QUALCOMM affirmed a quarterly cash dividend of US$0.92 per share for December 2026, while diluted EPS fell 16.67% year on year, with a P/E of 20.00, a dividend yield of 2.03% and weaker operating margins. The company is cutting its global workforce and faces pressure in smartphones and Apple-related revenue, while committing capital to data center chips, robotics and AI partnerships with Amazon and Apple. The article notes that two hyperscaler customers have production underway, with revenue targets for fiscal 2027 and 2029. Under the current analyst narrative, revenue is projected at US$60.0b and earnings at US$11.5b by 2029, based on 10.8% yearly revenue growth, and fair value implies about 10% potential upside to the current price. The most optimistic analysts forecast US$66.9b of revenue and US$11.8b of earnings by 2029.
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Qualcommdividendsearningssemiconductorsartificial intelligence
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AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.0T |
| Close on 10/23/2026 | 347.73 |
| Change that session | -0.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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