Sean(@sean_________):JPM catalyst, $QCOM: "we expect the company to outline targets for data center revenues which will include: 1) revenues in excess of $3 bn in FY27, and 2) revenues of $35 bn in FY31"

2026.06.05 10:15

JPM catalyst, $QCOM: "we expect the company to outline targets for data center revenues which will include: 1) revenues in excess of $3 bn in FY27, and 2) revenues of $35 bn in FY31"

Sean@sean_________

2026.06.02 14:06

Cowen on $QCOM: 6/24 catalyst "already has purchase orders in hand across multiple products, including custom ASICs, CPUs, and customer-specific engagements, such as its HUMAIN deal" "Management pointed to a material revenue ramp beginning in the DecQ (F1Q27) and accelerating more meaningfully in fiscal 2027, with the potential to reach a multibillion-dollar scale."