Recent discussions on X about Qualcomm (QCOM) have centered around the company's latest earnings report and strategic moves in the AI and data center sectors. Posts on the platform highlight strong quarterly results, with revenue and earnings per share surpassing expectations, sparking conversations about the firm's robust performance. However, concerns linger over potential risks, such as the loss of a significant modem contract with a major tech giant and exposure to tariff uncertainties.
Additionally, there’s notable buzz about Qualcomm's push into new markets, including partnerships for data center chips and innovations in smart glasses and automotive segments. Many users are intrigued by the company’s diversification efforts, particularly in AI-related technologies, though some express caution about its heavy reliance on premium smartphone chips. The dialogue reflects a mix of optimism for future growth and wariness of competitive and geopolitical challenges.
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, 5 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 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 has traded it 2 times. They made 1 purchase worth up to $50,000 on 02/24 and 1 sale worth 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 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months:
- ALEXANDER H ROGERS (President QTL & Global Affairs) has made 0 purchases and 2 sales selling 19,287 shares for an estimated $3,275,552.
- AKASH J. PALKHIWALA (CFO & COO) has made 0 purchases and 35 sales selling 19,669 shares for an estimated $2,969,664.
- HEATHER S ACE (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 3,200 shares for an estimated $467,168.
- NEIL MARTIN (SVP, Finance and CAO) has made 0 purchases and 2 sales selling 1,530 shares for an estimated $250,881.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualcomm Hedge Fund Activity
We have seen 1,299 institutional investors add shares of Qualcomm stock to their portfolio, and 1,258 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
- AMUNDI removed 6,232,959 shares (-42.8%) from their portfolio in Q1 2025, for an estimated $957,444,831
- WELLINGTON MANAGEMENT GROUP LLP removed 5,201,085 shares (-54.4%) from their portfolio in Q1 2025, for an estimated $798,938,666
- BLACKROCK, INC. added 3,585,707 shares (+3.7%) to their portfolio in Q1 2025, for an estimated $550,800,452
- GAMMA INVESTING LLC removed 3,243,092 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $516,494,831
- EDGEPOINT INVESTMENT GROUP INC. removed 3,082,396 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $473,486,849
- TIGER GLOBAL MANAGEMENT LLC removed 1,857,700 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $285,361,297
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:
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Rosenblatt issued a "Buy" 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
- Susquehanna issued a "Positive" rating on 05/01/2025
- Wells Fargo issued a "Underweight" rating on 05/01/2025
- Baird issued a "Outperform" 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.
