Morgan Stanley analyst Joseph Moore maintains $Qualcomm (QCOM.US)$ with a hold rating, and maintains the target price at $204.
According to TipRanks data, the analyst has a success rate of 57.2% and a total average return of 13.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Qualcomm (QCOM.US)$'s main analysts recently are as follows:
Qualcomm experienced benefits in the September quarter due to higher content levels, a stable and expanding market for premium tier handsets, and normalized inventory dynamics. Despite these positive factors, projections remain largely consistent after the recent report. Revenue forecasts for the March quarter are set at $10.3 billion with $2.66 earnings per share, while expectations for calendar year 2025 include $42.6 billion in revenue and $11.32 earnings per share.
Qualcomm displayed robust guidance, and analysts note that, akin to MediaTek, the company has a positive outlook on the premium segment of the China market, bolstered by new models and price growth from its new Snapdragon 8 Elite. It's observed that Qualcomm's mobile business is expanding in a rather stable overall unit market, attributed to its significant presence in the high-end market sector.
Improved revenue and margins were catalysts for earnings surpassing consensus expectations. The analyst has raised the revenue and earnings projections for the company and anticipates that the performance in IOT and Autos segments will redirect investor focus towards the long-term prospects of market diversification, as anticipated to be presented by Qualcomm at its forthcoming investor day.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Joseph Moore维持$高通 (QCOM.US)$持有评级，维持目标价204美元。
根据TipRanks数据显示，该分析师近一年总胜率为57.2%，总平均回报率为13.2%。
此外，综合报道，$高通 (QCOM.US)$近期主要分析师观点如下：
由于内容水平的提高，高端手机市场的稳定和扩大，以及库存动态的正常化，高通在9月份的季度中获得了收益。尽管有这些积极因素，但在最近的报告发布之后，预测基本保持一致。3月季度的收入预测定为103亿美元，每股收益为2.66美元，而2025年日历年的预期包括426亿美元的收入和11.32美元的每股收益。
高通显示了强劲的指导，分析师指出，与联发科类似，在新机型和新款Snapdragon 8 Elite的价格增长的推动下，该公司对中国市场的高端细分市场前景乐观。据观察，高通的移动业务正在相当稳定的整体单位市场中扩张，这要归因于其在高端市场领域的重要地位。
收入和利润率的提高是盈利超过市场普遍预期的催化剂。该分析师提高了该公司的收入和收益预期，并预计物联网和汽车领域的表现将把投资者的注意力转移到市场多元化的长期前景上，正如高通公司在即将到来的投资者日所预期的那样。
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