Recent discussions on X about Qualcomm (QCOM) have been buzzing with reactions to the company’s rumored interest in a potential takeover of a major chipmaker, as well as its latest strategic moves in AI and automotive sectors. Posts on the platform reflect a keen interest in how such a deal, though reportedly no longer pursued, could have reshaped the semiconductor landscape. Many users are also highlighting Qualcomm’s strong quarterly performance, with revenue and earnings beating expectations, fueling debates about its growth trajectory.
However, not all chatter is positive, as some express concerns over competitive pressures and the company’s reliance on specific production partners for its chips. There’s a notable focus on comments from Qualcomm’s leadership about the inadequacy of certain potential suppliers, which has sparked further speculation about future partnerships. The dynamic mix of optimism and caution keeps the conversation around QCOM lively and multifaceted.
Note: This discussion summary was generated from an AI condensation of post data.
Qualcomm Congressional Stock Trading
Members of Congress have traded $QCOM stock 7 times in the past 6 months. Of those trades, 4 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 sold 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 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 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 33 sales selling 19,998 shares for an estimated $2,953,393.
- 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 1,577 shares for an estimated $243,270.
- PATRICIA Y GRECH (SVP & CAO) sold 236 shares for an estimated $37,372
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualcomm Hedge Fund Activity
We have seen 1,266 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:
- Rosenblatt issued a "Buy" rating on 07/31/2025
- 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
- Baird issued a "Outperform" rating on 05/01/2025
- Benchmark issued a "Buy" rating on 05/01/2025
- Susquehanna issued a "Positive" 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.
