QUALCOMM Incorporated (NASDAQ:QCOM) shares are trading lower on Wednesday. KeyBanc Capital Markets analyst John Vinh maintained the Overweight rating and $225 price target due to its edge AI positioning in smartphones and PCs and expanding auto sector presence. The analyst had an investor call with QCOM management, who highlighted key points, including the expectation that Samsung Electronics Co., Ltd. (OTC:SSNLF) GS25’s market share will be 70-75% in the first quarter (December), with potential upside if final allocations change. The analyst says that this could be an upside opportunity if QCOM’s share on the GS25 turns out to be higher. Also, Vinh writes that management did not update or discuss its share expectations for the iPhone 17 or SE4 for 2025, reaffirming only the 20% share outlook for 2026. Management’s high confidence in SnapDragon 8 Gen 4, anticipated to drive ...