Key Points
- QUALCOMM EVP Akash Palkhiwala sold 10,000 shares on Dec. 18 at an average price of $175.12 for roughly $1.75M, cutting his stake by 18.25% to 44,803 shares (≈$7.85M value).
- The company recently beat earnings (EPS $3.00 vs. $2.87; revenue $11.27B vs. $10.74B), set Q1 2026 EPS guidance of $3.30–$3.50, and paid a quarterly dividend of $0.89 per share (2.0% yield).
- Qualcomm completed the acquisition of Alphawave Semi, drawing positive market reaction as it expands into data‑center chips, while analysts remain mixed—consensus is a "Moderate Buy" with an average target around $192.94.
QUALCOMM Incorporated (NASDAQ:QCOM - Get Free Report) EVP Akash Palkhiwala sold 2,538 shares of QUALCOMM stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $175.95, for a total transaction of $446,561.10. Following the completion of the sale, the executive vice president directly owned 42,265 shares of the company's stock, valued at $7,436,526.75. The trade was a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.
QUALCOMM Trading Up 0.6%
Shares of QUALCOMM stock opened at $175.25 on Friday. The firm has a market cap of $187.69 billion, a PE ratio of 35.84, a P/E/G ratio of 3.82 and a beta of 1.22. 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 Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The business's fifty day moving average is $171.84 and its two-hundred day moving average is $163.09.
QUALCOMM (NASDAQ:QCOM - Get Free Report) 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 return on equity of 43.22% and a net margin of 12.51%.The firm had revenue of $11.27 billion during the quarter, compared to analyst estimates of $10.74 billion. During the same period in the prior year, the firm posted $2.69 earnings per share. 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. Analysts anticipate that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.
QUALCOMM Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Thursday, December 4th were issued a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Thursday, December 4th. QUALCOMM's dividend payout ratio is presently 72.80%.
More QUALCOMM News
Here are the key news stories impacting QUALCOMM this week:
- Positive Sentiment: Qualcomm completed its acquisition of Alphawave Semi roughly a quarter ahead of schedule — the deal adds high‑speed connectivity IP and appoints Alphawave CEO Tony Pialis to lead Qualcomm’s data‑center business, accelerating Qualcomm’s push beyond handsets into higher‑growth data‑center markets. Qualcomm Completes Acquisition of Alphawave Semi
- Positive Sentiment: Market reaction: coverage and trading show shares rose after the Alphawave deal as investors rewarded the strategic expansion into data‑center chips and connectivity IP — supporting the view of a re‑rating away from a pure handset story. Qualcomm Stock Rises After $2.4 Billion Alphawave Semi Deal
- Positive Sentiment: Recent performance: research notes and screens point to Qualcomm outperforming broader market moves recently, reflecting investor interest in its expanding end markets and improving revenue mix. Qualcomm (QCOM) Surpasses Market Returns
- Neutral Sentiment: Valuation and analyst views are mixed — commentary notes Qualcomm’s P/E is at decade highs as the market re‑rates the name; some firms remain cautious (Cantor Fitzgerald neutral) while others keep buy views and higher targets, so continued execution in 2026 will be critical to justify the multiple. Qualcomm’s Monster Rally Has a Catch—Can the Stock Keep Climbing?
- Negative Sentiment: Insider selling: EVP Ann Chaplin sold 7,180 shares (~$1.28M) earlier this week (reported), trimming her stake ~23% — insider sales can be read as profit‑taking and may create short‑term investor caution. QUALCOMM (NASDAQ:QCOM) EVP Ann Chaplin Sells 7,180 Shares
- Negative Sentiment: Another EVP, Akash J. Palkhiwala, sold 2,538 shares (~$447k) — additional insider sales add to the narrative of executives taking gains ahead of the new year. SEC filing: Insider Sale
Analyst Upgrades and Downgrades
Several equities analysts recently commented on QCOM shares. Rosenblatt Securities reaffirmed a "buy" rating and set a $225.00 price target on shares of QUALCOMM in a research report on Thursday, November 6th. Cantor Fitzgerald restated a "neutral" rating and set a $185.00 price objective on shares of QUALCOMM in a report on Tuesday. Wall Street Zen lowered QUALCOMM from a "buy" rating to a "hold" rating in a research report on Tuesday, December 9th. Susquehanna set a $210.00 price target on QUALCOMM in a research report on Thursday, November 6th. Finally, Arete Research set a $200.00 price objective on QUALCOMM in a research note on Tuesday, August 26th. 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 company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $192.94.
Read Our Latest Research Report on QCOM
Institutional Trading of QUALCOMM
A number of hedge funds and other institutional investors have recently modified their holdings of QCOM. Brighton Jones LLC lifted its position in shares of QUALCOMM by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in QUALCOMM by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock valued at $391,000 after buying an additional 340 shares in the last quarter. Erste Asset Management GmbH lifted its holdings in QUALCOMM by 6.9% during the 1st quarter. Erste Asset Management GmbH now owns 92,446 shares of the wireless technology company's stock worth $13,736,000 after buying an additional 5,982 shares during the last quarter. Capital Analysts LLC grew its position in shares of QUALCOMM by 11.5% in the 1st quarter. Capital Analysts LLC now owns 25,513 shares of the wireless technology company's stock worth $3,919,000 after acquiring an additional 2,629 shares in the last quarter. Finally, TFB Advisors LLC increased its holdings in shares of QUALCOMM by 4.1% in the 1st quarter. TFB Advisors LLC now owns 3,606 shares of the wireless technology company's stock valued at $554,000 after acquiring an additional 143 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.
QUALCOMM Company Profile
(
Get Free Report)
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.
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