QUALCOMM (NASDAQ:QCOM) EVP Heather Ace Sells 3,200 Shares of Stock

QUALCOMM Incorporated (NASDAQ:QCOM) EVP Heather Ace sold 3,200 shares of QUALCOMM stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

QUALCOMM Price Performance

Shares of QUALCOMM stock traded up $1.59 during trading on Monday, hitting $138.93. The stock had a trading volume of 11,012,332 shares, compared to its average volume of 10,891,134. The business has a fifty day moving average of $167.14 and a two-hundred day moving average of $165.00. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The firm has a market cap of $148.24 billion, a P/E ratio of 28.70, a PEG ratio of 6.08 and a beta of 1.22. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83.

QUALCOMM (NASDAQ:QCOM) last released its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same period in the previous year, the company earned $3.41 earnings per share. QUALCOMM’s revenue was up 4.7% compared to the same quarter last year. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, sell-side analysts expect that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is presently 73.55%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Susquehanna downgraded QUALCOMM from a “positive” rating to a “neutral” rating and set a $140.00 price objective for the company. in a research report on Thursday. Mizuho reduced their target price on QUALCOMM from $160.00 to $140.00 and set a “neutral” rating for the company in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of QUALCOMM in a research report on Monday, December 29th. Citigroup restated a “neutral” rating on shares of QUALCOMM in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $200.00 price objective on shares of QUALCOMM in a research note on Monday, February 2nd. Ten research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, QUALCOMM presently has an average rating of “Hold” and a consensus target price of $167.68.

Institutional Investors Weigh In On QUALCOMM

Hedge funds have recently bought and sold shares of the business. 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 purchasing an additional 290,799 shares during the period. State Street Corp grew its position in QUALCOMM by 0.8% during 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 in the last quarter. Geode Capital Management LLC increased its stake in QUALCOMM by 12.5% in the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after buying an additional 3,221,924 shares during the period. Norges Bank purchased a new stake in QUALCOMM in the 2nd quarter worth approximately $2,713,603,000. Finally, Amundi boosted its stake in shares of QUALCOMM by 9.9% during the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company’s stock valued at $2,136,486,000 after buying an additional 1,138,541 shares during the period. 74.35% of the stock is owned by hedge funds and other institutional investors.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM reported a strong quarter with record Q1 revenue driven by IoT and automotive strength, confirming demand diversification beyond handsets — a constructive fundamental datapoint supporting medium‑term growth. Does Qualcomm’s Solid Q1 Earnings Warrant a Portfolio Re-Look?
• Positive Sentiment: Qualcomm’s longer‑term opportunities in AI (inference), automotive and IoT are repeatedly highlighted by coverage — these end markets are supporting revenue diversification and provide offset to handset cyclicality. Qualcomm Weighs Handset Setback Against AI And Automotive Opportunities
• Neutral Sentiment: Retail and analyst interest remains elevated (QCOM is a trending ticker), which can amplify intraday moves but doesn’t change the underlying memory/headset dynamics. Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now?
• Neutral Sentiment: Industry moves (for example, talent and product activity at peers like Intel) validate the secular importance of mobile and AI chips; one MarketBeat piece notes hires from Qualcomm but this is more industry context than a direct company catalyst. Intel Stock Is Priced for Ruin, But the AI Offensive Is Here
• Negative Sentiment: Memory (DRAM/HBM) shortages and rising memory prices are forcing OEMs to cut smartphone production plans and pull back orders — a direct headwind to Qualcomm’s handset revenue and the main cause of recent weak forward guidance. A Money Making Strategy For Qualcomm’s Memory Crisis
• Negative Sentiment: Analysts are trimming targets after the guidance miss: Evercore cut its QCOM price target to $134 and JPMorgan to $185 — analyst downgrades/target cuts increase downside pressure and can prolong weak price action. Evercore Cuts QUALCOMM (NASDAQ:QCOM) Price Target to $134.00
• Negative Sentiment: Commentary from markets and pundits (e.g., Jim Cramer coverage and analysis pieces noting the ~24% pullback over recent weeks) underscores investor concern; that sentiment, combined with tangible supply constraints, explains the recent volatility and selloff. Qualcomm Stock Is Down 24% – But Is It Cheap Enough?

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.