AI Chip Announcement Sparks Surge: Qualcomm's stock has seen a significant jump recently, with discussions on X buzzing around the unveiling of new AI data center chips, the AI200 and AI250, aimed at competing with industry giants. Many are impressed by the reported 15% stock surge following the news, viewing it as a bold step into a high-growth sector. The excitement is tempered by some skepticism about the chips' lower-end specs and delayed launch timeline.
Strategic Moves and Mixed Reactions: Beyond the AI chip news, X conversations highlight Qualcomm's broader strategic plays, including potential expansions into physical AI and IoT, which some see as promising for long-term growth. However, there are concerns about competitive pressures and whether the recent stock momentum can sustain. The chatter reflects a divide between optimism for innovation and caution over execution risks.
Note: This discussion summary was generated from an AI condensation of post data.
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 Insider Trading Activity
Qualcomm insiders have traded $QCOM stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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.
- HEATHER S ACE (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 3,200 shares for an estimated $454,624.
- NEIL MARTIN (SVP, Finance and CAO) has made 0 purchases and 2 sales selling 1,577 shares for an estimated $243,270.
- 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 Hedge Fund Activity
We have seen 1,222 institutional investors add shares of Qualcomm stock to their portfolio, and 1,320 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 8 analysts offer price targets for $QCOM in the last 6 months, with a median target of $187.5.
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.
