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Qualcomm (QCOM) Reiterated at Buy by StoneX on Encouraging Data Center Leverage

Tue, 15 Sep 2026 07:25:17 -0400

StoneX analyst Cody Acree reiterated a Buy rating and $270.00 price target on Qualcomm (NASDAQ: QCOM).

The analyst commented, "Overall demand remains uneven, but Data Center leverage is encouraging. While confidence in Qualcomm’s strategic position is rising as its data-center exposure broadens. Management is not calling a broad handset recovery and expects conditions to remain difficult through 2027, despite believing China Android bottomed in June. Automotive remains strong, and Amazon now supplies a public proof point for a growing portfolio spanning custom inference silicon, optical connectivity, HBC, CPUs and software."

For an analyst ratings summary and ratings history on Qualcomm click

Form 144 QUALCOMM INC/DE Filed by: Palkhiwala Akash J.

Fri, 11 Sep 2026 18:53:00 -0400

si-local-file:///var/storage/secattach/20260911/27053900.html

Form 4 QUALCOMM INC/DE For: Sep 11 Filed by: Palkhiwala Akash J.

Fri, 11 Sep 2026 18:33:00 -0400

si-local-file:///var/storage/secattach/20260911/27053871.html

Piper Sandler Starts Qualcomm (QCOM) at Neutral

Thu, 10 Sep 2026 05:35:43 -0400

(Updated - September 10, 2026 5:35 AM EDT)

Piper Sandler analyst David O'Connor initiates coverage on Qualcomm (NASDAQ: QCOM) with a Neutral rating and a price target of $190.00.

The analyst comments "QCOM has been late to the Datacenter party, but we are still in the early innings of an AI multi-year growth story and currently the AI market is compute-starved. Management has put together a compelling set of Hyperscaler design-wins across custom silicon, Accelerators and CPU Server through FY29E, by which stage Handsets will have fallen to ~50% of EBIT. Datacenter wins will account for ~26% of FY29E revenues and drive

Piper Sandler Starts Qualcomm (QCOM) at Neutral

Thu, 10 Sep 2026 05:35:43 -0400

(Updated - September 10, 2026 5:35 AM EDT)

Piper Sandler analyst David O'Connor initiates coverage on Qualcomm (NASDAQ: QCOM) with a Neutral rating and a price target of $190.00.

Qualcomm (QCOM) Reiterated at Buy by StoneX as Amazon Named a Customer

Wed, 09 Sep 2026 09:53:41 -0400

(Updated - September 9, 2026 9:53 AM EDT)

StoneX analyst Cody Acree reiterated a Buy rating and $270.00 price target on Qualcomm (NASDAQ: QCOM).

The analyst commented, "Amazon is now one of Qualcomm’s named customers. Qualcomm announced a multi-generation collaboration spanning customized silicon for AI inference and optical connectivity through 1.6T and future generations. We believe this announcement materially validates the breadth of Qualcomm’s data-center platform."

For an analyst ratings summary and ratings history on Qualcomm click here. For more ratings news on Qualcomm click here.

Shares of Qualcomm closed at $174.09 yesterday.

KeyBanc on Qualcomm (QCOM): 'A multi-generational agreement with AMZN'

Wed, 09 Sep 2026 08:00:12 -0400

KeyBanc analyst John Vinh reiterated a Sector Weight rating and $160.00 price target on Qualcomm (NASDAQ: QCOM).

The analyst commented: "QCOM today announced a multi-generational agreement with AMZN to support customized silicon for AI DCs, covering AI inference and optical connectivity solutions, including 1.6T and future-gen offerings. QCOM also issued a warrant to AMZN for up to 25M shares with vesting tied to up to $60B in AMZN revenues over 10 years. QCOM also reiterated $5B in DC revenues in FY27 growing to $15B in FY29. We view the agreement with AMZN as positive for QCOM as it improves visibility into

KeyBanc on Qualcomm (QCOM): 'A multi-generational agreement with AMZN'

Wed, 09 Sep 2026 08:00:12 -0400

KeyBanc analyst John Vinh reiterated a Sector Weight rating and $160.00 price target on Qualcomm (NASDAQ: QCOM).

