QCCOM shares rise to the past NVDA with the support of the Gulf analysts – Magic Post

Qualcomm Inc. Nasdak: qcom It has always been a frustrating stock of all of the monitoring and cohesion. The company was firmly included in the semiconductor industry, and it has a busy record in overcoming Wall Street’s expectations constantly, and continues to generate healthy cash flows. However, despite all of this, Qualcomm’s shares are barely positive for this year.

Qualcomm today

157.28 dollars -1.50 (-0.94 %)

As of 09/3/2025 04:00 pm

52 weeks

$ 120.80

▼

$ 182.10

Profit

2.26 %

P/E ratio.

15.17

The target price

182.82 dollars

The bears will argue that this weak performance confirms a long -term narration of lost opportunities and poor death, and they may have a point.

But during the past three weeks, something happened interesting. Qualcomm started in It excels Nvidia Corp Nasdak: nvda SignificantlyThe name of its backwardness for years. Since the first week of August, Qualcomm has gained about 8 %, while NVIDIA has decreased by approximately 5 % during the same period.

While no one suggests that Qualcomm is about to present the four -digit collections that have been treated with NVIDIA investors in recent years, The transformation is noticeable and deserves to be examined. Some questions that come to mind include: What is exactly what this superior performance appears to be, and what leads it, and what does that mean for the arrow’s horizons?

A good -looking diagram for Qualcomm arrow

Starting with the technical procedure, it is clear that during the recent sessions, he played a major role in maintaining the bullish momentum. The shares have increased by more than 10 % since early August, and while Tuesday’s session witnessed a decline alongside the broader market, buyers rose strongly, and took the shares higher.

This style, where any seizures of sale are shown quickly, consistent with the Qualcomm theme a few months ago, as the bulls are ready to interfere mainly in any decline.

This was also the case for NVIDIA earlier in the summer, but the arrow has struggled to continue its acquisition since July. Instead, the last weeks have been distinguished by the technical measures that are currently in Qualcomm – NVIDIA’s shares have begun to put low levels and lower lower levels.

This technical difference alone explains the change in the wealth of both technology giants, but is it fair that investors expect that Qualcomm will continue to acquire if NVIDIA is slipping?

The evaluation discount pays the upcoming upcomm expectations

According to the updated analysts’ updates on Qualcomm, the answer is yes. In July, the difference in Mizuho and Rosenblatt were among many who Repeat their purchase reviewsHighlighting Qualcomm growth horizons.

Recently, there have been new bullish calls such as ARETE Research, which upgraded their classification on stock last week from Hold to Strong Buy. They also set a $ 200 targeted price for Qualcomm at $ 200, indicating a potential increase of 25 % in terms of closing the stock on Tuesday.

It was a consistent topic between the evaluation bulls. Despite the appropriate performance, analysts argue that Qualcomm is trading as if it was in distress while its basics remain healthy. The administration’s focus on the transformation, especially in diversifying revenue flows, was another major driver.

Strategic diversification moves

Their last show at the Deutsche Bank Technology Conference specifically spoke to this point and gave some weight to this story. Qualcomm emphasized that their long -term growth no longer focuses on phones alone, as cars have now appeared as a major pillar, and demand on Adas and Car platforms in the accelerated car.

Industrial companies and the Internet of Things in the company also operate steadily, as leadership indicates progress with a currently ongoing meaning and a clear way to much larger contributions in the coming years. There is a feeling of reinforced confidence that leaks to the stocks that the Qualcomm diversification strategy acquires. Place the stage for the growth of strong revenues During the next seasons.

What do you see from here

The immediate test of Qualcomm is whether it can maintain the last superior performance and uniformity at $ 160 or above it.

This would pave the way for Clean move over $ 165It is a level that was repeatedly resistance during the summer.

NVIDIA’s weakness should also be monitored at the same time.

If the area of ​​the widest semiconductor space will be subjected to sustainable pressure, with the last potential Nafidia of the Canary in the gold mine, it will be very difficult for Qualcomm not to sell it.

But until then, it gives it strong Qualcomm basics, health directives, and the support of increased analysts, a solid basis to maintain the superiority of the industry.

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