Qualcomm Incorporated $QCOM Stock: Robeco Schweiz AG Boosts Stake

Robeco Schweiz AG raised its position in Qualcomm Incorporated (NASDAQ:QCOM) by 11.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 156,569 shares of the wireless technology company’s stock after buying an additional 16,324 shares during the period. Robeco Schweiz AG’s holdings in Qualcomm were worth $28,815,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd grew its holdings in shares of Qualcomm by 17,000.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 170 shares during the last quarter. ABS Investment Management LLC acquired a new position in shares of Qualcomm in the second quarter valued at approximately $34,000. ABS Direct Equity Fund LLC bought a new position in Qualcomm in the 2nd quarter valued at approximately $34,000. Your Advocates Ltd. LLP bought a new position in Qualcomm in the 1st quarter valued at approximately $26,000. Finally, Burk Holdings LLC raised its holdings in Qualcomm by 191.7% in the 2nd quarter. Burk Holdings LLC now owns 210 shares of the wireless technology company’s stock valued at $39,000 after buying an additional 138 shares during the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently commented on QCOM. TD Cowen lifted their target price on shares of Qualcomm from $175.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, October 19th. Rosenblatt Securities restated a “buy” rating and issued a $235.00 price target on shares of Qualcomm in a research report on Wednesday, September 9th. KeyCorp restated a “sector weight” rating on shares of Qualcomm in a research report on Wednesday, September 9th. Freedom Capital raised shares of Qualcomm from a “hold” rating to a “strong-buy” rating in a research note on Friday, August 7th. Finally, Benchmark dropped their price target on shares of Qualcomm from $300.00 to $270.00 and set a “buy” rating for the company in a research note on Monday, July 27th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, twenty-one have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Qualcomm currently has a consensus rating of “Hold” and an average target price of $205.83.

Qualcomm Trading Up 1.8%

NASDAQ QCOM opened at $175.91 on Friday. The firm has a market capitalization of $187.84 billion, a PE ratio of 20.36, a price-to-earnings-growth ratio of 3.96 and a beta of 1.65. The business’s 50-day moving average price is $176.17 and its two-hundred day moving average price is $181.00. The company has a current ratio of 2.02, a quick ratio of 1.28 and a debt-to-equity ratio of 0.46. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $259.92.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.23 by ($0.02). The company had revenue of $9.95 billion for the quarter, compared to the consensus estimate of $9.69 billion. Qualcomm had a return on equity of 38.36% and a net margin of 21.01%. Qualcomm’s revenue was down 4.0% compared to the same quarter last year. During the same quarter last year, the business earned $2.77 earnings per share. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. On average, analysts expect that Qualcomm Incorporated will post 7.71 EPS for the current year.

Qualcomm Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Shareholders of record on Thursday, December 3rd will be given a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, December 3rd. Qualcomm’s dividend payout ratio is currently 42.59%.

Insider Buying and Selling at Qualcomm

In other Qualcomm news, CAO Patricia Grech sold 208 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $170.00, for a total transaction of $35,360.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano Amon sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $200.00, for a total transaction of $2,000,000.00. Following the completion of the transaction, the chief executive officer owned 177,568 shares in the company, valued at $35,513,600. This trade represents a 5.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 33,458 shares of company stock worth $6,198,144. Company insiders own 0.05% of the company’s stock.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: ETFs recorded approximately $141.5 million in net Qualcomm purchases on Tuesday, followed by additional ETF buying reported for October 21. Passive and institutional demand can provide near-term support for QCOM. Qualcomm sees $141.5 million in net ETF buying
• Positive Sentiment: An analyst upgrade and a higher price target of $200 signal improving sentiment and suggest potential upside from current valuation levels. Qualcomm stock jumps on analyst upgrade Qualcomm price target raised to $200
• Positive Sentiment: A bullish investment thesis argues Qualcomm is being undervalued as it builds businesses in automotive, data centers and custom silicon, potentially making it a longer-term artificial-intelligence beneficiary rather than solely a handset-chip company. This chip stock could be a sleeper AI winner
• Positive Sentiment: Qualcomm declared a quarterly dividend of $0.92 per share, or $3.68 annualized, representing an approximately 2.1% yield and reinforcing its shareholder-return appeal. Qualcomm declares quarterly dividend
• Neutral Sentiment: Qualcomm will release fiscal fourth-quarter and full-year 2026 results after the market closes on November 4. The report and guidance are the next major catalysts for the stock. Qualcomm schedules fiscal 2026 earnings release
• Neutral Sentiment: Coverage from 37 analysts highlights substantial investor attention ahead of earnings, while a valuation review says the shares are near fair value after strong long-term gains. Qualcomm schedules November results Qualcomm stock remains near fair value
• Negative Sentiment: Erste Group cut its fiscal 2027 EPS forecast to $7.28 from $7.31, below the broader consensus estimate of $7.71, indicating modest pressure on forward earnings expectations. Qualcomm earnings estimate cut
• Negative Sentiment: Qualcomm’s executive vice president sold approximately $437,650 of company stock, which may weigh modestly on sentiment, although a single insider transaction is not necessarily a change in business outlook. Qualcomm insider selling
• Negative Sentiment: Comparisons with Intel point to Qualcomm’s more uneven revenue trend and recent sequential declines. Reports also describe automotive growth being offset by pressure on handset earnings, keeping smartphone weakness a key risk. Intel versus Qualcomm revenue comparison Qualcomm automotive growth and handset pressure

Qualcomm Company Profile

Qualcomm Incorporated is a technology company that develops and commercializes wireless communications and semiconductor technologies. Through Qualcomm Technologies, Inc, the company designs integrated circuits, system software and related platforms used in smartphones, personal computers, automobiles, industrial equipment, consumer devices and other connected products. Its Snapdragon platforms support mobile computing, connectivity, artificial intelligence and multimedia applications, while its broader portfolio includes radio-frequency systems, networking and edge-computing technologies.

Qualcomm also operates a significant technology-licensing business through its Qualcomm Technology Licensing segment.