Morgan Stanley analyst Joseph Moore maintains $Qualcomm (QCOM.US)$ with a hold rating, and maintains the target price at $204.
According to TipRanks data, the analyst has a success rate of 57.2% and a total average return of 13.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Qualcomm (QCOM.US)$'s main analysts recently are as follows:
Qualcomm experienced benefits in the September quarter due to higher content levels, a stable and expanding market for premium tier handsets, and normalized inventory dynamics. Despite these positive factors, projections remain largely consistent after the recent report. Revenue forecasts for the March quarter are set at $10.3 billion with $2.66 earnings per share, while expectations for calendar year 2025 include $42.6 billion in revenue and $11.32 earnings per share.
Qualcomm displayed robust guidance, and analysts note that, akin to MediaTek, the company has a positive outlook on the premium segment of the China market, bolstered by new models and price growth from its new Snapdragon 8 Elite. It's observed that Qualcomm's mobile business is expanding in a rather stable overall unit market, attributed to its significant presence in the high-end market sector.
Improved revenue and margins were catalysts for earnings surpassing consensus expectations. The analyst has raised the revenue and earnings projections for the company and anticipates that the performance in IOT and Autos segments will redirect investor focus towards the long-term prospects of market diversification, as anticipated to be presented by Qualcomm at its forthcoming investor day.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Joseph Moore維持$高通 (QCOM.US)$持有評級，維持目標價204美元。
根據TipRanks數據顯示，該分析師近一年總勝率為57.2%，總平均回報率為13.2%。
此外，綜合報道，$高通 (QCOM.US)$近期主要分析師觀點如下：
由於內容水平的提高，高端手機市場的穩定和擴大，以及庫存動態的正常化，高通在9月份的季度中獲得了收益。儘管有這些積極因素，但在最近的報告發布之後，預測基本保持一致。3月季度的收入預測定爲103億美元，每股收益爲2.66美元，而2025年日曆年的預期包括426億美元的收入和11.32美元的每股收益。
高通顯示了強勁的指導，分析師指出，與聯發科類似，在新機型和新款Snapdragon 8 Elite的價格增長的推動下，該公司對中國市場的高端細分市場前景樂觀。據觀察，高通的移動業務正在相當穩定的整體單位市場中擴張，這要歸因於其在高端市場領域的重要地位。
收入和利潤率的提高是盈利超過市場普遍預期的催化劑。該分析師提高了該公司的收入和收益預期，並預計物聯網和汽車領域的表現將把投資者的注意力轉移到市場多元化的長期前景上，正如高通公司在即將到來的投資者日所預期的那樣。
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