QCOM
QUALCOMM Incorporated$180.16Technology · Semiconductors · GPU / ASIC / CPU / 互连芯片 · 端侧 AI / 消费电子 · as of 2026-10-06
估值
PE TTM20.9
PE NTM (混合)17.2
Fwd PE (Yahoo +1y)17.7
PEG NTM–
PEG (Yahoo)0.82
EV/EBITDA16.4
EV/Rev4.5
P/S4.4
FCF yield5.3%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM44.1B
Rev growth (yoy q)-4%
Earnings growth-23%
EPS +1y vs 0y-3%
Gross margin54%
Op margin19%
Net margin21%
FCF / OCF10.2B / 12.4B
Debt / Cash15.3B / 8.3B
Mkt cap / EV192.4B / 196.8B
共识 / 修正
Target mean194.1 (8%)
Rec mean (1=StrongBuy)2.57
SB/B/H/S2/9/23/3
Analysts30
+1y EPS up/down 30d1 / 1
+1y EPS chg 90d-7%
Surprise avg 4q2.4%
Next earnings2026-11-04
FY end2026-09-28
价格 / 情绪
52w high / low259.9 / 122.0
vs 52w high-31%
Ret 1m / 3m7% / -1%
RS vs SPY 1m / 3m5% / -6%
Beta1.65
Short % float4.0%
Div yield2.04%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 2.16 | 2.09–2.24 | -28% | 2.37 | 0/0 | 10.1B | -10% |
| +1q | 2026-12-31 | 2.30 | 2.00–2.95 | -34% | 2.69 | 0/0 | 10.6B | -14% |
| 0y | 2026-09-30 | 10.48 | 9.25–10.61 | -13% | 10.80 | 0/1 | 42.9B | -3% |
| +1y | 2027-09-30 | 10.20 | 8.83–12.24 | -3% | 11.01 | 1/1 | 44.9B | 5% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 3.00 | 2.88 | 4.3% |
| 2025-12-31 | 3.50 | 3.40 | 2.9% |
| 2026-03-31 | 2.65 | 2.56 | 3.3% |
| 2026-06-30 | 2.21 | 2.23 | -0.7% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）