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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 with exposure to artificial intelligence (AI) demand, but TER has delivered substantially stronger year-to-date returns amid robust test equipment orders.
- QCOM focuses on mobile and computing chipsets, including recent price increase announcements tied to supply costs, while TER specializes in semiconductor test systems benefiting directly from AI chip production ramps.
- Recent market activity shows TER experiencing sharp volatility with significant gains followed by pullbacks linked to tariff concerns, whereas QCOM has traded lower from May peaks ahead of its fiscal third-quarter results.
- Both companies are scheduled to report earnings around July 29, 2026, providing near-term catalysts that could influence relative performance and sector sentiment.
- Valuation metrics indicate TER trades at a higher price-to-earnings ratio compared to QCOM, reflecting differing growth expectations and risk profiles in the current environment.
- Sector exposure positions TER as more concentrated in AI infrastructure testing, while QCOM maintains broader diversification across handsets and emerging AI computing platforms.
Introduction
This comparison examines QCOM (Qualcomm Incorporated) and TER (Teradyne, Inc.), two semiconductor-related stocks with distinct roles in the technology supply chain. The analysis highlights differences in business models, recent price behavior, and market positioning amid ongoing AI-driven industry trends. Institutional investors, active traders, and those seeking relative value opportunities within the sector may find this stock comparison useful for evaluating risk-adjusted positioning in a volatile market environment.
QCOM Overview and Recent Performance
Qualcomm Incorporated designs and markets wireless communication technologies and semiconductor products, serving mobile, automotive, and computing markets. In recent weeks, QCOM shares have declined from peaks reached in late May, with the stock trading around the $171 level as of late July 2026. Contributing factors include broader chip sector pressures and reports of planned double-digit price increases for certain products amid rising supply costs. Upcoming fiscal third-quarter earnings, scheduled for release on July 29, 2026, represent a key near-term event that could clarify demand trends across handset and AI-related segments.
TER Overview and Recent Performance
Teradyne, Inc. provides automated test equipment and robotics solutions primarily for semiconductor manufacturers. The company has posted strong revenue growth tied to AI chip testing demand, including record quarterly results earlier in 2026. In recent market activity, TER shares have shown pronounced volatility, including a notable single-day advance exceeding 12% in mid-July followed by subsequent pullbacks linked to tariff-related concerns affecting the broader semiconductor industry. With second-quarter results anticipated on July 29, 2026, investor focus remains on order momentum and AI-related revenue contributions.
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Head-to-Head Comparison
Qualcomm operates with a diversified model centered on chipset design for mobile devices and expanding AI computing platforms, whereas Teradyne concentrates on test equipment essential for validating advanced semiconductors, including those used in AI applications. Growth drivers differ accordingly, with QCOM benefiting from handset cycles and new AI revenue targets, while TER gains from production ramps at memory and logic chipmakers. Recent momentum has favored TER on a year-to-date basis, though at the cost of higher valuation multiples and greater sensitivity to trade policy shifts. Risk factors include supply chain disruptions for both, with QCOM additionally navigating competitive pressures in wireless markets and TER facing cyclical test equipment demand. Sector exposure places both within semiconductors, yet TER offers more direct leverage to AI infrastructure spending compared to QCOM’s broader end-market mix. Market sentiment reflects these contrasts, with analysts highlighting differing earnings growth trajectories ahead of the shared July reporting window.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning within AI supply chains, Tickeron’s AI models currently assign a higher probabilistic preference to TER over QCOM in the near term. This assessment stems from TER’s stronger recent relative performance and concentrated exposure to AI testing demand, though outcomes remain subject to earnings results and broader market conditions.
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 StrongBuy and TER is a Buy.
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 undervalued. 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 whileTER’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 4 TA indicator(s) are bullish while TER’s TA Score has 3 bullish TA indicator(s).
- QCOM’s TA Score: 4 bullish, 4 bearish.
- TER’s TA Score: 3 bullish, 5 bearish.
Price Growth
QCOM (@Semiconductors) experienced а +0.01% price change this week, while TER (@Electronic Production Equipment) price change was -5.95% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -1.30%. For the same industry, the average monthly price growth was -8.00%, and the average quarterly price growth was +44.09%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.71%. For the same industry, the average monthly price growth was -4.58%, and the average quarterly price growth was +44.65%.
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 (-1.30% 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 (-0.71% 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.
| QCOM | TER | QCOM / TER | |
| Capitalization | 171B | 59.3B | 288% |
| EBITDA | 13.5B | 1.49B | 905% |
| Gain YTD | -3.929 | 88.774 | -4% |
| P/E Ratio | 18.59 | 52.14 | 36% |
| 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 | 7 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 36 Fair valued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 34 | |
SMR RATING 1..100 | 30 | 27 | |
PRICE GROWTH RATING 1..100 | 62 | 2 | |
P/E GROWTH RATING 1..100 | 26 | 22 | |
SEASONALITY SCORE 1..100 | 50 | 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 (36) in the Telecommunications Equipment industry is somewhat better than the same rating for TER (70) in the Electronic Production Equipment industry. This means that QCOM’s stock grew somewhat faster than TER’s over the last 12 months.
TER's Profit vs Risk Rating (34) in the Electronic Production Equipment industry is somewhat better than the same rating for QCOM (80) 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 (27) in the Electronic Production Equipment industry is in the same range as QCOM (30) 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 (2) in the Electronic Production Equipment industry is somewhat better than the same rating for QCOM (62) in the Telecommunications Equipment industry. This means that TER’s stock grew somewhat faster than QCOM’s over the last 12 months.
TER's P/E Growth Rating (22) in the Electronic Production Equipment industry is in the same range as QCOM (26) in the Telecommunications Equipment industry. This means that TER’s stock grew similarly to QCOM’s over the last 12 months.
| QCOM | TER | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 70% | N/A |
| Stochastic ODDS (%) | 1 day ago 70% | 5 days ago 67% |
| Momentum ODDS (%) | 1 day ago 80% | 5 days ago 71% |
| MACD ODDS (%) | 1 day ago 56% | 5 days ago 65% |
| TrendWeek ODDS (%) | 1 day ago 64% | 5 days ago 80% |
| TrendMonth ODDS (%) | 1 day ago 70% | 5 days ago 81% |
| Advances ODDS (%) | 5 days ago 65% | 12 days ago 79% |
| Declines ODDS (%) | 12 days ago 74% | 5 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 81% | 5 days ago 74% |
| Aroon ODDS (%) | 1 day ago 67% | N/A |
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TER and
Correlation & Price change
A.I.dvisor indicates that over the last year, TER has been closely correlated with STM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if TER jumps, then STM could also see price increases.
| Ticker / NAME | Correlation To TER | 1D Price Change % | ||
|---|---|---|---|---|
| TER | 100% | -3.75% | ||
| STM - TER | 74% Closely correlated | -3.12% | ||
| LRCX - TER | 73% Closely correlated | -1.59% | ||
| TXN - TER | 72% Closely correlated | -1.97% | ||
| RMBS - TER | 72% Closely correlated | -5.55% | ||
| NXPI - TER | 71% Closely correlated | -2.62% | ||
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