He still has an overweight rating on the stock, along with a $215 target price. Cantor Fitzgerald analyst C.J. Muse further unpacked what might be nagging at investors. Qualcomm has a plan to gain ...

Qualcomm's recent underperformance seems to be temporary; strong financials and valuation provide a margin of safety and excellent upside for future business expansion. Read more here.

also gaining share away from Qualcomm. The biggest surprise to us is that the report also mentioned some share loss for Qorvo, and we observed Qorvo’s stock fall 5% upon the news. The report ...