--- title: "QCOM Qualcomm" canonical: "https://supercyclehq.com/stock/qualcomm" type: "stock" dataAsOf: "2026-11-06" ticker: "QCOM" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Qualcomm (QCOM) Qualcomm is a leading mobile chip designer. ## AI Exposure Score **45/100, Growing.** Sells Snapdragon processors with NPUs that run AI on smartphones, PCs, and cars, plus patent licensing royalties. The on-device AI upgrade cycle is a key part of the thesis, though handset demand still dominates revenue. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $165.41 | | Change 1d | +5.52% | | Change 7d | +0.38% | | Change 30d | -6.02% | | Change 1y | -1.19% | | 52-week high | $248.74 | | 52-week low | $122.94 | | Market cap | $177.0B | | P/E | 13.02 | | EPS | $12.70 | | Next earnings | 2027-02-03 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | San Diego, California | | CEO | Cristiano Renno Amon | | Employees | 57,000 | | Website | https://www.qualcomm.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors) | ## What the company does Qualcomm is a leading mobile chip designer. It earns revenue selling Snapdragon processors for smartphones, PCs, and cars, plus patent licensing royalties on wireless technology used across the industry. On-device AI is its current push. Snapdragon X Elite brings AI PCs to market, the Qualcomm AI Engine runs models directly on phones through dedicated NPUs, the Qualcomm AI Hub gives developers optimized models for its chips, and Cloud AI 100 serves inference in data centers. Founded in 1985 and headquartered in San Diego, California, Qualcomm trades on the NASDAQ and employs about 52,000 people under CEO Cristiano Amon. ## Role in the AI buildout Qualcomm sits in the Semiconductors layer, championing the edge side of the buildout: AI that runs on the device instead of the data center. Its NPU-equipped Snapdragon chips put AI into smartphones, PCs, and cars, and an on-device AI upgrade cycle is a key part of its thesis. Handset demand still dominates revenue, which tempers the exposure. Supercycle scores it 45 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $347.9M | 3.54% | new | 2026-06-30 | | [Andreas Halvorsen](https://supercyclehq.com/investors/andreas-halvorsen) | Viking Global | $279.8M | 0.80% | new | 2026-06-30 | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $256.4M | 0.53% | unchanged | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $46.2M | 0.62% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $30.0M | 0.12% | trimmed | 2026-06-30 | ## Recent news - [There's a 'disconnect' between the market, rate of AI build-out: Qualcomm CEO](https://finance.yahoo.com/video/theres-a-disconnect-between-the-market-rate-of-ai-build-out-qualcomm-ceo-153628313.html?.tsrc=rss) (source, 2026-11-06) - [Qualcomm CEO: Its Data Center Ramp Is “All Supply Bound,” Not Demand Bound](https://www.tikr.com/blog/qualcomm-ceo-its-data-center-ramp-is-all-supply-bound-not-demand-bound?ref=yahoofinance&tlnk=yf-261106-qh2fx6f3&.tsrc=rss) (source, 2026-11-06) - [Qualcomm Rises 5% on Alphabet’s $548 Million Stake as CEO Sees a “Disconnect” on AI](https://www.tikr.com/blog/qualcomm-rises-5-on-alphabets-548-million-stake-as-ceo-sees-a-disconnect-on-ai?ref=yahoofinance&tlnk=yf-261106-3hf3776h&.tsrc=rss) (source, 2026-11-06) - [Qualcomm Faces Worst Day Since 2020 as Chips Crater](https://finance.yahoo.com/technology/articles/qualcomm-faces-worst-day-since-181632192.html?.tsrc=rss) (source, 2026-11-06) - [What Does QUALCOMM (QCOM) Winning A Nationwide 5G Buildout Mean For Investors?](https://finance.yahoo.com/technology/articles/does-qualcomm-qcom-winning-nationwide-181422645.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Qualcomm do? Qualcomm designs Snapdragon processors for smartphones, PCs, and cars, and licenses its wireless patents across the industry. Chip sales and licensing royalties are its two revenue engines. ### How is Qualcomm exposed to AI? Through on-device AI. Its Snapdragon chips carry NPUs that run AI models directly on phones, PCs, and cars, making an AI upgrade cycle central to the thesis. Supercycle rates its AI Exposure Score at 45 out of 100. ### What are Qualcomm's main AI products? Snapdragon X Elite for AI PCs, the Qualcomm AI Engine that runs models on-device, the Qualcomm AI Hub with optimized models for developers, and Cloud AI 100 for data center inference. ### Is QCOM a pure play AI stock? No. Handset demand still dominates its revenue, with on-device AI as the growth kicker. An AI Exposure Score of 45 out of 100 marks it as meaningfully but not purely exposed. ### Where is Qualcomm based and who leads it? Qualcomm is headquartered in San Diego, California, and led by CEO Cristiano Amon. Founded in 1985, the company employs about 52,000 people and its shares trade on the NASDAQ. --- Source: https://supercyclehq.com/stock/qualcomm. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.