QUALCOMM Incorporated $QCOM Shares Bought by B&D White Capital Company LLC

B&D White Capital Company LLC increased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 660.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 27,369 shares of the wireless technology company’s stock after purchasing an additional 23,769 shares during the period. B&D White Capital Company LLC’s holdings in QUALCOMM were worth $4,553,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Harbor Capital Advisors Inc. increased its holdings in QUALCOMM by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after buying an additional 65 shares in the last quarter. Chung Wu Investment Group LLC purchased a new stake in shares of QUALCOMM in the second quarter valued at $32,000. Harbor Asset Planning Inc. purchased a new stake in shares of QUALCOMM in the second quarter valued at $32,000. Winnow Wealth LLC acquired a new stake in shares of QUALCOMM during the second quarter valued at $32,000. Finally, Lavaca Capital LLC purchased a new stake in QUALCOMM during the 2nd quarter worth about $32,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Key Stories Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Qualcomm confirmed talks with Samsung to contract‑manufacture 2nm chips, signaling access to an additional advanced foundry partner and potential production diversification that could support future chip rollouts. Qualcomm in talks with Samsung Electronics for contract manufacturing, South Korean newspaper says
• Positive Sentiment: New product pushes: Qualcomm unveiled the Snapdragon X2 Plus (AI PC focus, improved performance and battery life) and announced the Dragonwing IQ10 robotics platform and a PC chip at CES — moves that broaden revenue exposure beyond phones into AI PCs, automotive and robotics. These are concrete growth catalysts that underpin bullish analyst commentary. Can Qualcomm’s Snapdragon X2 Plus Platform Drive Future Growth? How Qualcomm’s New Dragonwing IQ10 Robotics Platform Has Changed Its Investment Story
• Positive Sentiment: CEO commentary at CES (AI and robotics as major new opportunities) reinforces management’s long‑term strategy to capture AI edge and robotics markets — a thematic positive for revenue diversification and licensing upside. Qualcomm CEO Sees Robotics as the ‘Next Big Wave of AI’
• Neutral Sentiment: Technicals: MarketBeat highlights a tightening wedge and repeated resistance around ~$183; a decisive breakout would be bullish, but the stock has a history of false starts — so near‑term action depends on whether momentum sustains ahead of earnings. Why Qualcomm’s Latest Run at Resistance Has Bulls Paying Attention
• Negative Sentiment: Insider selling: an EVP sold ~3,333 shares in early January — while not large relative to institutional holdings, such disclosures can contribute to short‑term selling pressure and investor caution. QUALCOMM (NASDAQ:QCOM) EVP Akash Palkhiwala Sells 3,333 Shares
• Negative Sentiment: Market reaction: coverage noting that Qualcomm registered a larger decline than the market this session underscores profit‑taking and short‑term volatility following the CES news flow and technical retest. Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note

QUALCOMM Stock Down 1.2%

Shares of QCOM opened at $180.19 on Thursday. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The company’s fifty day moving average is $173.22 and its two-hundred day moving average is $165.09. The firm has a market cap of $192.98 billion, a PE ratio of 36.85, a price-to-earnings-growth ratio of 4.00 and a beta of 1.21. The company has a quick ratio of 2.10, a current ratio of 2.82 and a debt-to-equity ratio of 0.70.

QUALCOMM (NASDAQ:QCOM) last issued its earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.87 by $0.13. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The business had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same period last year, the company posted $2.69 EPS. The business’s quarterly revenue was up 10.0% on a year-over-year basis. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

Insider Buying and Selling

In other news, insider Heather S. Ace sold 1,600 shares of QUALCOMM stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $172.87, for a total value of $276,592.00. Following the transaction, the insider directly owned 19,593 shares of the company’s stock, valued at $3,387,041.91. The trade was a 7.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CAO Patricia Y. Grech sold 513 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $160.95, for a total transaction of $82,567.35. Following the sale, the chief accounting officer directly owned 203 shares of the company’s stock, valued at approximately $32,672.85. This trade represents a 71.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 53,155 shares of company stock worth $9,267,593. Corporate insiders own 0.08% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on QCOM shares. JPMorgan Chase & Co. raised their price target on shares of QUALCOMM from $200.00 to $210.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 4th. Piper Sandler raised their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Susquehanna set a $210.00 price target on QUALCOMM in a report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a research note on Thursday, November 6th. Finally, Wells Fargo & Company raised their price objective on QUALCOMM from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Thursday, November 6th. Thirteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, QUALCOMM presently has an average rating of “Moderate Buy” and a consensus price target of $192.94.

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.