Zacks.com features Qualcomm Technologies Inc., Advanced Micro Devices, Inc., Intel Corp., and NVIDIA Corp. in its Analyst Blog. Qualcomm and AMD are competing in mobile, PC, and data center markets, emphasizing AI and advanced chip tech. Qualcomm focuses on wireless communication, while AMD has expanded into enterprise markets with its proprietary CPU and GPU architectures.

Both Qualcomm and AMD are advancing their semiconductor portfolios to capitalize on AI proliferation in various applications. Qualcomm focuses on mobile chipsets and AI PCs, while AMD strengthens its position in the AI space with new accelerator families and EPYC processors. However, Qualcomm faces tough competition from Intel and Samsung, while AMD competes with Intel and NVIDIA in the GPU market.

The Zacks Consensus Estimate predicts Qualcomm’s fiscal 2026 sales to grow by 2.7% and EPS by 1%, while AMD’s 2025 sales may increase by 31.6% and EPS by 19.6%. Qualcomm’s stock has grown 0.6% in the past year, while AMD’s surged 84.2%. Qualcomm trades at a lower forward P/E ratio of 13.46, compared to AMD’s 34.67.

Both Qualcomm and AMD hold a Zacks Rank #3 (Hold). Qualcomm seems more attractive due to its VGM Score of A, steady revenue, and EPS growth. AMD has better price performance but faces tough competition in the computing and GPU markets. Qualcomm’s strategic focus on AI and connected processors positions it as a better investment option currently.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Qualcomm Technologies, Advanced Micro Devices, Intel and NVIDIA