Qualcomm (QCOM) PT Raised to $180; RBC Capital: 'AMZN deal a positive'

Wed, 09 Sep 2026 07:51:40 -0400

(Updated - September 9, 2026 7:51 AM EDT)

RBC Capital analyst Srini Pajjuri raised the price target on Qualcomm (NASDAQ: QCOM) to $180.00 (from $160.00) while maintaining a Sector Perform rating.

The analyst commented: "AMZN deal a positive even if not entirely incremental; We are encouraged by QCOM’s strategic agreement with AMZN as it should help the company establish a foothold in the important data center AI segment. The agreement de-risks management’s data center revenue targets for FY26/27 to an extent and gives us higher conviction in the company’s longer-term opportunities in the AI market. On the other hand, management is maintaining

Qualcomm (QCOM) PT Raised to $180; RBC Capital: 'AMZN deal a positive'

Wed, 09 Sep 2026 07:51:40 -0400

(Updated - September 9, 2026 7:51 AM EDT)

RBC Capital analyst Srini Pajjuri raised the price target on Qualcomm (NASDAQ: QCOM) to $180.00 (from $160.00) while maintaining a Sector Perform rating.

Bernstein SocGen Group Reiterates Market Perform Rating on Qualcomm (QCOM)

Wed, 09 Sep 2026 03:22:16 -0400

Bernstein SocGen Group analyst Stacy Rasgon reiterated a Market Perform rating and $165.00 price target on Qualcomm (NASDAQ: QCOM)

The analyst comments: “This morning Qualcomm announced a “multi-generational product collaboration with Amazon” to build next-gen AI datacenter infrastructure including customized silicon for inference and optical connectivity solutions, and will deepen their own use of AWS AI infrastructure.

In a subsequent 8K Qualcomm also announced a 25M warrant grant to Amazon. The warrants have an exercise price of $161.26/share (so already in the money as of Friday’s close) and will vest in tranches tied to meeting conditions including product and services purchases by

Barclays Reiterates Underweight Rating on Qualcomm (QCOM)

Wed, 09 Sep 2026 03:20:30 -0400

Barclays analyst Tom O\'Malley reiterated an Underweight rating and $180.00 price target on Qualcomm (NASDAQ: QCOM)

The analyst comments: “AWS has used QCOM's AI100 in their EC2 instances and uses PCIe scale up so this fits. Initial reaction will be negative MRVL and ALAB as the working assumption will be this is similar to the initial Alchip foray. We've learned how defensible these positions can be for an extended period of time with second sources needing to prove out. Numbers don't change as this should already be embedded in the targets provided at the recent analyst day (see more here). We

CFRA Upgrades Qualcomm (QCOM) to Strong Buy

Tue, 08 Sep 2026 16:01:46 -0400

CFRA analyst Angelo Zino upgraded Qualcomm (NASDAQ: QCOM) from Buy to Strong Buy.

For an analyst ratings summary and ratings history on Qualcomm click here. For more ratings news on Qualcomm click here.

Shares of Qualcomm closed at $168.74 yesterday.

Qualcomm (QCOM) call put ratio 4.8 calls to 1 put with a focus on September 11 weekly calls as share price up 4%

Tue, 08 Sep 2026 11:08:29 -0400

Qualcomm (NASDAQ: QCOM) 30-day option implied volatility is at 47; compared to its 52-week range of 27 to 93. Call put ratio 4.8 calls to 1 put with a focus on September 11 weekly calls as share price up 4%.

iPhone 18 foldables are finally arriving. Here are the best stocks to buy

Tue, 08 Sep 2026 11:00:00 -0400

Citi analysts identified a list of supply chain beneficiaries ahead of Apple's (NASDAQ: AAPL) iPhone 18 launch, expected September 9, which will include the company's first foldable device.

The bank said Apple's first foldable iPhone, likely called the iPhone Ultra, is expected to start at more than $2,000, while the iPhone 18 Pro and Pro Max will be priced roughly $200 higher than their predecessors.

Major upgrades across the lineup could include A20 chips, a variable aperture main camera for the Pro models, and an Apple-designed modem.