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:
In the September quarter, Qualcomm saw benefits from augmented content, a steady and expanding market for premium tier handsets, along with normalizing inventory dynamics. The assessment suggests that projections remain relatively stable following the company's report. Revenue forecasts for the March quarter are set at $10.3 billion with an EPS of $2.66, and for calendar year 2025, expectations are for $42.6 billion in revenue and an EPS of $11.32.
Qualcomm's recent guidance was robust, indicating positive trends in the flagship segment of the China market, which is expected to benefit from new models and an increase in the selling price attributed to its new Snapdragon 8 Elite. The company's mobile business is projected to expand within a generally stable unit market, primarily due to its significant presence in the premium sector.
The firm acknowledges Qualcomm's impressive revenue and margins which resulted in earnings surpassing the consensus. This led to an increase in the company's revenue and earnings forecasts. Analysts believe that the company's performance in IOT and Autos will draw investor attention back to the long-term prospects of market diversification that Qualcomm is expected to detail at its forthcoming investor day.
Note:
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摩根士丹利分析師Joseph Moore維持$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:
在9月季度,高通受益於增強內容,高端手機市場穩健擴大,以及庫存動態正常化。評估表明,在公司報告後,預測仍然相對穩定。三月季度的營業收入預測爲103億美元,每股收益爲2.66美元,而2025年日曆年,預計營收426億美元,每股收益爲11.32美元。
高通最近的指引強勁,表明中國市場旗艦手機領域的積極趨勢,預計將受益於新型號和因其新的驍龍8精英而提高的售價。該公司的移動業務預計將在總體穩定的單位市場中擴張,主要是因爲其在高端板塊擁有顯著的市場份額。
該公司承認高通令人印象深刻的營收和利潤率,導致收益超過共識。這導致公司的營收和盈利預測增加。分析師認爲,公司在物聯網和汽車領域的表現將重新引起投資者對高通長期市場多元化前景的關注,預計高通將在即將召開的投資者日公佈詳細信息。
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