Broadcom is mentioned as a partner for hyperscalers in developing their computing stacks, alongside Qualcomm and proprietary chips.
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Is Qualcomm an Undervalued Semiconductor Stock to Buy Right Now? | QCOM Stock Analysis
Sep 2, 2026
Qualcomm (QCOM) is presented as an undervalued semiconductor stock due to its expansion into data centers and automotive segments, despite near-term headwinds in smartphones. The company's revenue has doubled, and while operating margins have been volatile, returns on invested capital are improving. The stock is trading at a forward P/E of 16.6, with an estimated fair value of $283, suggesting a 67% upside over 12-18 months, driven by future data center product shipments.
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Nvidia is mentioned as a competitor in the AI data center market, providing a full solution including GPUs and CPUs.
Alphabet is mentioned as a potential hyperscaler customer interested in Qualcomm's data center solutions.
Amazon is mentioned as a potential hyperscaler customer interested in Qualcomm's data center solutions.
Microsoft is mentioned as a potential hyperscaler customer interested in Qualcomm's data center solutions.
Meta Platforms is mentioned as an early customer for Qualcomm's high-bandwidth compute in data centers.
Qualcomm is an undervalued semiconductor stock with 67% upside potential over 12-18 months due to its expansion into data centers and automotive, despite near-term smartphone headwinds.
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QCOMbuy opened Sep 2, 2026
+1.27%