Qualcomm’s recent performance and outlook positions the company as an attractive buy for investors seeking a stable technology stock. This optimism is driven in large part by the company’s emphasis on artificial intelligence and machine learning in advanced driver-assistance systems, personal AI devices, robotics and industrial automation. The following fields are at the frontline of the next wave of technology, and put Qualcomm at the forefront of many of the new trends.
Although this stock seems like a short-term sell, Qualcomm fundamentals are healthy. Moreover, the company has recorded steep expansion of QCT Automotive and IoT revenues in Q3 2025. This not only is a diversification strategy, but it also enables Qualcomm to build the internal capability to succeed in the long-term in the mobile chipsets, outside the traditional business.
Additionally, the active change process of the management will create trust in the investors, particularly in the expected revenue scale of 10.3 to 11.1 billion that is expected to be reached in Q4 2025.
Qualcomm’s solid financial position in wireless communications is supported by strong cash flows and proven best in class technology. While it’s clear that the market has not valued its potential as much as it should have, the company remains one that creates value both as a stable core technology holding and as a generator of innovation in future markets.
Overall, Qualcomm’s move into AI, automotive, and IoT puts it in a very enviable position within the semiconductor space. As these industries become more mature and grow, Qualcomm will see more demand for innovative chips and integrated solutions.
While certain AI stocks may present more potential for growth, Qualcomm continues to be an intelligent choice for those looking for a balance between stability, innovation, and exposure to megatrends that will shape the future of technology.
