Qualcomm: Not Correctly Priced For AI
Qualcomm's recent weak handset sales have overshadowed its growing opportunities in AI data centers, automotive, and IoT segments, which are not yet fully reflected in its stock price. The company continues to strengthen shareholder returns through a $20 billion buyback and dividend increase, positioning for long-term growth. Trading at 13x normalized FY27 EPS, Qualcomm appears undervalued relative to its diversified revenue potential and AI-driven prospects.
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