QUALCOMM (NASDAQ:QCOM) Given New $140.00 Price Target at Mizuho

QUALCOMM (NASDAQ:QCOM) had its price objective trimmed by Mizuho from $160.00 to $140.00 in a research report sent to investors on Thursday,Benzinga reports. The firm currently has a neutral rating on the wireless technology company’s stock.

Several other research analysts have also weighed in on the stock. Sanford C. Bernstein restated an “outperform” rating and set a $200.00 price objective on shares of QUALCOMM in a research note on Monday. Wall Street Zen downgraded QUALCOMM from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Citigroup reaffirmed a “neutral” rating on shares of QUALCOMM in a research report on Thursday, January 15th. Wells Fargo & Company lifted their target price on QUALCOMM from $140.00 to $165.00 and gave the stock an “underweight” rating in a research note on Thursday, November 6th. Finally, Susquehanna set a $210.00 price target on QUALCOMM in a report on Thursday, November 6th. Nine investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, QUALCOMM currently has a consensus rating of “Hold” and a consensus target price of $167.00.

QUALCOMM Stock Down 8.5%

QCOM stock opened at $136.30 on Thursday. The company has a market cap of $145.58 billion, a price-to-earnings ratio of 28.16, a P/E/G ratio of 3.33 and a beta of 1.22. QUALCOMM has a twelve month low of $120.80 and a twelve month high of $205.95. The business has a 50 day moving average price of $167.75 and a two-hundred day moving average price of $165.06. The company has a quick ratio of 2.10, a current ratio of 2.82 and a debt-to-equity ratio of 0.70.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12. The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a return on equity of 43.08% and a net margin of 11.96%.The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts anticipate that QUALCOMM will post 9.39 EPS for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.6%. QUALCOMM’s payout ratio is 72.80%.

Insider Transactions at QUALCOMM

In related news, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the transaction, the executive vice president directly owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Akash J. Palkhiwala sold 10,000 shares of QUALCOMM stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the completion of the sale, the executive vice president owned 44,803 shares of the company’s stock, valued at $7,845,901.36. This trade represents a 18.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 39,684 shares of company stock worth $7,004,088 over the last quarter. 0.05% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Brighton Jones LLC increased its position in shares of QUALCOMM by 116.6% in 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 grew its stake in QUALCOMM by 15.4% during the fourth 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 in the last quarter. Sivia Capital Partners LLC increased its holdings in QUALCOMM by 44.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after buying an additional 1,020 shares during the period. Sax Wealth Advisors LLC raised its position in shares of QUALCOMM by 16.1% in the 2nd quarter. Sax Wealth Advisors LLC now owns 1,774 shares of the wireless technology company’s stock valued at $282,000 after buying an additional 246 shares in the last quarter. Finally, Clear Creek Financial Management LLC raised its position in shares of QUALCOMM by 2.3% in the 2nd quarter. Clear Creek Financial Management LLC now owns 3,171 shares of the wireless technology company’s stock valued at $505,000 after buying an additional 72 shares in the last quarter. 74.35% of the stock is owned by institutional investors.

Key QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM beat on the quarter — adjusted EPS of $3.50 and strong revenue (record automotive/handset contribution) showed the company can still print solid results despite industry headwinds. Zacks: Qualcomm Surpasses Q1 Earnings
• Positive Sentiment: Some firms remain constructive — a few analysts still have buy/overweight views and multi-quarter bull cases that point to upside if handset memory constraints ease. Benzinga: Analyst Coverage
• Neutral Sentiment: Management frames the problem as a memory supply constraint rather than weak end-demand — CEO Cristiano Amon said handset demand isn’t the core issue, which matters for how durable the slowdown may be. Bloomberg Tech Interview (YouTube)
• Neutral Sentiment: Market commentary highlights that QCOM’s selloff has pushed the stock back to 2020 price levels — that raises long-term questions but also creates short-term relief-rally potential for traders. MarketBeat: Qualcomm Is Back at 2020 Levels
• Negative Sentiment: Q2 guidance came in below consensus — EPS and revenue ranges were trimmed because memory shortages are expected to constrain smartphone build plans, directly pressuring Qualcomm’s handset-related revenue. That guidance drove the bulk of the selloff. Reuters: Memory Shortage Hits Outlook
• Negative Sentiment: Analysts have reacted with price-target cuts and tone shifts (Evercore, Mizuho, Bank of America and others), and several firms moved to neutral/in-line ratings — increasing near-term selling pressure. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Market reaction has been severe — heavy volume and a double-digit intraday move reflect headline-driven risk: strong quarter but weak forward outlook. Short-term volatility is likely to continue until memory supply visibility improves. CNBC: Qualcomm Stock Sinks on Memory Warning

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.