴克萊銀行分析師Thomas O'Malley維持買入評級，維持目標價200美元。
此外，綜合報道，$高通 (QCOM.US)$近期主要分析師觀點如下：
高通的強勁業績指引獲得了關注，並觀察到其在中國市場高端領域積極的前景，得益於新款手機的推出，以及由新的驍龍8 Elite推動的售價增長。有人注意到，高通的手機業務在一個整體銷量相對不變的市場中正在經歷增長，受益於在高端領域中的顯著存在。
該公司觀察到改善的營業收入和利潤率推動了收益超越市場共識。在這一表現之後，公司的營業收入和收益預測出現積極調整。預計公司在物聯網和汽車領域的表現將引導投資者關注向高通長期多元化進入各種終端市場的展望，高通預計將在即將舉行的投資者日上詳細介紹。
儘管高通超出預期的第四季度業績以及對2025年第一季度的積極指引，但人們依然擔憂人工智能PC的普及在競爭加劇的情況下，對蘋果推出5g概念調制解調器的擔憂，以及持續存在的Arm許可協議爭議。
以下爲今日13位分析師對$高通 (QCOM.US)$的最新投資評級及目標價：
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