QUALCOMM Incorporated (NASDAQ:QCOM) Receives Consensus Rating of “Moderate Buy” from Analysts

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

Several research analysts have commented on the stock. Rosenblatt Securities reiterated a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. Susquehanna set a $210.00 target price on shares of QUALCOMM in a report on Thursday, November 6th. TD Cowen upped their target price on QUALCOMM from $185.00 to $205.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Cowen reaffirmed a “buy” rating on shares of QUALCOMM in a research report on Thursday, November 6th. Finally, UBS Group boosted their price objective on QUALCOMM from $175.00 to $185.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th.

QUALCOMM Price Performance

QCOM opened at $177.78 on Friday. The stock’s 50-day moving average price is $173.25 and its 200 day moving average price is $165.44. QUALCOMM has a 12-month low of $120.80 and a 12-month high of $205.95. The firm has a market cap of $190.40 billion, a price-to-earnings ratio of 36.36, a PEG ratio of 3.89 and a beta of 1.21. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70.

QUALCOMM (NASDAQ:QCOM) last announced 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. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The firm had revenue of $11.27 billion during the quarter, compared to analysts’ expectations of $10.74 billion. During the same quarter in the previous year, the business posted $2.69 earnings per share. The business’s quarterly revenue was up 10.0% compared to the same quarter last year. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. As a group, sell-side analysts expect that QUALCOMM will post 9.39 earnings per share for the current year.

Insider Transactions at QUALCOMM

In other QUALCOMM news, insider Heather S. Ace sold 1,600 shares of QUALCOMM stock in a transaction that occurred on 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 in the company, valued at approximately $3,387,041.91. This trade represents a 7.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total value of $2,833,385.17. Following the sale, the executive vice president directly owned 26,071 shares of the company’s stock, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,155 shares of company stock worth $9,267,593 over the last three months. 0.08% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On QUALCOMM

Hedge funds have recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. boosted its stake in shares of 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. Cloud Capital Management LLC acquired a new stake in shares of QUALCOMM during the 3rd quarter valued at approximately $27,000. Chung Wu Investment Group LLC acquired a new stake in shares of QUALCOMM in the 2nd quarter worth approximately $32,000. Harbor Asset Planning Inc. purchased a new position in QUALCOMM in the 2nd quarter valued at approximately $32,000. Finally, Winnow Wealth LLC purchased a new stake in QUALCOMM during the second quarter worth $32,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Key Headlines 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.

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.