AI Strategy Focus: Social media chatter highlights Qualcomm's push into artificial intelligence infrastructure, including advanced talks for acquiring software firm Modular and a major deal with ByteDance. Analysts note the company's data-center ambitions as a potential multi-year shift away from traditional handset royalties.
Analyst Commentary: Recent investor updates have drawn mixed reactions, with some firms raising price targets while others flag risks from smartphone market weakness. Discussions emphasize volatility tied to unconfirmed reports on chip usage in other devices.
Market Comparisons: Participants compare Qualcomm's position to past semiconductor leaders, underscoring underappreciated optionality in physical AI and inference applications amid broader sector strength.
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 56 times in the past 6 months. Of those trades, 0 have been purchases and 56 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 2 sales selling 20,000 shares for an estimated $3,650,000.
- AKASH J. PALKHIWALA (EVP, CFO & COO) has made 0 purchases and 48 sales selling 13,333 shares for an estimated $2,138,588.
- HEATHER S ACE (EVP, Chief HR Officer) has made 0 purchases and 2 sales selling 6,400 shares for an estimated $1,007,424.
- PATRICIA Y GRECH (SVP, Chief Accounting Officer) has made 0 purchases and 4 sales selling 1,687 shares for an estimated $288,522.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Qualcomm Revenue
Qualcomm had revenues of $10.6B in Q2 2026. This is a decrease of -3.46% from the same period in the prior year.
You can track QCOM financials on Quiver Quantitative's QCOM stock page.
You can access data on QCOM stock through the Quiver Quantitative API.
Qualcomm Congressional Stock Trading
Members of Congress have traded $QCOM stock 5 times in the past 6 months. Of those trades, 2 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 MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/13 and 0 sales.
- REPRESENTATIVE SARA JACOBS has traded it 2 times. They made 0 purchases and 2 sales worth up to $2,000,000 on 05/07, 05/06.
- REPRESENTATIVE JARED MOSKOWITZ sold up to $50,000 on 03/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Qualcomm Hedge Fund Activity
We have seen 1,045 institutional investors add shares of Qualcomm stock to their portfolio, and 1,521 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 24,234,489 shares (+365.5%) to their portfolio in Q1 2026, for an estimated $3,070,269,834
- WELLINGTON MANAGEMENT GROUP LLP removed 8,375,140 shares (-50.1%) from their portfolio in Q1 2026, for an estimated $1,061,047,324
- BLACKROCK, INC. added 5,875,924 shares (+5.9%) to their portfolio in Q1 2026, for an estimated $744,421,399
- AMERIPRISE FINANCIAL INC removed 3,804,877 shares (-38.6%) from their portfolio in Q1 2026, for an estimated $482,040,247
- VAN ECK ASSOCIATES CORP added 3,671,788 shares (+35.5%) to their portfolio in Q1 2026, for an estimated $465,179,188
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,294,195 shares (-30.4%) from their portfolio in Q1 2026, for an estimated $417,341,893
- AMUNDI removed 2,673,228 shares (-33.7%) from their portfolio in Q1 2026, for an estimated $338,671,522
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Qualcomm Analyst Ratings
Wall Street analysts have issued reports on $QCOM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 04/30/2026
- Benchmark issued a "Buy" rating on 04/30/2026
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 22 analysts offer price targets for $QCOM in the last 6 months, with a median target of $215.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $210.0 on 06/29/2026
- Joseph Moore from Morgan Stanley set a target price of $231.0 on 06/25/2026
- Christopher Rolland from Susquehanna set a target price of $190.0 on 06/25/2026
- Kevin Cassidy from Rosenblatt set a target price of $265.0 on 06/25/2026
- Aaron Rakers from Wells Fargo set a target price of $265.0 on 06/25/2026
- Srini Pajjuri from RBC Capital set a target price of $250.0 on 06/25/2026
- Joshua Buchalter from TD Cowen set a target price of $200.0 on 06/25/2026
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.
