Yes, Roundhill Ball Metaverse ETF (METV) holds QCOM with 3.06% (as of 2026-09-23).

QUALCOMM Incorporated (QCOM) is held by METV (3.06%).

What AI bubble is QCOM in?

QUALCOMM Incorporated (QCOM) is mapped to the AI Compute Accelerators bubble on QuantAbundance. Outlier vs AI-compute cluster (252d corr). Mobile/edge exposure dilutes the capex narrative.

What sector is QCOM in?

QUALCOMM Incorporated is classified under GICS Information Technology (Semiconductors).

What is QCOM's last close price?

QCOM last closed at $194.26 on 2026-09-24.

QCOM

NASDAQNext earnings·Nov 4AnalystsHold·30-0%

QUALCOMM Incorporated

Information Technology · Semiconductors

$194.26last close

$193.86-1.7% · USD · funding +5% apr · trade ↗

+11.9%~252d

Price

+11.93% over 1Y

4 auto-fib

Tese

em 2026-09-23

Bull case

Structural read: handset SoC incumbent with a royalty annuity ($QTL ~70%+ margin) bolted onto a cyclical chip business. Diversification thesis hinges on Auto + PC + IoT replacing Apple modem revenue (in-house C1 modem ramp underway, Qualcomm guides full $AAPL roll-off by 2027 design-ins).

Snapdragon X Elite/Plus is the first credible ARM-on-Windows push; share depends on Microsoft Copilot+ traction vs $INTC Lunar Lake / $AMD Strix.

- Auto QCT revenue compounding ~35%+ YoY off $45B+ design-win pipeline (digital cockpit + Snapdragon Ride ADAS)

- QTL royalty stream priced as annuity - most 5G/6G handsets pay regardless of SoC vendor

- Snapdragon 8 Gen 3/Elite locks premium Android (Samsung Galaxy S series, Xiaomi, OnePlus)

- Edge AI on-device inference (Snapdragon NPU) positions for AI smartphone refresh cycle

- Trades at meaningful discount to semis cohort on forward P/E

Bear case

- $AAPL in-house modem ramp removes ~20% of QCT revenue by FY27 (mgmt-guided)

- Handset TAM mature, premium Android share gains hit ceiling vs MediaTek at low end

- Snapdragon X PC adoption slow - Copilot+ PCs <5% of Q1 PC shipments

- China handset exposure (~60% of QCT) leaves revenue hostage to Huawei resurgence + export controls

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Analyze QCOM· interactive tools

Bubbles· capital-flow co-movement

Conviction· in 7 watchlists

18xFWD PE
16xFWD PE

Top correlated· 252d co-movement

0.60
0.54

Frequently asked questions

Is QCOM in METV?: Yes, Roundhill Ball Metaverse ETF (METV) holds QCOM with 3.06% (as of 2026-09-23).
What ETFs hold QCOM?: QUALCOMM Incorporated (QCOM) is held by METV (3.06%).
What AI bubble is QCOM in?: QUALCOMM Incorporated (QCOM) is mapped to the AI Compute Accelerators bubble on QuantAbundance. Outlier vs AI-compute cluster (252d corr). Mobile/edge exposure dilutes the capex narrative.
What sector is QCOM in?: QUALCOMM Incorporated is classified under GICS Information Technology (Semiconductors).
What is QCOM's last close price?: QCOM last closed at $194.26 on 2026-09-24.

Key levels

$190.96
0.5 retr of 121.99->259.92 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+1.7%
$207.23
0.382 retr of 121.99->259.92 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-6.3%
$174.68
0.618 retr of 121.99->259.92 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+11.2%
$151.51
0.786 retr of 121.99->259.92 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+28.2%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $210.66B
Last update: 2026-09-24

Revenue (TTM)$44.1B

P/E22.6×

P/S4.8×

Net margin21.0%