QUALCOMM Incorporated (NASDAQ:QCOM) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of QUALCOMM Incorporated (NASDAQ:QCOM) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-one ratings firms that are currently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, eight have given a hold recommendation and twelve have assigned a buy recommendation to the company. The average 12-month target price among brokerages that have issued ratings on the stock in the last year is $191.5556.

QCOM has been the subject of a number of analyst reports. Wells Fargo & Company boosted their price target on QUALCOMM from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Thursday, November 6th. Bank of America lifted their price objective on QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Cowen reissued a “buy” rating on shares of QUALCOMM in a research note on Thursday, November 6th. UBS Group upped their target price on shares of QUALCOMM from $175.00 to $185.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Finally, JPMorgan Chase & Co. lifted their price target on shares of QUALCOMM from $200.00 to $210.00 and gave the stock an “overweight” rating in a report on Tuesday, November 4th.

QUALCOMM Stock Down 2.2%

Shares of NASDAQ QCOM opened at $177.78 on Friday. QUALCOMM has a 12-month low of $120.80 and a 12-month high of $205.95. The company has a market capitalization of $190.40 billion, a PE ratio of 36.36, a price-to-earnings-growth ratio of 3.89 and a beta of 1.21. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. The firm’s 50-day moving average is $173.25 and its two-hundred day moving average is $165.44.

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

Key Stories Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Analysts are rethinking Qualcomm’s investment story after new AI and Android-related announcements at CES, highlighting stronger on-device AI positioning and a broader competitive footprint that could lift long‑term growth expectations. Read More.
• Positive Sentiment: QCOM expanded automotive wins: a Hyundai Mobis partnership to co-develop software-defined vehicles and ADAS using Snapdragon Ride Flex — this could accelerate recurring software/processor revenue from autos. Read More.
• Positive Sentiment: Qualcomm struck a long‑term supply deal to provide infotainment tech for Volkswagen’s new software platform, reinforcing automotive content gains and multi-year revenue visibility. Read More.
• Positive Sentiment: JPMorgan and other CES takeaways show Qualcomm’s Snapdragon platforms are moving deeper into PCs and high‑end laptops, expanding TAM beyond phones and supporting the company’s diversification narrative. Read More.
• Positive Sentiment: Qualcomm showcased robot and AI compute use cases at CES (and in an investor video explaining humanoid-robot deployments), signaling on-device AI traction that supports higher-margin, software-enabled opportunities. Read More. • Read More.
• Neutral Sentiment: Technicals: MarketBeat notes Qualcomm is pressing a key resistance (~$183) after a tightening wedge; a decisive breakout could be bullish, but failure would keep the stock range‑bound — important near-term chart risk/reward ahead of earnings. Read More.
• Neutral Sentiment: Earnings preview: Analysts expect a modest, single‑digit EPS decline for the coming quarter, making the upcoming report a key catalyst — upside beats could drive a sharp move, misses could amplify downside. Read More.
• Neutral Sentiment: Increased investor attention noted by Zacks — higher search/flow can magnify moves in either direction as earnings approach. Read More.
• Negative Sentiment: Mizuho downgraded Qualcomm citing growing handset headwinds — persistent weakness in smartphone volumes/pricing could pressure near‑term earnings and margins, countering diversification gains. Read More.

Insider Activity

In other news, insider Heather S. Ace sold 1,600 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $172.87, for a total transaction of $276,592.00. Following the sale, the insider owned 19,593 shares in the company, valued at $3,387,041.91. This trade represents a 7.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of QUALCOMM stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $173.30, for a total value of $577,608.90. Following the completion of the sale, the executive vice president directly owned 38,932 shares of the company’s stock, valued at approximately $6,746,915.60. This represents a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,155 shares of company stock valued at $9,267,593 in the last 90 days. Insiders own 0.08% of the company’s stock.

Institutional Trading of QUALCOMM

A number of hedge funds have recently added to or reduced their stakes in QCOM. Brighton Jones LLC raised its stake in QUALCOMM by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares during the period. Revolve Wealth Partners LLC increased 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 worth $391,000 after buying an additional 340 shares during the last quarter. Modern Wealth Management LLC increased its holdings in shares of QUALCOMM by 5.3% during the 1st quarter. Modern Wealth Management LLC now owns 10,936 shares of the wireless technology company’s stock worth $1,680,000 after buying an additional 555 shares during the last quarter. Voya Investment Management LLC raised its position in shares of QUALCOMM by 9.1% in the 1st quarter. Voya Investment Management LLC now owns 462,731 shares of the wireless technology company’s stock worth $71,080,000 after buying an additional 38,755 shares during the period. Finally, Cullen Investment Group LTD. boosted its holdings in QUALCOMM by 7.4% in the second quarter. Cullen Investment Group LTD. now owns 11,000 shares of the wireless technology company’s stock valued at $1,752,000 after acquiring an additional 756 shares during the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

QUALCOMM Company 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.