Advertisement
QCOM vs TXN
QCOM vs TXN Stock Comparison: Earnings Recap + Recent Results and Growth Momentum
Key Takeaways
- Qualcomm (QCOM) reported record Q1 FY2026 revenues of $12.3 billion, up 5% YoY, with non-GAAP EPS of $3.50, beating estimates.
- Texas Instruments (TXN) delivered Q4 2025 revenue of $4.4 billion, up 10% YoY, though EPS of $1.27 missed slightly due to one-time charges.
- QCOM's automotive segment hit a record $1.1 billion, up 15% YoY, signaling strong diversification.
- TXN highlighted 70% YoY growth in data center sales, now 9% of revenue, driven by AI demand.
- Both firms show resilience in analog/connectivity for AI, automotive, and industrial markets, with robust cash returns to shareholders.
- QCOM trades at ~29x P/E with 2.4% yield; TXN at ~39x P/E with 2.7% yield, reflecting growth premiums.
Earnings Context and Why This Comparison Matters
Qualcomm (QCOM) and Texas Instruments (TXN) are pivotal in the semiconductor space, with QCOM leading in wireless connectivity, modems, and Snapdragon platforms for mobile, automotive, and edge AI, while TXN dominates analog and embedded processing for industrial, automotive, and power management. Recent earnings underscore their exposure to high-growth areas like AI data centers, software-defined vehicles, and IoT. Comparing them reveals strengths in diversification amid cyclical handset and industrial recoveries, helping investors gauge stability versus expansion potential in a $200B+ combined market cap landscape.
Qualcomm Focus
Qualcomm released its Q1 fiscal 2026 results (quarter ended December 28, 2025), posting record revenues of $12.3 billion, a 5% increase year-over-year. Non-GAAP EPS reached $3.50, surpassing consensus estimates of $3.38, driven by strength across segments. QCT revenues hit $10.6 billion (up 5% YoY), with handsets at $7.8 billion (+3%), IoT at $1.7 billion (+9%), and automotive achieving a milestone $1.1 billion (+15%), the second straight quarter exceeding $1 billion. QTL licensing added $1.6 billion (+4%). GAAP EPS was $2.78. CEO Cristiano Amon highlighted momentum in personal, industrial, and physical AI, recent wins like Volkswagen's long-term Snapdragon deal, and the Alphawave Semi acquisition for data center expansion. Q2 guidance projects revenues of $10.2-11.0 billion and non-GAAP EPS of $2.45-2.65, tempered by handset memory constraints but boosted by automotive growth over 35% YoY.
Texas Instruments Context
Texas Instruments reported Q4 2025 (ended December 31, 2025) revenue of $4.4 billion, up 10% YoY but down 7% sequentially. EPS came in at $1.27, slightly below expectations due to a 6-cent charge, with net income of $1.16 billion. Analog, the core segment, grew 14% YoY to $3.6 billion, while embedded processing rose 8% to $662 million. CEO Haviv Ilan emphasized a market recovery, with industrial up high-teens YoY, automotive upper-single digits, and data center surging 70% YoY to represent 9% of full-year 2025 revenue ($1.5 billion, +64%). Trailing 12-month free cash flow reached $2.9 billion, supporting $6.5 billion returned to shareholders. Q1 2026 outlook: revenue $4.32-4.68 billion, EPS $1.22-1.48, signaling above-seasonal stability.
Head-to-Head Earnings and Market Comparison
Qualcomm's scale ($12.3B quarterly revenue vs. TXN's $4.4B) reflects its mobile dominance, but both posted solid YoY gains amid sector recoveries. QCOM beat EPS estimates with diversified growth (automotive +15%, IoT +9%), while TXN's analog strength (+14%) and data center surge (70%) highlight end-market breadth—industrial, auto, and data center now 75% of revenue. Risks include QCOM's handset exposure (74% of QCT) to supply issues and TXN's inventory dynamics. Sentiment favors QCOM's AI/5G edge and partnerships (e.g., VW, Toyota), versus TXN's steady analog cash generation. Valuation: QCOM ~29x P/E, 2.4% yield; TXN ~39x, 2.7% yield.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots under prevailing market conditions. Tickeron provides hundreds of AI bots scanning thousands of tickers across diverse strategies like momentum, mean reversion, and scalping, with varying timeframes from intraday to long-term. Only the strongest, real-time performers—often showing win rates above 60% and Sharpe ratios exceeding 1.5—are featured, based on backtested and live metrics. These bots adapt to volatility in sectors like semiconductors, helping traders automate decisions on stocks like QCOM and TXN. Explore the curated list to identify bots aligning with your risk profile and market outlook.
