AI Chip Partnership: Social media chatter has centered on Qualcomm's new multi-year agreement to supply custom AI chips for Amazon Web Services data centers, with observers noting the stock's sharp 10% surge following the announcement.
Market Momentum: Discussions highlight Qualcomm's expanding role in data center infrastructure alongside existing ties with Microsoft and Meta, as participants point to accelerating non-handset revenue growth and potential for further gains toward key resistance levels.
Investor Outlook: Sentiment remains upbeat overall, with many viewing the deal as a validation of Qualcomm's AI push and a catalyst that could drive the shares higher in coming sessions despite broader sector volatility.
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 70 times in the past 6 months. Of those trades, 0 have been purchases and 70 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 60 sales selling 15,000 shares for an estimated $2,539,962.
- HEATHER S ACE (EVP, Chief HR Officer) has made 0 purchases and 2 sales selling 6,400 shares for an estimated $1,039,552.
- PATRICIA Y GRECH (SVP, Chief Accounting Officer) has made 0 purchases and 6 sales selling 2,520 shares for an estimated $425,663.
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 $9.9B in Q3 2026. This is a decrease of -4.03% 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 6 times in the past 6 months. Of those trades, 3 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.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 1,393 institutional investors add shares of Qualcomm stock to their portfolio, and 1,656 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 23,250,203 shares (+180.9%) to their portfolio in Q2 2026, for an estimated $4,296,405,012
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 22,310,326 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,122,725,141
- BLACKROCK, INC. removed 10,864,006 shares (-10.2%) from their portfolio in Q2 2026, for an estimated $2,007,559,668
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 8,554,376 shares (-27.7%) from their portfolio in Q2 2026, for an estimated $1,580,763,141
- JPMORGAN CHASE & CO added 8,270,471 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,528,300,336
- ASPEX MANAGEMENT (HK) LTD added 6,360,236 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,175,308,010
- FRANKLIN RESOURCES INC removed 5,405,550 shares (-68.7%) from their portfolio in Q2 2026, for an estimated $998,891,584
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 20 analysts offer price targets for $QCOM in the last 6 months, with a median target of $222.5.
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
- Tom O'Malley from Barclays set a target price of $245.0 on 06/25/2026
- Atif Malik from Citigroup set a target price of $198.0 on 06/25/2026
- Timothy Arcuri from UBS set a target price of $235.0 on 06/25/2026
- Stacy Rasgon from Bernstein set a target price of $235.0 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.
