Bernstein Dubs Qualcomm the “Rodney Dangerfield” of Semis—But Its Snapdragon X2 Elite Could Rewrite the Rules
Analysts say Qualcomm stock is vastly undervalued. The new Snapdragon chip might spark a major rebound in 2025. Here’s why experts are bullish.
- 26% Upside: Bernstein sets $185 price target for QCOM—26% above current levels.
- 18 Cores, 64GB RAM: The rumored Snapdragon X2 Elite aims for unprecedented power.
- 19.1% Average Upside: Wall Street consensus expects nearly 20% gains for QCOM in 2025.
- 28% Loss: QCOM shares fell 28.25% over the last year—setting the stage for a comeback.
Is Qualcomm (NASDAQ: QCOM) finally ready to claim the respect it deserves? Bernstein Research thinks so—and Wall Street is taking notice. In a surprising move, top analyst Stacy Rasgon christened Qualcomm the “Rodney Dangerfield of semiconductor stocks,” highlighting its overlooked potential amid dramatic market shifts.
Investors wasted no time reacting. On the heels of Bernstein’s bold call, QCOM shares jumped nearly 2% in Tuesday’s trading, signaling renewed confidence.
Q: Why Do Analysts See Huge Upside for Qualcomm Now?
Experts point to a dramatic turnaround for the chipmaker. After battling headwinds from a shrinking smartphone market and losing its prized Apple (NASDAQ: AAPL) contract, many doubted Qualcomm’s future. But recent data, highlighted by CNBC and analyst insights, suggest those fears are fading.
Rasgon’s $185 target implies a 26% upside—far above most semiconductor peers. With a new generation of Snapdragon chips about to launch and competition cooling off, Qualcomm’s set for a blockbuster 2025.
How Will Snapdragon X2 Elite Change the Game?
The rumored Snapdragon X2 Elite packs 18 cores and 64GB RAM, promising to leapfrog rivals. Early tests suggest the chip could revolutionize not just smartphones, but also laptops and PCs—challenging established giants like Intel (intel.com) and AMD (amd.com).
Qualcomm is already running secret trials, and if expectations hold, the X2 Elite could hit consumer markets sooner than anticipated. Industry insiders predict it may even spark a “PC arms race” for advanced AI and edge computing chips.
Q: What Does Wall Street Think About QCOM Right Now?
The mood is shifting rapidly:
– 8 Buys, 8 Holds, 1 Sell from top analysts in the past 90 days.
– Consensus: “Moderate Buy.”
– Average price target: $177.75—a 19.1% upside from current trading.
It’s a dramatic reversal after a tough year where QCOM lost over a quarter of its value. Now, with the smartphone market showing signs of bottoming, the stage is set for a rally.
How to Invest in Qualcomm Now: 2025 Playbook
Thinking about adding QCOM to your portfolio? Here’s how to play it:
1. Watch for Snapdragon X2 Elite news—major launches could trigger explosive moves.
2. Track analyst consensus via sites like TipRanks and MarketWatch.
3. Monitor the broader semiconductor market with NASDAQ and S&P updates.
If the new hardware proves itself, analysts say the stock could rocket past even bullish targets.
Don’t Miss Qualcomm’s Comeback—Get Ready for a Chip Stock Surge in 2025!
Action Checklist:
- Review your chip sector allocations—consider adding QCOM exposure.
- Set price and news alerts for Snapdragon X2 Elite developments.
- Read weekly analyst updates from trusted investment sites.
- Rebalance your portfolio ahead of QCOM’s Q2 and Q3 2025 earnings.
The race for semiconductor dominance is on. Don’t be the investor who gave Qualcomm “no respect”—be ready for what’s next!
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