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QCOM vs TER
Which Stock Would AI Choose? Qualcomm Incorporated (QCOM) vs. Teradyne (TER) Stock Comparison
Key Takeaways
- QCOM shares have surged in recent market activity on AI wins and a $20 billion buyback, boosting momentum amid semiconductor sector volatility.
- TER delivered strong Q1 results with 87% YoY revenue growth driven by AI demand, leading to analyst upgrades and YTD gains exceeding 84%.
- TER outperforms QCOM in recent relative performance, with superior YTD returns, though trading at a higher P/E ratio (66x vs. 20x).
- Both stocks benefit from AI tailwinds, but TER's test equipment focus positions it for sustained semiconductor complexity growth.
- Market caps differ significantly: QCOM at ~$197B vs. TER at ~$56B, reflecting scale in chip design vs. specialized testing.
- Tickeron's AI bots highlight TER in trending semiconductor strategies, signaling short-term algorithmic interest.
Introduction
Qualcomm Incorporated (QCOM) and Teradyne (TER) represent key players in the semiconductor ecosystem, with QCOM focusing on chip design and wireless technologies, and TER on automated test equipment (ATE). This stock comparison analyzes their recent performance, growth drivers, and market positioning amid AI-driven demand and sector shifts. Traders seeking momentum in semiconductors and investors eyeing long-term AI infrastructure exposure will find insights into relative strengths, valuations, and sentiment in the current environment.
QCOM Overview and Recent Performance
Qualcomm Incorporated (QCOM) is a fabless semiconductor leader, designing Snapdragon processors, 5G modems, and AI-enabled chips for mobile, automotive, and IoT applications. Its dual model combines chip sales via Qualcomm CDMA Technologies (QCT) with high-margin IP licensing through Qualcomm Technology Licensing (QTL).
In recent weeks, QCOM shares have shown strong upward momentum, rising over 10% in a single session following a hyperscaler AI contract win and a $20 billion share buyback announcement. Year-to-date performance stands at approximately 10%, with the stock trading around $199, a P/E ratio (price-to-earnings) of 20x, and market cap near $197 billion. Sentiment has improved on AI diversification beyond handsets, automotive growth, and analyst upgrades, though handset market softness poses risks. Trading volume spiked amid broader chip sector recovery.
TER Overview and Recent Performance
Teradyne, Inc. (TER) specializes in automated test equipment (ATE) for semiconductors, system-level testing, and industrial robotics, serving clients like Intel and Qualcomm in consumer electronics, automotive, and computing sectors.
Recent market activity has propelled TER higher, with shares up 5.8% in a recent session to around $357, reflecting YTD gains over 84% and a 1-year return exceeding 375%. Q1 revenue hit $1.28 billion, up 87% YoY, fueled by AI-related demand comprising 70% of sales, alongside non-GAAP EPS of $2.56. Analyst upgrades from firms like Goldman Sachs (PT $350) and JPMorgan (Overweight, PT $400) have lifted sentiment, despite a premium P/E of 66x and $56 billion market cap. Post-earnings dips created buying opportunities amid robust EPS estimate revisions.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the top 25 performers from over 350 AI trading bots scanning thousands of tickers across stocks, ETFs, and crypto. These bots employ AI/ML for real-time signals, with standout stats like annualized returns up to +169%, win rates of 51-88%, and profit factors to 11.7. Strategies vary by timeframe (5min to 60min), style (trend, corridor TP/SL), and focus, including semiconductors trading TER alongside LRCX and ASML (+95% return, 63% win rate). Diverse bots suit swing traders to day traders. Explore these curated tools to align with current market conditions and enhance your strategy.
