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BA Beutel Goodman U.S. Value Fund's investment thesis on Qualcomm ($QCOM) — Q1 2026 | Buyside Digest

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$QCOMNASDAQQualcomm

BULL

BA Beutel Goodman U.S. Value Fund—QCOM

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$161.15USD

-4.5% vs last month

$126.80Pitched

+27.1% since pitch

Market Cap$169.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

While Qualcomm's near-term outlook is impacted by temporary handset market weakness, its automotive and IoT segments show robust growth. The company's data...

— Glenn Fortin and Rui Cardoso

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What other investors think about $QCOM, and what else BA Beutel Goodman U.S. Value Fund is buying.

Other pitches on $QCOM

Other investors who've written on Qualcomm

Rijnberk Invest InsightsBULL

Pitched Jul 4, 2026

The bullish thesis is supported by multiple pillars: 1) In smartphones, revenue is growing through rising average selling prices (ASPs) and on-device AI complexity, despite flat unit volumes. 2) The automotive...

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