Tickeron AI Verdict
Tickeron AI currently favors QCOM with a 65% probability edge over the next 6-12 months, citing superior earnings quality (recent beat, record revenues), trend strength in automotive/AI diversification, and lower forward P/E versus TXN's higher multiple despite solid data center traction. TXN offers stability via cash flow, but QCOM's growth positioning prevails.
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. 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 TXN is a StrongBuy.
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 3 FA rating(s) are green whileTXN’s FA Score has 3 green FA rating(s).
- QCOM’s FA Score: 3 green, 2 red.
- TXN’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 3 TA indicator(s) are bullish while TXN’s TA Score has 4 bullish TA indicator(s).
- QCOM’s TA Score: 3 bullish, 5 bearish.
- TXN’s TA Score: 4 bullish, 4 bearish.
Price Growth
QCOM (@Semiconductors) experienced а -13.66% price change this week, while TXN (@Semiconductors) price change was -6.75% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -7.85%. For the same industry, the average monthly price growth was +10.34%, and the average quarterly price growth was +77.02%.
Reported Earning Dates
QCOM is expected to report earnings on Aug 05, 2026.
TXN is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Semiconductors (-7.85% 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.
| QCOM | TXN | QCOM / TXN | |
| Capitalization | 228B | 259B | 88% |
| EBITDA | 14B | 8.82B | 159% |
| Gain YTD | 27.524 | 66.222 | 42% |
| P/E Ratio | 23.22 | 48.73 | 48% |
| Revenue | 44.5B | 18.4B | 242% |
| Total Cash | 9.8B | 5.1B | 192% |
| Total Debt | 15.3B | 14B | 109% |
QCOM | TXN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 47 Fair valued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 45 | 25 | |
SMR RATING 1..100 | 26 | 31 | |
PRICE GROWTH RATING 1..100 | 9 | 38 | |
P/E GROWTH RATING 1..100 | 18 | 24 | |
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 (47) in the Telecommunications Equipment industry is in the same range as TXN (69) in the Semiconductors industry. This means that QCOM’s stock grew similarly to TXN’s over the last 12 months.
TXN's Profit vs Risk Rating (25) in the Semiconductors industry is in the same range as QCOM (45) in the Telecommunications Equipment industry. This means that TXN’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 TXN (31) in the Semiconductors industry. This means that QCOM’s stock grew similarly to TXN’s over the last 12 months.
QCOM's Price Growth Rating (9) in the Telecommunications Equipment industry is in the same range as TXN (38) in the Semiconductors industry. This means that QCOM’s stock grew similarly to TXN’s over the last 12 months.
QCOM's P/E Growth Rating (18) in the Telecommunications Equipment industry is in the same range as TXN (24) in the Semiconductors industry. This means that QCOM’s stock grew similarly to TXN’s over the last 12 months.
| QCOM | TXN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 66% | 3 days ago 70% |
| Stochastic ODDS (%) | 3 days ago 66% | 3 days ago 62% |
| Momentum ODDS (%) | N/A | 3 days ago 71% |
| MACD ODDS (%) | 3 days ago 75% | 3 days ago 62% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 59% |
| TrendMonth ODDS (%) | 3 days ago 67% | 3 days ago 56% |
| Advances ODDS (%) | 5 days ago 65% | 5 days ago 57% |
| Declines ODDS (%) | 3 days ago 72% | 3 days ago 56% |
| BollingerBands ODDS (%) | 3 days ago 78% | 3 days ago 59% |
| Aroon ODDS (%) | 3 days ago 65% | 3 days ago 48% |
Advertisement
TXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TXN has been closely correlated with MCHP. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then MCHP could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | -6.65% | ||
| MCHP - TXN | 75% Closely correlated | -8.27% | ||
| ADI - TXN | 73% Closely correlated | -6.38% | ||
| MCHPP - TXN | 72% Closely correlated | -7.14% | ||
| LRCX - TXN | 68% Closely correlated | -9.85% | ||
| ENTG - TXN | 67% Closely correlated | -10.34% | ||
More | ||||