Louisiana State Employees Retirement System Cuts Holdings in QUALCOMM Incorporated $QCOM

Louisiana State Employees Retirement System decreased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 2.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 135,300 shares of the wireless technology company’s stock after selling 2,900 shares during the period. Louisiana State Employees Retirement System’s holdings in QUALCOMM were worth $22,509,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of QCOM. Vanguard Group Inc. increased its holdings in shares of QUALCOMM by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock valued at $18,260,635,000 after acquiring an additional 290,799 shares during the period. Kingstone Capital Partners Texas LLC boosted its position in QUALCOMM by 656,661.0% during the second 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 in the last quarter. State Street Corp grew its stake in QUALCOMM by 0.8% in the second quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company’s stock valued at $8,547,014,000 after purchasing an additional 420,352 shares during the last quarter. Norges Bank purchased a new position in QUALCOMM in the second quarter valued at about $2,713,603,000. Finally, Amundi raised its holdings in QUALCOMM by 38.2% in the second quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock worth $1,866,451,000 after purchasing an additional 3,186,524 shares in the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Wall Street Analysts Forecast Growth

QCOM has been the topic of a number of recent analyst reports. Wells Fargo & Company raised their price target on shares of QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a report on Thursday, November 6th. Mizuho increased their target price on shares of QUALCOMM from $185.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of QUALCOMM in a report on Monday, December 29th. Bank of America upped their price target on QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, Wall Street Zen cut QUALCOMM from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Thirteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $192.94.

Insider Buying and Selling at QUALCOMM

In other news, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction dated 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 transaction, 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the sale, the executive vice president directly owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This trade represents a 23.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 53,155 shares of company stock worth $9,267,593. 0.08% of the stock is owned by corporate insiders.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Qualcomm rolled out the Dragonwing IQ10 robotics platform and a full robotics product suite at CES — signaling a serious push into humanoid and household robotics that expands the company beyond phones and automotive into “physical AI.” How Qualcomm’s New Dragonwing IQ10 Robotics Platform Has Changed Its Investment Story
• Positive Sentiment: Broad robotics initiative and humanoid ambitions were highlighted across CES coverage — reinforcing investor expectations that Qualcomm can monetize AI at the edge and in robots, a higher-growth TAM than smartphones alone. Qualcomm unveils PC chip, humanoid robotics initiative at CES 2026
• Positive Sentiment: Qualcomm introduced the Snapdragon X2 Plus platform (3 nm Oryon cores) targeting AI PCs — a product push that could drive revenue and higher ASPs outside its phone base if adoption follows. Can Qualcomm’s Snapdragon X2 Plus Platform Drive Future Growth?
• Positive Sentiment: CEO Cristiano Amon publicly framed robotics as a major near-term opportunity and likened Qualcomm’s robotics potential to its prior success in autos — messaging that supports a strategic growth narrative. Qualcomm CEO Sees Robotics as the ‘Next Big Wave of AI’
• Positive Sentiment: Investors are also digesting record FY2025 EPS and a revenue beat, plus Q1 FY2026 EPS guidance that reassures near-term profitability, which supports the rally. Is It Too Late To Consider Buying Qualcomm (QCOM) After Record FY2025 EPS?
• Neutral Sentiment: Insider disclosure: EVP Akash Palkhiwala sold 3,333 shares (small portion of his holdings). Insider sales can be noise and don’t necessarily indicate a change in corporate outlook. QUALCOMM (NASDAQ:QCOM) EVP Akash Palkhiwala Sells 3,333 Shares
• Negative Sentiment: Some analysts warn growth is lagging peers (8.2% stock rise over the past year) and flag margin pressure, China exposure and intense chip competition — risks that could limit upside if execution slips. Qualcomm Witnesses Just 8.2% Growth in Past Year: Reason to Worry?

QUALCOMM Trading Up 3.5%

NASDAQ QCOM opened at $182.45 on Wednesday. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95. The company has a fifty day simple moving average of $173.19 and a two-hundred day simple moving average of $164.98. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. The stock has a market cap of $195.40 billion, a P/E ratio of 37.31, a P/E/G ratio of 3.86 and a beta of 1.21.

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. The firm had revenue of $11.27 billion for 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%. The business’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the company earned $2.69 earnings per share. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. On average, analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

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.