Recent discussions on X about Qualcomm (QCOM) have been buzzing with interest following the company’s latest earnings report and strategic developments in AI and automotive sectors. Many users are impressed by the strong quarterly results, noting that both revenue and earnings per share exceeded expectations, fueling optimism about the company’s growth trajectory. There’s a particular focus on Qualcomm’s push into new markets beyond smartphones, with some highlighting its ambitious targets in automotive technology as a potential game-changer.
However, not all sentiments are uniformly positive, as concerns have surfaced about potential risks, including competitive pressures and market uncertainties. Some discussions point to mixed technical indicators despite a recent stock price rally, suggesting caution among investors. The chatter reflects a dynamic range of opinions, with Qualcomm’s future moves under intense scrutiny on the platform.
Note: This discussion summary was generated from an AI condensation of post data.
Qualcomm Congressional Stock Trading
Members of Congress have traded $QCOM stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 04/08, 04/04 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 02/24 and 1 sale worth up to $50,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Qualcomm Insider Trading Activity
Qualcomm insiders have traded $QCOM stock on the open market 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months:
- AKASH J. PALKHIWALA (CFO & COO) has made 0 purchases and 36 sales selling 20,002 shares for an estimated $2,953,878.
- HEATHER S ACE (Chief Human Resources Officer) has made 0 purchases and 3 sales selling 4,800 shares for an estimated $701,408.
- NEIL MARTIN (SVP, Finance and CAO) has made 0 purchases and 2 sales selling 1,530 shares for an estimated $250,881.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualcomm Hedge Fund Activity
We have seen 1,258 institutional investors add shares of Qualcomm stock to their portfolio, and 1,421 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 58,764,593 shares (+656661.0%) to their portfolio in Q2 2025, for an estimated $9,358,849,081
- GAMMA INVESTING LLC removed 3,243,092 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $516,494,831
- AMUNDI added 3,186,524 shares (+38.2%) to their portfolio in Q2 2025, for an estimated $507,485,812
- EDGEPOINT INVESTMENT GROUP INC. removed 3,082,396 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $473,486,849
- GEODE CAPITAL MANAGEMENT, LLC removed 2,953,700 shares (-10.3%) from their portfolio in Q2 2025, for an estimated $470,406,262
- FRANKLIN RESOURCES INC removed 2,569,660 shares (-28.1%) from their portfolio in Q2 2025, for an estimated $409,244,051
- BARCLAYS PLC added 2,131,007 shares (+34.4%) to their portfolio in Q2 2025, for an estimated $339,384,174
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Qualcomm Analyst Ratings
Wall Street analysts have issued reports on $QCOM in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Rosenblatt issued a "Buy" rating on 07/31/2025
- JP Morgan issued a "Overweight" rating on 07/28/2025
- B of A Securities issued a "Buy" rating on 06/17/2025
- Susquehanna issued a "Positive" rating on 05/01/2025
- Baird issued a "Outperform" rating on 05/01/2025
- Wells Fargo issued a "Underweight" rating on 05/01/2025
To track analyst ratings and price targets for Qualcomm, check out Quiver Quantitative's $QCOM forecast page.
Qualcomm Price Targets
Multiple analysts have issued price targets for $QCOM recently. We have seen 14 analysts offer price targets for $QCOM in the last 6 months, with a median target of $172.5.
Here are some recent targets:
- Harsh Kumar from Piper Sandler set a target price of $175.0 on 07/31/2025
- Kevin Cassidy from Rosenblatt set a target price of $225.0 on 07/31/2025
- Samik Chatterjee from JP Morgan set a target price of $200.0 on 07/28/2025
- Timothy Arcuri from UBS set a target price of $165.0 on 07/21/2025
- Christopher Danely from Citigroup set a target price of $170.0 on 07/07/2025
- Tal Liani from B of A Securities set a target price of $200.0 on 06/17/2025
- Mark Lipacis from Evercore ISI Group set a target price of $157.0 on 05/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
