Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise

Benzinga_recent_news

2025/11/11

Meetings with Qualcomm Inc's (NASDAQ:QCOM) CFO Akash Palkhiwala and people from the Investor Relations team indicated that the company's datacenter strategy is focused on solving challenges related to...

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to...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/11/48757903/why-qualcomm-may-be-the-least-expensive-ai-stock-as-datacenter-hopes-rise\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/11/48757903/why-qualcomm-may-be-the-least-expensive-ai-stock-as-datacenter-hopes-rise\">Benzinga_recent_news</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4604","symbol_name":"機器人概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/11/48757903/why-qualcomm-may-be-the-least-expensive-ai-stock-as-datacenter-hopes-rise","article_id":"2582980567","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/10/Timisoara--Romania---April-05--2020-Clos.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/11/48757903/why-qualcomm-may-be-the-least-expensive-ai-stock-as-datacenter-hopes-rise","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582980567","pubTimestamp":1762792500,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"JPMorgan 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datacenter strategy is focused on solving challenges related to power and memory and that datacenter revenues from NPUs (neural processing units) and CPUs (central processing units) could become a \"multi-billion dollar opportunity in a couple of years,\" according to JPMorgan.\nThe Qualcomm Analyst: Analyst Samik Chatterjee reiterated an Overweight rating on the stock.\nThe Qualcomm Thesis: Qualcomm's diversification efforts have continued to show strong results, \"with more than 20% growth CAGR in Automotive and IOT in the last 5-years, the steady proliferation of AI within all end-markets, and an emerging datacenter market opportunity,\" Chatterjee said in the note.\nCheck out other analyst stock ratings.\nQualcomm's expansion into adjacent markets could accelerate the company's growth beyond its historical 5-year CAGR, he added.\nThis suggests that Qualcomm could be \"the least expensive\" AI semiconductor stock for investors, while other AI-related stocks have had a strong run over the last 18 months, the analyst stated.\nAmong the key takeaways from meetings with Qualcomm's management were:\nQCOM Price Action: Qualcomm shares were down 0.57% at $169.91 at the time of publication on Monday, according to Benzinga Pro data.\nRead More: \nPhoto: Remus Rigo/Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}