Qualcomm Incorporated ($QCOM) Surges on Record Q4 Earnings

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Qualcomm Incorporated ($QCOM) Surges on Record Q4 EarningsQUALCOMM IncorporatedBATS:QCOMDEXWireNewsQualcomm Incorporated (Nasdaq: QCOM) delivered a strong fiscal Q4 2025, posting record results that surpassed Wall Street expectations and reinforced its leadership across mobile, automotive, and IoT markets. The stock, currently trading near $172, remains in a long-term uptrend supported by a clear ascending trendline, with technicals hinting at a potential continuation rally toward the $230 region. For the quarter, Qualcomm reported $11.3 billion in revenue, exceeding its guidance range, and a non-GAAP EPS of $3, also above the high end of expectations. Its QCT (chipmaking) division led the charge, generating $9.8 billion, up 9% sequentially, while the automotive business posted a record $1 billion in quarterly revenue — a 36% year-over-year surge. The IoT segment also expanded by 22%, highlighting diversification beyond smartphones. On a full-year basis, Qualcomm’s fiscal 2025 non-GAAP revenue climbed 13% year-over-year to $44 billion, with QCT contributing $38.4 billion, up 16%. The company achieved a 29% EBT margin, hitting the upper end of guidance, and reported a record $12.8 billion in free cash flow, underscoring operational strength and disciplined capital management. Looking ahead, Qualcomm expects Q1 fiscal 2026 revenue between $11.8 billion and $12.6 billion, with EPS projected at $3.30 to $3.50. QCT revenue is guided between $10.3 billion and $10.9 billion, while licensing (QTL) is expected to deliver $1.4–$1.6 billion. Technically, the chart suggests a bullish retest scenario near $170–$165 before a possible rebound toward $230, aligning with the company’s strong growth outlook. With momentum building in automotive and AI-powered chip demand, Qualcomm is well-positioned for further upside as 2026 begins.