QUALCOMM Incorporated $QCOM Shares Bought by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. boosted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 35.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,725,378 shares of the wireless technology company’s stock after purchasing an additional 446,848 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in QUALCOMM were worth $287,034,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. lifted its position in shares of QUALCOMM by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after acquiring an additional 65 shares during the last quarter. Chung Wu Investment Group LLC acquired a new stake in shares of QUALCOMM during the second quarter worth $32,000. Harbor Asset Planning Inc. purchased a new stake in shares of QUALCOMM during the second quarter valued at $32,000. Winnow Wealth LLC purchased a new position in QUALCOMM in the 2nd quarter worth about $32,000. Finally, Lavaca Capital LLC acquired a new stake in QUALCOMM during the 2nd quarter worth about $32,000. 74.35% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have commented on QCOM. Citigroup raised their target price on shares of QUALCOMM from $170.00 to $175.00 and gave the stock a “neutral” rating in a report on Tuesday, October 28th. Cantor Fitzgerald reiterated a “neutral” rating and set a $185.00 price objective on shares of QUALCOMM in a research report on Tuesday, December 16th. TD Cowen raised their target price on QUALCOMM from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a research report on Thursday, November 6th. Finally, Wells Fargo & Company raised their price objective on QUALCOMM from $140.00 to $165.00 and gave the stock an “underweight” rating in a research report on Thursday, November 6th. Thirteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $192.94.

QUALCOMM Trading Up 1.9%

Shares of QUALCOMM stock opened at $176.31 on Tuesday. The company’s fifty day simple moving average is $173.16 and its 200-day simple moving average is $164.76. The company has a market cap of $188.83 billion, a price-to-earnings ratio of 36.06, a PEG ratio of 3.79 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 Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95.

QUALCOMM (NASDAQ:QCOM) last released its earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 EPS for the quarter, beating the consensus estimate 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 period in the prior year, the company earned $2.69 EPS. 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 Incorporated will post 9.39 EPS for the current year.

QUALCOMM News Roundup

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Qualcomm unveiled a new PC chip and a humanoid robotics initiative at CES, signaling a push to grow non‑phone revenue (PCs, edge AI, robotics) and leverage Snapdragon/AI momentum. Qualcomm unveils PC chip, humanoid robotics initiative at CES 2026
• Positive Sentiment: QUALCOMM introduced the Dragonwing IQ10 robotics platform — a full robotics stack that management says can address markets from household bots to full‑size humanoids; analysts/media frame this as a potential new growth engine that changes the investment narrative. How Qualcomm’s New Dragonwing IQ10 Robotics Platform Has Changed Its Investment Story
• Positive Sentiment: CEO Cristiano Amon reiterated confidence in succeeding in robotics “for the same reason we succeeded in autos,” reinforcing management commitment and execution credibility behind the CES rollouts. Qualcomm CEO: We believe we’ll be successful in robotics for the same reason we succeeded in autos
• Neutral Sentiment: Market commentary highlights Snapdragon X‑Series and AI momentum at CES as supportive for valuation, but notes differing analyst targets and a mixed sell‑side view. Qualcomm (QCOM) Valuation Check as CES 2026 AI and Snapdragon X-Series Momentum Build
• Negative Sentiment: An insider sale: EVP Akash Palkhiwala sold 3,333 shares at ~$173.30 on Jan. 2 (disclosed in an SEC filing). The sale is relatively small in dollar terms vs. the company market cap but can be viewed as a near‑term negative signal by some investors. QUALCOMM EVP Akash Palkhiwala Sells 3,333 Shares
• Negative Sentiment: Analyst/market pieces point out QCOM’s stock performance (~8.2% rise over the past year) trails peers and flag margin pressure, China exposure and intense chip competition as ongoing risks. Qualcomm Witnesses Just 8.2% Growth in Past Year: Reason to Worry?

Insiders Place Their Bets

In related news, CAO Patricia Y. Grech sold 203 shares of QUALCOMM stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $170.00, for a total transaction of $34,510.00. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Heather S. Ace sold 1,600 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $172.87, for a total value of $276,592.00. Following the completion of the transaction, the insider directly owned 19,593 shares of the company’s stock, valued at approximately $3,387,041.91. This trade represents a 7.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,155 shares of company stock valued at $9,267,593 in the last quarter. 0.08% of the stock is currently owned by insiders.

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.