QUALCOMM Incorporated (QCOM) stock score and earnings-call analysis

Qualcomm develops wireless communications and computing semiconductors and licenses cellular technology patents. Snapdragon platforms power smartphones and extend into PCs, vehicles, networking, and industrial devices, while its modem, radio-frequency, and connectivity products enable mobile communications. Its two major economic engines are chip sales and licensing royalties tied to intellectual property used in cellular devices.

QUALCOMM Incorporated (QCOM) has a MarketKingdoms composite score of 63.0 (B-), an B-range rating. It ranks 1023rd of 1,866 covered companies, 134th of 176 in Technology (sector average 67.1) and 19th of 20 in Semiconductors. Scores as of 2026-10-26.

Its strongest lenses are Industry opportunity at 91 (Technology average 88) and Catalyst watch at 79 (Technology average 76). Its weakest lenses are Expansion (growth) at 16 (sector average 51) and Trend (momentum) at 53 (sector average 50).

Lens scores

QCOM lens scores (0–100) against its sector and industry
LensTypeQCOMTechnology averageSemiconductors averagePercentile in sector
Industry opportunityResearch signal91889175th
Stock selectionResearch signal76828414th
KPI momentumResearch signal6484866th
Catalyst watchResearch signal79767966th
Price (valuation)Fundamental lens69504579th
Expansion (growth)Fundamental lens1651685th
Quality (profitability)Fundamental lens66505778th
Trend (momentum)Fundamental lens53505760th

Latest earnings call

The most recent call analysed was held on 2026-07-29 (fiscal 2026 Q3). After it the composite moved from 82.4 to 83.0. MarketKingdoms checks what management promised on each call against what it later delivered.

Recent score changes after earnings events

The composite at the time of each event; today's composite is 63.0.

Valuation and risk

The stock's valuation gap is +31.9%: its price is well above the path its market, sector and industry moves explain (the model reads it as strongly overvalued versus that path). Factor sensitivity: market beta 1.74, sector beta -0.16, industry beta 0.42; the factor model explains 38% of its moves (R²).

Semiconductors peers

CompanyCompositeGradeValuation gap
Micron Technology Inc. (MU)85.5A-7.1%
NVIDIA Corporation (NVDA)77.3A--8.2%
Astera Labs Inc. (ALAB)76.4A--13.4%
Texas Instruments Incorporated (TXN)75.7B+-9.3%
Analog Devices Inc. (ADI)75.1B++0.1%
Silicon Motion Technology Corporation (SIMO)74.4B+-13.0%
Advanced Micro Devices Inc. (AMD)73.8B++10.1%
MaxLinear Inc. (MXL)73.7B+-39.4%

Near QCOM in the overall ranking

QUALCOMM Incorporated financial statements · Technology sector ranking · Semiconductors industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.