Recent discussions on X about Qualcomm (QCOM) have been lively, fueled by the company's latest product launches and legal developments. Many users are focusing on the unveiling of the Snapdragon 8 Elite Gen 5 platform, expressing optimism about its potential to strengthen Qualcomm’s position in the smartphone and PC markets. There’s also chatter about a significant legal victory over a licensing dispute, with some speculating it could clear the path for innovation and growth.
However, not all sentiments are uniformly positive, as concerns linger about competitive pressures and slowing growth in the smartphone chip sector. Posts on X highlight fears that major players developing in-house chips could challenge Qualcomm’s market share over time. The mix of excitement and caution paints a complex picture of investor and enthusiast perspectives on the stock’s future.
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 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 has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/05, 04/08 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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 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 30 sales selling 18,217 shares for an estimated $2,718,131.
- 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 1,235 institutional investors add shares of Qualcomm stock to their portfolio, and 1,282 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 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 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
- Baird issued a "Outperform" rating on 05/01/2025
- Wells Fargo issued a "Underweight" 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.
