Lighthouse Financial Services Inc. ADV Makes New $3.50 Million Investment in Qualcomm Incorporated $QCOM

Lighthouse Financial Services Inc. ADV bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) during the fourth quarter, HoldingsChannel reports. The firm bought 20,437 shares of the wireless technology company’s stock, valued at approximately $3,496,000.

A number of other large investors also recently bought and sold shares of QCOM. Brighton Jones LLC lifted its holdings in Qualcomm by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after buying an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Qualcomm by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Qualcomm by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after purchasing an additional 1,020 shares during the period. Main Street Financial Solutions LLC raised its position in shares of Qualcomm by 6.1% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock worth $920,000 after purchasing an additional 333 shares during the period. Finally, Transamerica Financial Advisors LLC raised its position in shares of Qualcomm by 9.7% during the 2nd quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock worth $1,083,000 after purchasing an additional 603 shares during the period. Institutional investors own 74.35% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Barclays increased their price target on Qualcomm from $130.00 to $150.00 and gave the stock an “underweight” rating in a research report on Thursday, April 30th. Evercore set a $179.00 target price on Qualcomm in a research report on Thursday, April 30th. Argus set a $220.00 target price on Qualcomm in a research report on Friday, May 1st. Susquehanna raised their target price on Qualcomm from $140.00 to $160.00 and gave the company a “neutral” rating in a research report on Thursday, April 30th. Finally, TD Cowen raised their target price on Qualcomm from $150.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $180.37.

Qualcomm Stock Performance

Shares of NASDAQ QCOM opened at $219.09 on Friday. The stock has a fifty day moving average price of $138.77 and a two-hundred day moving average price of $155.88. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. The firm has a market cap of $230.92 billion, a P/E ratio of 23.81, a PEG ratio of 24.99 and a beta of 1.49. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $228.05.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. The firm had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The firm’s quarterly revenue was down 3.5% on a year-over-year basis. During the same period last year, the company posted $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Research analysts forecast that Qualcomm Incorporated will post 8.02 EPS for the current fiscal year.

Qualcomm Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be paid a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Thursday, June 4th. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. Qualcomm’s dividend payout ratio is 38.70%.

Qualcomm announced that its board has authorized a stock repurchase program on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the wireless technology company to repurchase up to 14.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Daiwa upgraded Qualcomm to Outperform and lifted its price target to $225, arguing the market is undervaluing Qualcomm’s move into AI infrastructure and data center silicon. Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
• Positive Sentiment: Qualcomm’s new Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 mobile chips are fueling optimism that the company can keep extending its product cycle into lower-cost devices while adding AI features. What’s driving Qualcomm stock higher?
• Positive Sentiment: Recent coverage highlights Qualcomm’s buyback program, a Snap AR partnership, strong earnings, and custom silicon wins as evidence that the company is successfully pivoting beyond its core smartphone business. Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones
• Neutral Sentiment: Some traders note the stock has moved sharply higher in a short period, which can make it vulnerable to near-term pullbacks even if the longer-term AI thesis remains intact. Qualcomm Stock Is Soaring Today: What’s Going On?
• Neutral Sentiment: Another commentary piece says Qualcomm’s RSI is in overbought territory after the recent run, suggesting momentum may cool before the next leg higher. What’s driving Qualcomm stock higher?
• Negative Sentiment: DZ Bank downgraded Qualcomm from Buy to Hold and set a $195 target, reflecting some caution after the sharp rally. Trump Could Put These 8 Stocks In The Spotlight For China Trip: Here Are The CEOs That Could Be Invited

Insider Transactions at Qualcomm

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $177.82, for a total transaction of $569,024.00. Following the completion of the transaction, the executive vice president directly owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction on Monday, April 13th. The shares were sold at an average price of $130.34, for a total value of $325,850.00. Following the transaction, the executive vice president directly owned 30,684 shares of the company’s stock, valued at approximately $3,999,352.56. The trade was a 7.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 19,177 shares of company stock valued at $3,176,966. Company insiders own 0.05% of the company’s stock.

Qualcomm Profile

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.