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Qualcomm (NASDAQ: QCOM) Navigates Market Challenges Amidst Analyst Optimism and Revenue Beat

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  • An analyst from Goldman Sachs set a price target of $180.00 for Qualcomm (NASDAQ: QCOM), indicating a potential 15.62% increase from its trading price of $155.68 at the time.
  • Despite beating revenue expectations with $9.95 billion, Qualcomm's earnings per share (EPS) of $2.21 slightly missed estimates of $2.22 due to higher costs.
  • Qualcomm issued a soft outlook for the next quarter, expecting adjusted EPS between $2.05 and $2.25, and plans to increase chip prices starting September 1 to counter rising costs from a supply crunch.

Qualcomm is a major technology company that designs and sells semiconductor products and services. It is best known for its chips that power many of the world's smartphones. The company operates in a highly competitive market for computer parts and mobile technology, facing challenges like supply chain issues.

On July 29, 2026, an analyst from Goldman Sachs set a price target of $180.00 for Qualcomm. At that time, the stock was trading at $155.68. This new target suggests a potential increase of about 15.62% from its price when the target was published, indicating a positive outlook from the analyst.

The company's recent performance shows mixed results. For its third quarter, Qualcomm reported revenues of $9.95 billion, which was 2.44% higher than what analysts expected. However, its earnings per share (EPS) of $2.21 slightly missed the estimate of $2.22. EPS is a company's profit divided by its number of shares.

Despite beating revenue expectations, Qualcomm's profit declined because of higher costs, as highlighted by the Wall Street Journal. The company also gave a soft outlook for the current quarter. This means it expects weaker performance in the near future, which has contributed to a daily stock price drop of 4.42%.

For the next quarter, Qualcomm expects adjusted EPS between $2.05 and $2.25, which is below what analysts predicted. To handle rising costs from a supply crunch, the company plans to increase the prices of its chips starting September 1. The CEO confirmed, "Cost went up, prices are going to go up."

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