Cerity Partners LLC Has $82.45 Million Holdings in QUALCOMM Incorporated $QCOM

Cerity Partners LLC trimmed its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 8.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 495,602 shares of the wireless technology company’s stock after selling 43,485 shares during the quarter. Cerity Partners LLC’s holdings in QUALCOMM were worth $82,446,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of QUALCOMM by 0.3% during the second quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock valued at $18,260,635,000 after buying an additional 290,799 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in QUALCOMM by 656,661.0% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 58,773,542 shares of the wireless technology company’s stock valued at $9,360,274,000 after purchasing an additional 58,764,593 shares during the last quarter. State Street Corp increased its holdings in QUALCOMM by 0.8% during the 2nd quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company’s stock worth $8,547,014,000 after purchasing an additional 420,352 shares in the last quarter. Norges Bank purchased a new stake in shares of QUALCOMM in the second quarter worth approximately $2,713,603,000. Finally, Amundi lifted its holdings in shares of QUALCOMM by 38.2% in the second quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock valued at $1,866,451,000 after purchasing an additional 3,186,524 shares in the last quarter. 74.35% of the stock is currently owned by institutional investors.

Trending Headlines about 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

Insider Buying and Selling at QUALCOMM

In related news, EVP Akash J. Palkhiwala sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the sale, the executive vice president owned 44,803 shares of the company’s stock, valued at approximately $7,845,901.36. This represents a 18.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Patricia Y. Grech sold 513 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $160.95, for a total transaction of $82,567.35. Following the completion of the transaction, the chief accounting officer directly owned 203 shares of the company’s stock, valued at approximately $32,672.85. The trade was a 71.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 53,155 shares of company stock worth $9,267,593. 0.08% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

QCOM has been the subject of a number of analyst reports. Cantor Fitzgerald reissued a “neutral” rating and issued a $185.00 price target on shares of QUALCOMM in a research report on Tuesday, December 16th. Wells Fargo & Company increased their target price on shares of QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a report on Thursday, November 6th. Rosenblatt Securities restated a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. Cowen reiterated a “buy” rating on shares of QUALCOMM in a research note on Thursday, November 6th. Finally, Mizuho lifted their target price on shares of QUALCOMM from $185.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th. Thirteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, QUALCOMM currently has a consensus rating of “Moderate Buy” and a consensus target price of $192.94.

QUALCOMM Stock Performance

NASDAQ QCOM opened at $180.19 on Thursday. The firm has a market cap of $192.98 billion, a P/E 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. The company’s 50 day moving average is $173.22 and its 200-day moving average is $165.09. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95.

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

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.