Proactive Investors
25 Jun 2026, 19:38 UTC · 2h ago
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Qualcomm significantly raised its fiscal 2029 non-handset revenue target to $40 billion from a previous goal of $22 billion. — A near-doubling of long-term diversified revenue targets signals a major shift in the company's growth profile away from smartphone dependency.
+0.80Qualcomm projected fiscal 2029 adjusted earnings per share above $18, exceeding Wall Street expectations of $14 to $15. — Directly positive guidance on bottom-line profitability that beats consensus typically drives immediate share price appreciation.
+0.70Meta Platforms will become a customer for Qualcomm's CPU products. — Securing a high-profile hyperscaler like Meta validates Qualcomm's competitiveness against established AI and CPU incumbents.
+0.60Continue reading
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Qualcomm increased its fiscal 2029 automotive revenue target to over $10 billion and grew its design-win pipeline to approximately $65 billion. — Strong pipeline growth in the automotive sector provides a reliable secondary growth engine and reduces concentration risk.
+0.50Bank of America maintained an 'Underperform' rating due to execution risks regarding custom silicon ramps and Apple licensing uncertainty. — Expert caution regarding the ability to execute on these targets and key relationship risks acts as a hedge against the bullish guidance.
-0.30Which stocks this story touches
The company raised long-term revenue and earnings targets, leading to a nearly 6% jump in share price.
Mentioned as a customer for Qualcomm's CPU products, indicating an expansion of its infrastructure options.
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