Insider Selling: QUALCOMM (NASDAQ:QCOM) EVP Sells 3,200 Shares of Stock

QUALCOMM Incorporated (NASDAQ:QCOM) EVP Heather Ace sold 3,200 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. The trade was a 16.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

QUALCOMM Stock Up 1.2%

NASDAQ:QCOM traded up $1.59 on Monday, reaching $138.93. The stock had a trading volume of 11,012,332 shares, compared to its average volume of 10,891,134. The company has a 50-day moving average of $167.14 and a 200 day moving average of $165.00. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The stock has a market cap of $148.24 billion, a P/E ratio of 28.70, a price-to-earnings-growth ratio of 6.08 and a beta of 1.22. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping the consensus estimate of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. During the same quarter in the previous year, the firm posted $3.41 earnings per share. The company’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, research analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Announces Dividend

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

Institutional Trading of QUALCOMM

Hedge funds have recently added to or reduced their stakes in the business. Harbor Capital Advisors Inc. raised its stake in shares of QUALCOMM by 72.2% during the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC bought a new stake in shares of QUALCOMM during the 3rd quarter worth about $27,000. Richardson Financial Services Inc. lifted its stake in shares of QUALCOMM by 90.9% in the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after acquiring an additional 80 shares during the period. Torren Management LLC bought a new position in shares of QUALCOMM in the fourth quarter valued at approximately $29,000. Finally, Glass Jacobson Investment Advisors llc boosted its holdings in shares of QUALCOMM by 113.5% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock valued at $32,000 after acquiring an additional 101 shares in the last quarter. Institutional investors own 74.35% of the company’s stock.

Key Headlines Impacting QUALCOMM

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?

Analyst Upgrades and Downgrades

QCOM has been the subject of several research analyst reports. Piper Sandler reissued an “overweight” rating and issued a $200.00 price objective on shares of QUALCOMM in a report on Thursday. JPMorgan Chase & Co. decreased their target price on QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a research report on Thursday. Argus dropped their price target on QUALCOMM from $205.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday. Wall Street Zen downgraded shares of QUALCOMM from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $200.00 target price on shares of QUALCOMM in a research note on Monday, February 2nd. Ten analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $167.68.

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.