Qualcomm Incorporated $QCOM Holdings Boosted by Cwm LLC

Cwm LLC boosted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 5.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 206,117 shares of the wireless technology company’s stock after purchasing an additional 9,958 shares during the period. Cwm LLC’s holdings in Qualcomm were worth $35,256,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Inscription Capital LLC grew its holdings in shares of Qualcomm by 58.1% during the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock valued at $2,172,000 after acquiring an additional 4,799 shares in the last quarter. Savvy Advisors Inc. grew its holdings in shares of Qualcomm by 43.3% during the 4th quarter. Savvy Advisors Inc. now owns 19,102 shares of the wireless technology company’s stock valued at $3,267,000 after acquiring an additional 5,776 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Qualcomm by 1.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock valued at $167,082,000 after acquiring an additional 16,738 shares in the last quarter. Simplify Asset Management Inc. purchased a new position in shares of Qualcomm during the 3rd quarter valued at $725,000. Finally, First National Trust Co grew its holdings in shares of Qualcomm by 9.4% during the 3rd quarter. First National Trust Co now owns 57,687 shares of the wireless technology company’s stock valued at $9,597,000 after acquiring an additional 4,976 shares in the last quarter. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

QCOM has been the subject of a number of recent research reports. Susquehanna cut shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price objective for the company. in a report on Thursday, February 5th. Robert W. Baird set a $177.00 price objective on shares of Qualcomm in a report on Thursday, February 5th. Evercore decreased their price objective on shares of Qualcomm from $157.00 to $134.00 and set an “in-line” rating for the company in a report on Thursday, February 5th. Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and upped their price objective for the stock from $135.00 to $185.00 in a report on Tuesday, February 24th. Finally, DZ Bank upgraded shares of Qualcomm to a “strong-buy” rating in a report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $161.73.

Qualcomm Trading Up 1.1%

Shares of NASDAQ:QCOM opened at $134.47 on Friday. The stock has a market capitalization of $143.48 billion, a PE ratio of 27.78 and a beta of 1.28. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $205.95. The firm has a fifty day moving average price of $134.50 and a 200 day moving average price of $156.67. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64.

Qualcomm (NASDAQ:QCOM) last released its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The firm had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.16 billion. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. The business’s revenue was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts expect that Qualcomm Incorporated will post 9.39 EPS for the current fiscal year.

Qualcomm declared that its board has authorized a share buyback program on Tuesday, March 17th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the wireless technology company to buy up to 14.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insiders Place Their Bets

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. The trade was a 16.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $137.65, for a total transaction of $458,787.45. Following the transaction, the executive vice president directly owned 35,599 shares of the company’s stock, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 9,118 shares of company stock valued at $1,233,705. Company insiders own 0.05% of the company’s stock.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is pushing deeper into automotive AI and chips with a direct investment in UK self‑driving startup Wayve and a deeper collaboration with Bosch to build vehicle compute platforms targeting initial products around 2028 — this supports a longer‑term growth story beyond smartphones. Qualcomm’s Automotive Push Adds New Layer To QCOM Investment Story
• Neutral Sentiment: Qualcomm will report fiscal Q2 2026 results on April 29 (after the close), an event that could drive short‑term volatility as investors reassess guidance and chip demand trends. Qualcomm Schedules Second Quarter Fiscal 2026 Earnings Release and Conference Call
• Neutral Sentiment: Market commentary outlines both bull and bear cases: valuation and diversification into automotive are positives, while recent share weakness and cyclical industry headwinds are risks — useful context but not a direct catalyst. Qualcomm Stock Price Prediction: Bull and Bear Case
• Negative Sentiment: JPMorgan cut Qualcomm from Overweight to Neutral and placed it on a “negative catalyst watch,” lowering the price target from $185 to $140 — a clear near‑term headwind that signals the bank sees limited upside versus current levels. JPMorgan Downgrades Qualcomm and Puts It on Negative Watch
• Negative Sentiment: Analyst and media commentary (e.g., The Motley Fool) highlights semiconductor industry headwinds weighing on Qualcomm’s near‑term growth — reinforcing caution among investors focused on cyclical demand. Could Qualcomm Stock be One of the Best Semiconductor Stocks to Buy Today?

Qualcomm Profile

Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.