Shares ntawm Qualcomm Inc (NASDAQ: QCOM) tau nqis ze li ntawm 10% rau hnub Thursday tom qab lub chipmaker txo qis nws cov kev taw qhia rau lub quarter nyiaj txiag tam sim no hais txog kev poob qis hauv kev thov rau smartphones.
Cramer hnov mob rau Qualcomm daim ntawv tshaj tawm nyiaj tau los
Tam sim no multinational pom txog $ 10 nphom hauv cov nyiaj tau los hauv lub quarter no - kwv yees li $ 2.0 nphom luv luv ntawm Txoj Kev kwv yees, raws li kev kwv yees. nyiaj tau los tshaj tawm.
Nws qhov kev pom zoo rau $ 3.0 txog $ 3.30 ntawm EPS hauv Q1 kuj poob txaj muag ntawm $ 3.43 uas cov kws tshaj lij tau kwv yees. Teb rau nws qhov hloov tshiab peb lub hlis twg ntawm CNBC's “Squawk ntawm Txoj Kev”, Jim Cramer hais tias:
Qualcomm tau poob siab heev. Kuv paub tias CEO Cristiano xav tias Internet ntawm Yam thiab Auto yuav cawm tau lawv. Tab sis muaj kev qeeb qeeb hauv txhua yam. [Kev taw qhia] yog kev phem.
Lub tuam txhab semiconductor kwv yees txog li $ 8.3 nphom hauv QCT muag piv rau cov kws tshuaj ntsuam ntawm $ 10.42 billion.
Cramer tau muag Qualcomm Tshuag
Thaum txog 9 lub sij hawm rau pem hauv ntej, Cramer pom zoo cov khoom lag luam pheej yig tab sis ceeb toom tias nws tsis yog ib puag ncig los ua tus tswv cov khoom lag luam nti.
Peb tau muag Qualcomm, muag qee lub lim tiam no rau Charitable Trust vim peb tsuas yog xav tias tag nrho cov semis yog phem. Qualcomm ntseeg tias nws yog ob peb lub hlis twg cov khoom lag luam glut. Tab sis ob peb lub hlis twg yog qhov deb heev.
Kev sib tw los ntawm cov nyiam Apple thiab Samsung yog qhov tseem ceeb headwind rau Qualcomm Inc. ib yam nkaus. Nws kuj tseem dovish ntawm cov khoom lag luam tom qab US Federal Reserve tau hais tias cov nqi yuav tsum tau nce siab dua li qhov kev xav tau yav dhau los thiab tias nws "yuav ntxov heev" xav txog kev ncua tsis tau. (nrhiav ntxiv)
Qhov ntawd qhia qhov mob ntxiv rau yav tom ntej tech stocks.
Cramer dubs Tuam Tshoj ib qho tseem ceeb headwind
Tom qab ntawd, tau kawg, muaj Tuam Tshoj.
Raws li Cramer, qhov ntawd ua rau txhua yam nyuaj dua - yog vim li ntawd US txwv ntawm kev lag luam nrog Tuam Tshoj txij li Qualcomm yog cov khoom lag luam tseem ceeb rau ntau lub tuam txhab hauv Suav teb; los yog Tuam Tshoj txoj cai tsis zoo-COVID txoj cai uas txuas ntxiv ua rau muaj txiaj ntsig kev thov, suav nrog rau cov xov tooj smartphones.
Txoj cai ntawm Tuam Tshoj tsuas yog tsis tsim nyog rau cov nyiaj tau los surprises. Tuam Tshoj yog qhov tsis muaj zog rau Qualcomm.
Rau xyoo, Qualcomm Tshuag tam sim no poob txog 45%.