Qualcomm Analyst Sees 34% Upside: 'Share Price Pull-Back Offers Entry Point'
Qualcomm Analyst Sees 34% Upside: 'Share Price Pull-Back Offers Entry Point'
Qualcomm Inc's (NASDAQ:QCOM) shares dropped 13% in just a month; this presents an excellent entry point for investors looking to capitalize on a promising upswing driven by artificial intelligence adoption.
高通公司（NASDAQ：QCOM）股價在短短一個月內下跌了13％；這爲尋求利用人工智能技術採用的有前途的上漲趨勢的投資者提供了絕佳的進入時機。
That's according to to JPMorgan analyst Samik Chatterjee, who revised the price target upwards to $235 for December 2025 — a potential 34% upside.
根據JPMorgan的分析師Samik Chatterjee的說法，該公司已將2025年12月的價格目標上調至235美元，潛在上漲34％。
The "share price pull-back offers entry point," Chatterjee noted.
Chatterjee指出，“股價回調提供了進入時機。”
"We see double-digit revenue growth consistently in the medium-term," he added. Qualcomm's strategic focus on AI smartphones, AI PCs, and continued expansion in the automotive sector is expected to fuel the anticipated growth.
他補充說，“在中期，我們預計將持續實現兩位數的營業收入增長。”高通戰略上專注於AI智能手機，AI PC並在汽車領域繼續擴張，這有望推動預期的增長。
Qualcomm 'Double-Digit Revenue Growth'
高通實現"兩位數的營業收入增長"
Qualcomm's strategy hinges on its leadership in AI-enabled technologies.
高通的策略取決於其在AI技術上的領先地位。
AI smartphones' ramp-up ensures "double-digit content increases," and the Snapdragon X Elite chipsets lead the charge in AI PCs, positioning Qualcomm to capture substantial market share.
智能手機的快速增長確保"兩位數內容增長"，Snapdragon X Elite芯片組在AI PC領域領先，爲高通在市場上佔據重要位置。
Chatterjee notes, "We expect FY25 to mark Qualcomm's return to double-digit revenue growth with strong gains in both Handsets and Automotive sectors."
Chatterjee指出，“我們預計FY25將標誌着高通在手持設備和汽車行業都取得強勁增長的重返兩位數的營業收入增長。"
Qualcomm plans to expand its footprint in the AI PC market, reinforcing the bullish sentiment. Chatterjee predicts that Qualcomm's PC-related revenue will skyrocket from $300 million in 2024 to $3.7 billion in 2027.
高通計劃擴大在AI PC市場上的足跡，增強看好情緒。Chatterjee預測，高通與PC相關的收入將從2024年的3億美元升至2027年的37億美元。
Read Also: Nasdaq 100 Falls To 7-Week Lows, Marks Worst 2-Day Drop In Nearly 2 Years As Tech Rout Rages On
閱讀更多：納斯達克100指數跌至7周低點，表現最差的2天下跌近2年，技術股下跌橫掃全球市場。
Challenges: Competitors launching their chipsets may cause the market share for Qualcomm's AI PCs to moderate.
挑戰：競爭對手推出芯片組可能會導致高通AI PC市場份額減少。
Chatterjee acknowledges, "Our market share assumptions imply Qualcomm's PC revenues ramping from modest beginnings to substantial figures, but competition will intensify."
Chatterjee指出，“我們的市場份額假設意味着高通的PC收入將從初步數字迅速增長至相當重要的數字，但是競爭將加劇。"
Still, Chatterjee maintains an Overweight rating on Qualcomm, highlighting that the double-digit revenue growth will likely lead to a "multiple re-rating" of the stock.
但是，Chatterjee仍將高通評級爲超配，強調兩位數的營業收入增長可能導致該股票價格的“多次評級”。
By applying a 20x P/E multiple to 2027 earnings estimates, Chatterjee signaled confidence in Qualcomm's ability to outperform market expectations.
通過將20倍的PE倍數應用於2027年的盈利預測，Chatterjee表達了對高通超額實現市場預期的信心。
As Qualcomm navigates this transformative phase, investors may find the recent pullback a compelling opportunity to engage with a stock poised for substantial growth. The combination of AI innovation, strategic market expansion, and a favorable entry point makes Qualcomm a stock to watch.
隨着高通應對這個革命性階段，投資者可能會發現最近的回調是與一隻股票接觸的有力機會，該股票因人工智能創新、戰略市場擴張和有利的進入點而備受關注。
Price Action: Qualcomm is trading at $180.77 per share, up more than 3% at last check Friday.
價格行動：上次查看時，高通的交易價格爲180.77美元，上漲超過3％。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。