Head-to-Head Comparison
QCOM’s fabless chip design and licensing model contrasts TER’s capital equipment focus on ATE and robotics, tying the latter to chip production ramps. Growth drivers diverge: QCOM leverages AI edge computing and automotive (e.g., Snapdragon), while TER benefits from testing complex AI chips (70% revenue). Recent momentum favors TER (YTD +84% vs. +10%), but QCOM offers scale ($197B cap vs. $56B). Risk factors include QCOM’s handset exposure and TER’s cyclicality. Both share semiconductor/AI sector exposure, with TER showing stronger sentiment via upgrades, though higher valuation signals growth trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors TER due to superior trend consistency, explosive YTD performance, and inclusion in high-return semiconductor bots, alongside catalysts like AI test demand and rising EPS estimates. QCOM trails on relative momentum despite buyback support, positioning TER with higher near-term probability in probabilistic models focused on stability and catalysts.
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 Disclaimers and Limitations.
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 Hold and TER is a Hold.
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 4 FA rating(s) are green whileTER’s FA Score has 2 green FA rating(s).
- QCOM’s FA Score: 4 green, 1 red.
- TER’s FA Score: 2 green, 3 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 5 bullish TA indicator(s).
- QCOM’s TA Score: 5 bullish, 4 bearish.
- TER’s TA Score: 5 bullish, 4 bearish.
Price Growth
QCOM (@Semiconductors) experienced а -8.03% price change this week, while TER (@Electronic Production Equipment) price change was -6.08% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
Reported Earning Dates
QCOM is expected to report earnings on Aug 05, 2026.
TER is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Semiconductors (+4.47% 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 (-0.97% 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 | 212B | 52.9B | 401% |
| EBITDA | 14B | 1.14B | 1,229% |
| Gain YTD | 18.552 | 74.634 | 25% |
| P/E Ratio | 21.67 | 62.69 | 35% |
| Revenue | 44.5B | 3.79B | 1,175% |
| Total Cash | 9.8B | 246M | 3,983% |
| Total Debt | 15.3B | 82.4M | 18,568% |
QCOM | TER | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 43 | 87 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 27 Undervalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 53 | 25 | |
SMR RATING 1..100 | 26 | 34 | |
PRICE GROWTH RATING 1..100 | 8 | 36 | |
P/E GROWTH RATING 1..100 | 19 | 6 | |
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 (27) in the Telecommunications Equipment industry is somewhat better than the same rating for TER (77) 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 (25) in the Electronic Production Equipment industry is in the same range as QCOM (53) in the Telecommunications Equipment industry. This means that TER’s stock grew similarly to QCOM’s over the last 12 months.
QCOM's SMR Rating (26) in the Telecommunications Equipment industry is in the same range as TER (34) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to TER’s over the last 12 months.
QCOM's Price Growth Rating (8) in the Telecommunications Equipment industry is in the same range as TER (36) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to TER’s over the last 12 months.
TER's P/E Growth Rating (6) in the Electronic Production Equipment industry is in the same range as QCOM (19) 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 (%) | 3 days ago 63% | 3 days ago 71% |
| Stochastic ODDS (%) | 3 days ago 67% | 3 days ago 70% |
| Momentum ODDS (%) | 5 days ago 70% | 3 days ago 73% |
| MACD ODDS (%) | N/A | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 67% | 3 days ago 70% |
| Advances ODDS (%) | 7 days ago 64% | 7 days ago 77% |
| Declines ODDS (%) | 14 days ago 72% | 3 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 68% | 3 days ago 78% |
| Aroon ODDS (%) | 3 days ago 67% | 3 days ago 79% |
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QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.70% | ||
| LRCX - QCOM | 80% Closely correlated | -4.82% | ||
| KLAC - QCOM | 78% Closely correlated | -4.68% | ||
| AMKR - QCOM | 76% Closely correlated | -2.41% | ||
| AMAT - QCOM | 74% Closely correlated | -0.89% | ||
| KLIC - QCOM | 74% Closely correlated | -1.97% | ||
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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% | -5.24% | ||
| STM - TER | 74% Closely correlated | -4.61% | ||
| TXN - TER | 72% Closely correlated | -1.77% | ||
| RMBS - TER | 72% Closely correlated | -2.61% | ||
| NXPI - TER | 71% Closely correlated | -0.91% | ||
| ADI - TER | 71% Closely correlated | -2.18% | ||
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