QUALCOMM (NASDAQ:QCOM) Trading Up 1.6% – Here’s What Happened

QUALCOMM Incorporated (NASDAQ:QCOM) shares shot up 1.6% during trading on Friday . The stock traded as high as $141.48 and last traded at $140.70. 12,987,213 shares were traded during trading, an increase of 19% from the average session volume of 10,924,219 shares. The stock had previously closed at $138.47.

Key QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on QCOM shares. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $200.00 price objective on shares of QUALCOMM in a research report on Monday, February 2nd. Rosenblatt Securities lowered their price target on shares of QUALCOMM from $225.00 to $190.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Wells Fargo & Company decreased their target price on QUALCOMM from $165.00 to $135.00 and set an “underweight” rating on the stock in a research report on Thursday, February 5th. Royal Bank Of Canada lowered their price target on shares of QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 5th. Finally, Piper Sandler reiterated an “overweight” rating and set a $200.00 price target on shares of QUALCOMM in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $164.67.

QUALCOMM Stock Performance

The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The company has a 50 day moving average price of $164.55 and a 200 day moving average price of $164.38. The company has a market capitalization of $150.13 billion, a PE ratio of 29.07, a PEG ratio of 6.99 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last released its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.QUALCOMM’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter last year, the business posted $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.5%. QUALCOMM’s payout ratio is 73.55%.

Insiders Place Their Bets

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the transaction, the executive vice president owned 35,599 shares in the company, valued at $4,900,202.35. This trade represents a 8.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president directly owned 23,944 shares in the company, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 46,217 shares of company stock worth $7,901,275. Company insiders own 0.05% of the company’s stock.

Institutional Investors Weigh In On QUALCOMM

Several hedge funds have recently bought and sold shares of the business. Brighton Jones LLC raised its position in QUALCOMM by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of QUALCOMM by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after purchasing an additional 340 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of QUALCOMM by 44.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after purchasing an additional 1,020 shares during the last quarter. Ritholtz Wealth Management boosted its holdings in QUALCOMM by 7.6% in the second quarter. Ritholtz Wealth Management now owns 22,067 shares of the wireless technology company’s stock worth $3,514,000 after purchasing an additional 1,560 shares in the last quarter. Finally, Rosenberg Matthew Hamilton increased its position in QUALCOMM by 6.3% during the second quarter. Rosenberg Matthew Hamilton now owns 1,766 shares of the wireless technology company’s stock worth $281,000 after buying an additional 104 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

About QUALCOMM

QUALCOMM Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.