QUALCOMM (NASDAQ:QCOM) EVP Heather Ace Sells 3,200 Shares

QUALCOMM Incorporated (NASDAQ:QCOM) EVP Heather Ace sold 3,200 shares of QUALCOMM stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. This trade represents a 16.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

QUALCOMM Stock Up 1.2%

QCOM stock opened at $138.93 on Tuesday. The firm has a market capitalization of $148.24 billion, a PE ratio of 28.70, a P/E/G ratio of 6.08 and a beta of 1.22. The stock’s 50 day moving average is $166.56 and its 200-day moving average is $164.86. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64.

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

QUALCOMM Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is 73.55%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Rosenblatt Securities decreased their target price on QUALCOMM from $225.00 to $190.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. TD Cowen decreased their price objective on shares of QUALCOMM from $190.00 to $150.00 and set a “buy” rating for the company in a report on Thursday. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. Piper Sandler reissued an “overweight” rating and set a $200.00 target price on shares of QUALCOMM in a research report on Thursday. Finally, Robert W. Baird set a $177.00 price target on shares of QUALCOMM in a research note on Thursday. Ten investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, QUALCOMM currently has an average rating of “Hold” and an average target price of $167.68.

Institutional Investors Weigh In On QUALCOMM

Hedge funds and other institutional investors have recently bought and sold shares of the business. Harbor Capital Advisors Inc. lifted its holdings in QUALCOMM by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC bought a new stake in shares of QUALCOMM during the third quarter valued at about $27,000. Richardson Financial Services Inc. increased its position in shares of QUALCOMM by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after buying an additional 80 shares during the period. Torren Management LLC purchased a new stake in shares of QUALCOMM in the fourth quarter worth about $29,000. Finally, Harbor Asset Planning Inc. bought a new position in shares of QUALCOMM in the second quarter valued at approximately $32,000. Institutional investors own 74.35% of the company’s stock.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Record Q1 revenue drivers — IoT and automotive strength helped Qualcomm post a solid quarter, supporting the thesis that diversified end-markets can offset handset softness. Does Qualcomm’s Solid Q1 Earnings Warrant a Portfolio Re-Look?
• Positive Sentiment: Memory headwind framed as manageable — several analysts and outlets note that while DRAM-driven handset softness is real, Qualcomm’s longer-term opportunities in AI inference, automotive and IoT help cushion the hit. Qualcomm’s Memory Warning Sounds Scary, But It’s Not All Bad News for Investors
• Neutral Sentiment: Broader industry context — shifts at peers (e.g., Intel’s AI/memory moves) underscore structural demand for AI-related chips but also highlight supply-chain timing issues across the sector. This is context that can amplify both upside and downside for QCOM. Intel Stock Is Priced for Ruin, But the AI Offensive Is Here
• Neutral Sentiment: Value-angle debate — commentary noting QCOM’s recent ~24% pullback is prompting buy/hold debate; some investors see a buying opportunity if memory pressures are temporary. Qualcomm Stock Is Down 24% – But Is It Cheap Enough?
• Negative Sentiment: Memory shortage and OEM pullbacks — rising DRAM prices and supplier-driven smartphone production cuts prompted Qualcomm to warn on the near term, a primary driver of the recent share decline. A Money Making Strategy For Qualcomm’s Memory Crisis
• Negative Sentiment: Analyst downgrades/target cuts — recent cuts to price targets (JPMorgan to $185; Evercore to $134) increase short-term downside risk by lowering the bar for sentiment. JPMorgan Cuts QUALCOMM Price Target to $185 Evercore Cuts QUALCOMM Price Target to $134
• Negative Sentiment: Insider selling — an EVP sold 3,200 shares, trimming her position (~16% reduction), a signal some investors watch for conviction timing. SEC Filing: Insider Sale by Heather S. Ace
• Negative Sentiment: High-profile commentary highlights risks — media and pundits (including Jim Cramer coverage) emphasize the memory headwind, contributing to negative sentiment momentum. Qualcomm’s (QCOM) Hurt By Memory, Says Jim Cramer

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.