Qualcomm Incorporated (QCOM) — Quality & forensics
As of 2026-09-18 — refreshed nightly. Closelook readings from an investment research diary, not ratings or advice.
The Closelook module scores
- Valuation 53
- Quality 75
- Growth 25
- Balance sheet 73
- Cash quality 65
- Capital allocation 68
- Momentum 45
Scores are computed nightly across the coverage universe and read relative to it — the methodology lives in the company-scoring explainer.
Financial forensics — the academic screens
Sits in the safe zone (above 2.99). The Z-Score estimates financial-distress risk from five balance-sheet and earnings ratios.
Nine binary fundamental-strength checks across profitability, leverage and operating efficiency.
Screens reported earnings for statistical manipulation patterns — below the −1.78 manipulation-risk threshold. A screen, not an accusation.
Continue: the QCOM chart & overview · QCOM on the tape
FAQ · from the current data · as of 2026-09-18
Quick answers
What is Qualcomm Incorporated's Closelook quality reading?
The composite reads 56/100 across 7 modules, as of 2026-09-18: valuation 53, quality 75, growth 25, balance sheet 73, cash quality 65, capital allocation 68, momentum 45. Closelook scores are research diary readings, not ratings or investment advice.
What is Qualcomm Incorporated's Altman Z-Score?
6.66, which sits in the safe zone (above 2.99) as of 2026-09-18. The Altman Z-Score estimates financial distress risk from five balance-sheet and earnings ratios.
What is Qualcomm Incorporated's Piotroski F-Score?
6 of 9, as of 2026-09-18. The F-Score counts nine binary fundamental-strength signals across profitability, leverage and operating efficiency.
What does Qualcomm Incorporated's Beneish M-Score indicate?
-3.21 — below the −1.78 manipulation-risk threshold, as of 2026-09-18. The M-Score screens reported earnings for statistical manipulation patterns; it is a screen, not an accusation.
Mentioned on Closelook
Where QCOM appears in the diary — 11 pieces, newest first. Every link is our own writing.
Go deeper
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Long reads
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- Agentic Infrastructure Software: The Orchestration Layer
Cloudflare (NET) · Qualcomm (QCOM) · Arm Holdings (ARM) · Fastly · Akamai · Vercel · Lenovo Foundation Model Providers Layer 0 — The Upstream Dependency The upstream dependency for the entire stack.
101 and glossary
- Inference Economics: How the Training-to-Inference Shift Changes Everything
Key Companies NVDA NVIDIA Training dominant, adapting to inference GOOG Google (TPU) Custom inference ASIC — TPU v5 AMZN Amazon (Trainium) Custom inference ASIC — Trainium2 QCOM Qualcomm Edge inference — on-device AI
Dailies
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
- Options Diary — Everything Got More Time, Except the One That Didn’t
A new June 2027 put went on in SKHY; the QCOM short call came off.
- Korea crashes again, Iran strikes — and Advantest raises its year 35%
7.13 / $60.2B), alongside ARM, QCOM, LRCX, VRT and APH.
- SOXX breaks its floor on FOMC day — the sell-off spares only the testers
Then the heaviest AMC of the season: MSFT (est 4.21/$87.6B, +0.5% and green into its own print) and META (7.13/$60.2B, −0.4%), plus ARM (−6.1% into est 0.40/$1.3B), QCOM and LRCX.
- The Opex Handover — Why the AI Trade Is Rotating, Not Rolling Over
The rebalance: trim tactical semis, add consumption infrastructure, edge, and the newly-formalized agentic-CPU sleeve (ARM / AMD / QCOM).
- Semiconductors — The Troops Are Leaving Before the Generals
XSD — top weights (the second tier that drives it): Holding Weight MXL 6.24% ALAB 4.09% AMD 3.74% NVTS 3.62% INTC 3.56% The diluted mega-caps: Holding Weight QCOM 2.78% TXN 2.29% AVGO 1.95% ADI 1.93% NVDA 1.69% XSD constituents, 02…
- Pattern 03 cohort — NVIDIA equity deployments as Rubin Build-Out leading indicator
Total invested $1,300,000 Exit proceeds (3 names: RXRX, APLD, ARM) $871,186 Held value (10 names) $2,623,016 Gross return +168.8% XIRR · money-weighted annualized +113.8% Closer — Q1 2026 earnings call read-through Based on the most…
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