AI Chip Surge: Qualcomm (QCOM) has sparked intense discussion on X recently due to the unveiling of its new AI data center chips, the AI200 and AI250, aimed at competing with industry giants. Many users are excited about the reported stock surge of over 15% following the announcement, seeing it as a bold move into the AI and edge computing space. There’s a sense of optimism about Qualcomm’s potential to diversify beyond mobile chips.
Earnings Anticipation: Upcoming earnings on November 5 have also fueled chatter on X, with posts highlighting Qualcomm’s recent beats on revenue and EPS expectations. Some discussions point to a $15 billion share buyback program as a sign of confidence from management. However, a few voices remain cautious, citing competitive pressures in the AI chip market as a lingering concern.
Strategic Moves: Beyond AI, X users are talking about Qualcomm’s broader strategic plays, including partnerships in physical AI and IoT sectors. There’s intrigue around how these moves could position the company for long-term growth in robotics and autonomy. The conversation reflects a mix of curiosity and speculation about Qualcomm’s evolving role in tech.
Note: This discussion summary was generated from an AI condensation of post data.
Qualcomm Insider Trading Activity
Qualcomm insiders have traded $QCOM stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months:
- CRISTIANO R AMON (President & CEO) has made 0 purchases and 3 sales selling 150,000 shares for an estimated $24,833,982.
- AKASH J. PALKHIWALA (CFO & COO) has made 0 purchases and 22 sales selling 25,000 shares for an estimated $3,890,931.
- NEIL MARTIN (SVP, Finance and CAO) has made 0 purchases and 2 sales selling 1,577 shares for an estimated $243,270.
- HEATHER S ACE (Chief Human Resources Officer) sold 1,600 shares for an estimated $234,240
- PATRICIA Y GRECH (SVP & CAO) has made 0 purchases and 3 sales selling 710 shares for an estimated $115,610.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualcomm Congressional Stock Trading
Members of Congress have traded $QCOM stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 09/10.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Qualcomm Hedge Fund Activity
We have seen 1,223 institutional investors add shares of Qualcomm stock to their portfolio, and 1,344 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 58,767,644 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $9,776,585,255
- AMUNDI added 3,186,524 shares (+38.2%) to their portfolio in Q2 2025, for an estimated $507,485,812
- 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
- JACOBS LEVY EQUITY MANAGEMENT, INC added 1,952,381 shares (+507.6%) to their portfolio in Q2 2025, for an estimated $310,936,198
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,879,152 shares (+18.0%) to their portfolio in Q2 2025, for an estimated $299,273,747
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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 10/28/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Piper Sandler issued a "Overweight" 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
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 7 analysts offer price targets for $QCOM in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $225.0 on 10/28/2025
- Christopher Danely from Citigroup set a target price of $175.0 on 10/28/2025
- Timothy Arcuri from UBS set a target price of $175.0 on 10/27/2025
- Christopher Rolland from Susquehanna set a target price of $200.0 on 10/22/2025
- Harsh Kumar from Piper Sandler set a target price of $175.0 on 07/31/2025
- Samik Chatterjee from JP Morgan set a target price of $200.0 on 07/28/2025
- Tal Liani from B of A Securities set a target price of $200.0 on 06/17/2025
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.
