Is QCOM's EPS momentum sustainable beyond 2025?

**Qualcomm's EPS momentum is poised for sustainability beyond 2025**, considering the following factors:

1. **Consistent Financial Performance**: Qualcomm has demonstrated robust financial performance, with an EPS of $2.83 for Q1 2025. The company's revenue growth and profitability are bolstered by its strategic diversification into automotive chips, edge computing, and AI-driven processors.

|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|QCOM|QCOM.O|Qualcomm|2024 Q2|35.526315789473685|2.06|185|
|QCOM|QCOM.O|Qualcomm|2024 Q3|17.49999999999999|1.88|185|
|QCOM|QCOM.O|Qualcomm|2025 Q1|15.040650406504069|2.83|185|

2. **Strategic Market Moves and Investor Confidence**: Qualcomm's strategic shifts, such as its push into AI and 5G technologies, have garnered investor confidence and driven stock momentum. The company's anticipated benefits from China's economic stimulus package and its leadership in 5G and IoT markets are expected to fuel further growth.
3. **Industry Growth Prospects**: The semiconductor industry is on an upward trajectory, with projections of reaching $1 trillion in sales by 2030. Qualcomm's positioning in high-growth areas like AI, IoT, and automotive technologies positions it well for sustained EPS momentum.
4. **Dividend Increase and Shareholder Returns**: Qualcomm's recent dividend increase reflects the company's commitment to returning capital to shareholders, which can enhance investor confidence and support stock prices, indirectly benefiting EPS momentum.
5. **Technical Indicators and Institutional Interest**: The stock's technical momentum and institutional interest, as indicated by its recent trading above key support levels and the coiling pattern suggesting a potential breakout, suggest a positive outlook that could sustain EPS momentum.
6. **Legal and Regulatory Environment**: Qualcomm's accusations against Arm Holdings may create short-term volatility but are unlikely to significantly impact the company's long-term EPS momentum, given the company's diversified revenue streams and market position.

In conclusion, while short-term fluctuations are inevitable, Qualcomm's strong financials, strategic positioning, and industry growth prospects strongly suggest that the company's EPS momentum will be sustainable beyond 2025.