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Source document· March 25, 2026

Qualcomm Is Down 24% in 2026 and Just Announced a $20 Billion Buyback. Is That Bullish or a Warning Sign?

View original at nasdaq.com
“Long-term debt is manageable at $14.8 billion, and Qualcomm has generated $12.9 billion in trailing free cash flow.”
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • The memory shortage is impacting Qualcomm's smartphone component sales, which is its core business

    60% confidence
  • Qualcomm may be undervalued at the moment

    60% confidence
  • Qualcomm may be undervalued at the moment

    60% confidence
  • The 10 best stocks for investors to buy now do not include Qualcomm

    60% confidence
  • Stock Advisor's total average return is 913% compared to 185% for the S&P 500

    60% confidence
  • The memory shortage is impacting Qualcomm's smartphone component sales

    60% confidence
  • The Motley Fool Stock Advisor analyst team identified 10 best stocks for investors to buy now and Qualcomm wasn't one of them

    60% confidence
  • Qualcomm's partnership with Apple could end this year, as Apple is developing its own custom-designed modem chips

    60% confidence
  • The buyback may be undervalued at the moment, but I'd personally hold off on investing until seeing more progress in automotive and IoT revenue

    60% confidence
  • Qualcomm was not one of the 10 best stocks for investors to buy now

    60% confidence
  • Stock Advisor's total average return is 913%, a market-crushing outperformance compared to 185% for the S&P 500

    60% confidence
  • I'd personally hold off on investing for now, at least until seeing more progress in automotive and IoT revenue

    60% confidence
  • Would personally hold off on investing in Qualcomm for now, at least until seeing more progress in automotive and IoT revenue

    60% confidence
  • Qualcomm can afford both the buyback and dividend as it has a solid balance sheet with $7.2 billion in cash and $12.9 billion in trailing free cash flow

    60% confidence
  • Qualcomm's partnership with Apple could end this year as Apple develops its own custom-designed modem chips

    60% confidence
  • Qualcomm's partnership with Apple could end this year, as Apple is developing its own custom-designed modem chips

    60% confidence
  • The memory shortage is impacting Qualcomm's smartphone component sales, which is its core business

    60% confidence
  • Qualcomm looks cheap right now, trading at 12 times forward earnings

    60% confidence

Data points we hold from this source

Qualcomm Incorporated · forward pe ratio12 ratio
Qualcomm Incorporated · quarterly dividend0.92 USD
Qualcomm Incorporated · stock return11 percent
Qualcomm Incorporated · total return229 percent
Qualcomm Incorporated · pe ratio forward12 ratio
Qualcomm Incorporated · free cash flow12.9 USD
Qualcomm Incorporated · dividend quarterly0.89 USD
Qualcomm Incorporated · free cash flow12.9 USD
Qualcomm Incorporated · quarterly dividend0.89 USD
Qualcomm Incorporated · debt14.8 USD
Qualcomm Incorporated · cash7.2 USD
Qualcomm Incorporated · iot revenue1.7 USD
Qualcomm Incorporated · automotive revenue1.1 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
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High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
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Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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Qualcomm Is Down 24% in 2026 and Just Announced a $20 Billion Buyback. Is That Bullish or a Warning Sign? — Source | Via News | ViaNews Market