Qualcom Will Likely Continue To Run 高通继续上扬的机会大

Qualcom (QCOM 78.36)


。Apple and Qualcom agree to settle all litigations worldwide. Analyst covering the chipmaker universally applauded the settlement, which Qualcomm said will add $2.00 of incremental earnings per share to its 2020 financial results, and at least three brokers upgraded their ratings on the stock.
JP Morgan: Overweight, target 88,  Stifel:Buy, target 100, Cowen:Outperform, target 91.

。Cowen analyst Mathew Ramsy: The agreement “removes a massive overhang on Qualcomm shares” , adding that after Tuesday’s 23 percent rally, shares remain undervalued. Cowen sees significant value entering a period of 5G volume shipments with $2.00 of incremental EPS now expected that doesn’t include Huawei, and a run rate of $7.00 earnings per share in 2021, which should help the stock outperform.

。Forward PE 16.2.

。Technical: QCOM surged above 10 year high on huge volume provides tremendous upward momentum. Pull back likely be shallow. Support is 75, resistance 91 (1.618 fibonacci extension).

。QCOM may rally towards earning on May 1 and US-China trade settle should also be big push for the stock.

高通 (QCOM 78.36)

。Apple和Qualcom同意解决全球所有诉讼。覆盖该芯片制造商的分析师普遍赞同该和解协议，高通公司表示将在其2020年财务业绩中增加每股2.00美元的增量收益，并且至少有三家经纪商提升了对QCOM的评级。摩根大通：增持，目标88，Stifel：买入，目标100，Cowen：跑赢大盘，目标91。

。Cowen分析师Mathew Ramsy：该协议“消除了对高通股票的巨大负面阴霾”，并补充称，在周二23％的反弹后，股价仍被低估。Cowen认为进入5G大量出货有重要价值，现在预计增量每股盈利2.00美元，不包括华为，2021年每股盈利将达到7.00美元，这将有助于该股跑赢大盘。

。前导PE 16.2。

。技术上看好：QCOM飙升至10年以来的巨大成交量，提供了巨大的上行动力。拉回幅度可能会很浅。支持是75，阻力91（1.618斐波纳契延伸）。

。QCOM可能会在5月1日财报前继续上升，而中美贸易协议将对QCOM会有大帮助。