Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond
1. J.P. Morgan maintains Overweight rating on Qualcomm. 2. Samsung's S25 uses Snapdragon chipsets, gaining market share for Qualcomm. 3. Incremental revenue opportunity of $2 billion expected for Qualcomm. 4. Chatterjee estimates Qualcomm will achieve 100% chipset share in S25. 5. Qualcomm stock increased 13% in the last year.