Qualcomm Incorporated (NASDAQ:QCOM) Given Consensus Recommendation of “Hold” by Analysts

Qualcomm Incorporated (NASDAQ:QCOM) has earned a consensus rating of “Hold” from the twenty-four analysts that are currently covering the stock, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation, ten have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $165.1429.

Several equities research analysts recently issued reports on the stock. Bank of America initiated coverage on shares of Qualcomm in a report on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 target price for the company. Seaport Research Partners reiterated a “sell” rating and issued a $100.00 price target on shares of Qualcomm in a research report on Monday, March 16th. Piper Sandler reissued an “overweight” rating and issued a $200.00 price objective on shares of Qualcomm in a research note on Thursday, February 5th. Citigroup restated a “neutral” rating on shares of Qualcomm in a research report on Thursday, January 15th. Finally, Daiwa Securities Group cut shares of Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price on the stock. in a research note on Wednesday, February 11th.

Insider Transactions at Qualcomm

In other news, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at $4,900,202.35. This represents a 8.56% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 9,866 shares of company stock valued at $1,474,796. Corporate insiders own 0.05% of the company’s stock.

Hedge Funds Weigh In On Qualcomm

Institutional investors have recently bought and sold shares of the stock. Harbor Capital Advisors Inc. lifted its stake in Qualcomm by 72.2% in 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 purchased a new position in shares of Qualcomm during the third quarter valued at about $27,000. Richardson Financial Services Inc. grew 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 purchasing an additional 80 shares in the last quarter. Torren Management LLC bought a new stake in shares of Qualcomm in the fourth quarter worth about $29,000. Finally, Caitong International Asset Management Co. Ltd increased its holdings in shares of Qualcomm by 17,000.0% in 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. 74.35% of the stock is owned by hedge funds and other institutional investors.

Qualcomm Stock Performance

NASDAQ:QCOM opened at $130.54 on Friday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The stock has a 50-day simple moving average of $141.77 and a two-hundred day simple moving average of $160.49. The firm has a market capitalization of $139.29 billion, a PE ratio of 26.97 and a beta of 1.25. Qualcomm has a 52-week low of $120.80 and a 52-week high of $205.95.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping the consensus estimate of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. During the same quarter last year, the company earned $3.41 earnings per share. 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. Analysts forecast that Qualcomm will post 9.39 EPS for the current year.

Qualcomm announced that its board has approved a share buyback plan on Tuesday, March 17th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Qualcomm Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th were issued a dividend of $0.89 per share. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a yield of 2.7%. Qualcomm’s dividend payout ratio (DPR) is currently 73.55%.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a $20 billion share buyback and raised its dividend, which supports EPS per-share metrics and signals confidence from management. That headline provides immediate buyback-driven support for the stock. Fool Article
• Positive Sentiment: Product upside: coverage highlights Qualcomm’s push into AI-enabled smart cameras and IoT silicon — a revenue growth vector if adoption scales in security and edge‑AI markets. This is a longer‑horizon positive for revenue diversification. Zacks Article
• Neutral Sentiment: Valuation note: analysts and writeups are re‑examining QCOM after recent weakness (shares down sharply over recent months), noting mixed trailing performance but continued revenue and net income growth; valuation context may keep volatility elevated. Yahoo Finance Article
• Neutral Sentiment: Index/rating technicals: discussion that rating shifts reflect Nasdaq‑100 composition may pressure index‑sensitive flows; this is more mechanical than fundamental. Kalkine Media Article
• Neutral Sentiment: Miscellaneous coverage and surveys mention QCOM alongside peer items; not market-moving by itself but adds to media attention. American Banking News
• Negative Sentiment: Analyst downgrade: Sanford C. Bernstein cut QCOM to “market perform” from “outperform” and trimmed the price target to $140 from $175 (multiple outlets reported this). The downgrade and target cut are driving near‑term selling pressure and reduce upside implied by analyst consensus. MSN Article Schaeffers Article Benzinga

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.