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Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
Key takeaways
- Qualcomm’s 22x P/E discount to NVIDIA (NVDA) and Advanced Micro Devices (AMD) could compress if its data center pivot gains traction, making it a credible AI story worth monitoring ahead of the June investor day.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Qualcomm wasn t one of them.
- Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140.
Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot David Moadel Fri, May 8, 2026 at 10:39 PM GMT+7 3 min read QCOM NVDA ARM INTC AMD Quick Read Daiwa upgraded Qualcomm (QCOM) stock to Outperform from Neutral with an $85 price target increase to $225, citing a strategic shift toward AI infrastructure and data center silicon.
Qualcomm’s 22x P/E discount to NVIDIA (NVDA) and Advanced Micro Devices (AMD) could compress if its data center pivot gains traction, making it a credible AI story worth monitoring ahead of the June investor day.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Qualcomm wasn t one of them. Get them here FREE.
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