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QCOM vs TER
Which Stock Would AI Choose? Qualcomm (QCOM) vs. Teradyne (TER) Stock Comparison
Key Takeaways
- QCOM and TER both operate in the semiconductor sector but differ in focus, with QCOM emphasizing chip design, licensing, and diversification into data center and automotive, while TER specializes in semiconductor test equipment and robotics.
- Recent market activity shows QCOM navigating handset revenue pressures alongside gains in non-handset segments and AI-related partnerships, contributing to price volatility.
- TER has demonstrated stronger year-to-date momentum driven by AI test demand, with notable quarterly revenue growth and new product launches supporting its positioning.
- Relative performance highlights trade-offs: QCOM offers broader scale and established cash returns, whereas TER exhibits higher valuation multiples tied to growth in complex chip testing.
- Sector exposure to artificial intelligence influences both, though through distinct channels—edge computing and networking for QCOM, production testing for TER.
- Market sentiment reflects ongoing semiconductor cyclicality, with observable catalysts including acquisitions, product innovations, and shifting customer dynamics in recent weeks.
Introduction
Investors and traders often compare semiconductor stocks to assess exposure to artificial intelligence trends, supply chain dynamics, and cyclical demand. QCOM (Qualcomm Incorporated) and TER (Teradyne, Inc.) provide distinct avenues within the sector: one through integrated circuits and intellectual property, the other via testing solutions and automation. This comparison appeals to those evaluating relative momentum, business model resilience, and positioning amid broader technology market shifts.
QCOM Overview and Recent Performance
Qualcomm Incorporated designs and licenses wireless technology, with growing emphasis on automotive, Internet of Things, and data center applications. In recent weeks, the stock has experienced volatility amid handset revenue adjustments and broader semiconductor sector movements. Key developments include partnerships advancing AI optical networking and the ongoing integration of prior acquisitions to bolster generative AI capabilities. Performance reflects a pivot toward non-handset revenues, which management has targeted for accelerated growth, alongside record quarterly automotive results reported earlier in the fiscal year. Sentiment has been shaped by these diversification efforts amid fluctuating memory and supply conditions.
TER Overview and Recent Performance
Teradyne, Inc. provides automated test equipment for semiconductors and systems, along with robotics solutions. Recent market activity has featured strong price gains on select sessions, supported by AI-driven demand in test applications. Developments include new platforms for microLED and data center devices, plus expansion of operations in key regions. The company has reported substantial year-over-year revenue increases in prior quarters tied to complex chip production, contributing to elevated valuation metrics. Sentiment remains influenced by semiconductor capital spending cycles and robotics advancements in recent periods.
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Head-to-Head Comparison
QCOM operates a fabless model combining chip sales with licensing revenue, exposing it to consumer electronics cycles and opportunities in edge AI and automotive. In contrast, TER focuses on capital equipment for testing advanced semiconductors, directly benefiting from production ramps in AI infrastructure. Recent momentum has favored TER on stronger relative returns, while QCOM contends with specific customer share shifts offset by broader diversification. Risk factors differ: QCOM faces handset concentration and competition, whereas TER contends with capital expenditure variability and premium valuations. Sector exposure overlaps in AI but diverges in value chain position, with QCOM emphasizing design and TER enabling manufacturing validation.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI models currently assign higher probabilistic weight to TER. This assessment considers stronger recent momentum tied to AI test catalysts and earnings visibility, alongside stability metrics compared to QCOM’s more mixed handset dynamics. Outcomes remain subject to evolving semiconductor conditions and broader market influences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QCOM is a Buy and TER is a Buy.
| QCOM | TER | QCOM / TER | |
| Capitalization | 190B | 58.1B | 327% |
| EBITDA | 13.5B | 1.49B | 905% |
| Gain YTD | 15.327 | 97.350 | 16% |
| P/E Ratio | 20.31 | 51.03 | 40% |
| Revenue | 44.1B | 4.46B | 988% |
| Total Cash | 8.3B | 355M | 2,339% |
| Total Debt | 15.3B | 100M | 15,300% |
QCOM | TER | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 41 Fair valued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 61 | 28 | |
SMR RATING 1..100 | 31 | 28 | |
PRICE GROWTH RATING 1..100 | 45 | 37 | |
P/E GROWTH RATING 1..100 | 20 | 21 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (41) in the Telecommunications Equipment industry is in the same range as TER (72) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to TER’s over the last 12 months.
TER's Profit vs Risk Rating (28) in the Electronic Production Equipment industry is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that TER’s stock grew somewhat faster than QCOM’s over the last 12 months.
TER's SMR Rating (28) in the Electronic Production Equipment industry is in the same range as QCOM (31) in the Telecommunications Equipment industry. This means that TER’s stock grew similarly to QCOM’s over the last 12 months.
TER's Price Growth Rating (37) in the Electronic Production Equipment industry is in the same range as QCOM (45) in the Telecommunications Equipment industry. This means that TER’s stock grew similarly to QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (20) in the Telecommunications Equipment industry is in the same range as TER (21) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to TER’s over the last 12 months.
| QCOM | TER | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 80% | 5 days ago 75% |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 66% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 78% |
| MACD ODDS (%) | N/A | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 69% | 1 day ago 82% |
| Advances ODDS (%) | 12 days ago 66% | 1 day ago 80% |
| Declines ODDS (%) | N/A | 22 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 74% | 6 days ago 67% |
| Aroon ODDS (%) | 1 day ago 69% | 1 day ago 58% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
QCOM’s FA Score shows that 2 FA rating(s) are green while TER’s FA Score has 3 green FA rating(s).
- QCOM’s FA Score: 2 green, 3 red.
- TER’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
QCOM’s TA Score shows that 5 TA indicator(s) are bullish while TER’s TA Score has 4 bullish TA indicator(s).
- QCOM’s TA Score: 5 bullish, 3 bearish.
- TER’s TA Score: 4 bullish, 6 bearish.
Price Growth
QCOM (@Semiconductors) experienced а +7.82% price change this week, while TER (@Electronic Production Equipment) price change was +15.90% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.23%. For the same industry, the average monthly price growth was +5.72%, and the average quarterly price growth was +58.27%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +10.47%. For the same industry, the average monthly price growth was -3.63%, and the average quarterly price growth was +23.76%.
Reported Earning Dates
QCOM is expected to report earnings on Nov 11, 2026.
TER is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Semiconductors (+11.23% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Production Equipment (+10.47% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
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TER and
Correlation & Price change
A.I.dvisor indicates that over the last year, TER has been closely correlated with LRCX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if TER jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To TER | 1D Price Change % | ||
|---|---|---|---|---|
| TER | 100% | +2.71% | ||
| LRCX - TER | 79% Closely correlated | +4.92% | ||
| ONTO - TER | 74% Closely correlated | +4.76% | ||
| STM - TER | 74% Closely correlated | +2.89% | ||
| FORM - TER | 73% Closely correlated | +0.79% | ||
| NVMI - TER | 73% Closely correlated | +1.88% | ||
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