QUALCOMM (NASDAQ:QCOM) Posts Quarterly Earnings Results, Beats Expectations By $0.12 EPS

QUALCOMM (NASDAQ:QCOM) posted its quarterly earnings results on Wednesday. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12, FiscalAI reports. The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%.

QUALCOMM Price Performance

Shares of QUALCOMM stock traded up $1.71 on Wednesday, hitting $148.89. 18,027,214 shares of the company were exchanged, compared to its average volume of 9,601,756. The stock has a market capitalization of $159.02 billion, a price-to-earnings ratio of 30.45, a price-to-earnings-growth ratio of 3.41 and a beta of 1.22. The company has a 50-day moving average price of $168.65 and a 200 day moving average price of $165.38. QUALCOMM has a 1-year low of $120.80 and a 1-year high of $205.95. 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 Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is 72.80%.

Analysts Set New Price Targets

Several equities research analysts have commented on QCOM shares. Rosenblatt Securities restated a “buy” rating and issued a $225.00 price objective on shares of QUALCOMM in a research report on Thursday, November 6th. Susquehanna set a $210.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. TD Cowen reiterated a “buy” rating on shares of QUALCOMM in a research report on Thursday, November 6th. Piper Sandler raised their target price on QUALCOMM from $175.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Finally, Zacks Research cut QUALCOMM from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. Eleven research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, QUALCOMM presently has an average rating of “Hold” and an average price target of $188.50.

Insider Buying and Selling

In related news, insider Heather S. Ace sold 1,600 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was 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 in the company, valued at approximately $3,387,041.91. This represents a 7.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of QUALCOMM stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the completion of the sale, the executive vice president owned 26,071 shares in the company, valued at $4,640,898.71. This represents a 37.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 44,820 shares of company stock worth $7,883,482 over the last quarter. Corporate insiders own 0.05% of the company’s stock.

Institutional Trading of QUALCOMM

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Apexium Financial LP boosted its stake in QUALCOMM by 2.7% during the third quarter. Apexium Financial LP now owns 2,581 shares of the wireless technology company’s stock worth $429,000 after buying an additional 68 shares during the period. Morningstar Investment Management LLC lifted its holdings in shares of QUALCOMM by 1,454.6% in the 3rd quarter. Morningstar Investment Management LLC now owns 33,843 shares of the wireless technology company’s stock worth $5,630,000 after acquiring an additional 31,666 shares during the last quarter. NewEdge Advisors LLC boosted its position in shares of QUALCOMM by 233.7% during the 3rd quarter. NewEdge Advisors LLC now owns 371,423 shares of the wireless technology company’s stock worth $61,790,000 after purchasing an additional 260,113 shares during the period. CANADA LIFE ASSURANCE Co increased its holdings in QUALCOMM by 0.3% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 1,547,536 shares of the wireless technology company’s stock valued at $255,798,000 after purchasing an additional 4,502 shares during the last quarter. Finally, Williams Jones Wealth Management LLC. raised its position in QUALCOMM by 5.6% in the third quarter. Williams Jones Wealth Management LLC. now owns 9,975 shares of the wireless technology company’s stock valued at $1,659,000 after purchasing an additional 533 shares during the period. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Forbes highlights Qualcomm’s strong free cash flow, which supports buybacks/dividends and underpins upside potential for the stock. Why Qualcomm Stock’s Strong Cash Flows Point To More Upside
• Positive Sentiment: Yahoo reports Qualcomm is expanding beyond handsets into Open RAN, AI and automotive (Zenith), diversifying revenue drivers and reducing reliance on smartphone cycles. Qualcomm Expands Beyond Handsets With Open RAN AI And Auto Growth
• Positive Sentiment: Zacks notes the next‑generation Snapdragon Elite is being used in ECARX’s Zenith platform, strengthening Qualcomm’s position in software-defined, AI-enabled vehicles. Will Qualcomm’s Next-Generation Snapdragon Elite Chip Fuel Its Shares?
• Positive Sentiment: Bernstein reiterates value in Qualcomm despite smartphone concerns, citing valuation and longer-term growth levers. Why Bernstein Still Sees Value in Qualcomm (QCOM) Despite Smartphone Fears
• Neutral Sentiment: Several previews and guides (Blockonomi, Seeking Alpha, Yahoo, MSN) set expectations for the earnings call, emphasizing watchpoints: handset revenue trends, data‑center commentary and forward guidance. Qualcomm (QCOM) Stock: What Wall Street Expects from Earnings Today?
• Neutral Sentiment: Analysts reset price targets ahead of earnings — adjustments reflect differing views on near-term handset demand and longer-term growth, producing mixed signals for traders. Analysts reset Qualcomm stock price target ahead of earnings
• Neutral Sentiment: Investor pieces (InsiderMonkey, Blockonomi buy‑the‑dip takes, Hussman portfolio mention) note QCOM’s strategic positioning but treat near-term risk/reward as balanced. Qualcomm Inc. (QCOM): Navigating Global Smartphone Challenges with 5G and IoT Strength
• Negative Sentiment: Cantor Fitzgerald cut its price target to $160, citing conservative guidance and possible market‑share shifts, which pressures sentiment and increases downside risk if guidance disappoints. Cantor Fitzgerald Lowers Qualcomm (QCOM) PT to $160, Cites Conservative Guidanc, Looming Market Share Shifts
• Negative Sentiment: Seeking Alpha and other previews flag handset headwinds and that investor focus will be on data‑center commentary and guidance; weak forward commentary could drive a pullback. Qualcomm Q1 Earnings Preview: Handset headwinds, data center commentary in focus

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.