2025-07-12 AI Summary: Qualcomm is reportedly developing a new Snapdragon wearables chip, codenamed SW6100, which could significantly improve the performance and efficiency of future Wear OS smartwatches. The development is currently in the testing phase, with the Android Authority team identifying evidence of the project, utilizing the motherboard number SW6100 and the internal codename Aspen. The commercial name for this chip is currently unknown, but potential names include Snapdragon W5 Gen 2 or W6 Gen 1. The current generation of Snapdragon Wear chips, while capable, sometimes leaves users desiring greater responsiveness and longevity.
A key upgrade promised by the SW6100 is support for LPDDR5X RAM, a faster and more energy-efficient standard compared to the LPDDR4 used in the current W5 Gen 1 chips. Furthermore, Qualcomm is exploring the inclusion of a QCC6100 coprocessor, mirroring a dual-processor design seen in smartwatches from OnePlus and OPPO – one ultra-low-power processor for core functions and another for more demanding tasks. This approach aims to maximize battery life. The project is currently being tested by Qualcomm.
The article highlights the potential for a new generation of Wear OS smartwatches, emphasizing the anticipated improvements in speed, efficiency, and overall user experience. The shift to LPDDR5X RAM and the potential dual-processor architecture represent substantial advancements. The article doesn’t provide specific performance metrics or timelines for the chip’s release. It focuses on the underlying technological developments and their potential impact.
The overall sentiment expressed in the article is moderately positive, reflecting anticipation for future improvements in Wear OS smartwatch technology. The focus on advancements and potential benefits contributes to a hopeful outlook.
Overall Sentiment: +6
2025-07-11 AI Summary: SteelPeak Wealth LLC significantly increased its holdings in Qualcomm Incorporated (QCOM) during the first quarter, demonstrating increased investor confidence in the company. The firm boosted its stake by 147.1%, accumulating 143,239 shares, representing approximately 0.9% of its total holdings. This increase was driven by additional purchases of 85,270 shares. Several other hedge funds also modified their Qualcomm positions. Brighton Jones LLC increased its holdings by 116.6%, acquiring 17,356 shares, while Revolve Wealth Partners LLC increased its holdings by 15.4%, adding 2,542 shares. Proficio Capital Partners LLC and PFG Advisors also increased their stakes by 50.1% and 11.5%, respectively. Sequoia Financial Advisors LLC added 4.2% to its holdings. A total of 74.35% of Qualcomm's stock is currently owned by hedge funds and institutional investors.
Analyst sentiment towards Qualcomm is mixed. Cantor Fitzgerald restated a "neutral" rating and set a $150.00 price objective, while TD Cowen decreased its target price to $160.00 and maintained a "buy" rating. Robert W. Baird lowered its target price to $216.00 with an "outperform" rating, and Bank of America maintained a "buy" rating with a target of $200.00. Benchmark also lowered its target to $200.00. Overall, sixteen analysts rate Qualcomm as "hold," and twelve as "buy." The consensus rating is "Hold," with an average target price of $186.39.
Insider transactions also reflect increased confidence. Inc/De Qualcomm sold 412,500 shares at an average price of $16.00, generating $6.6 million. Heather S. Ace sold 1,600 shares at $137.74, for a value of $220,384.00. Over the past three months, company insiders have sold a total of 424,099 shares, representing a 6.56% decrease in their ownership. Qualcomm’s stock closed at $159.09 on Friday, with a one-year low of $120.80 and a one-year high of $211.09. The company has a debt-to-equity ratio of 0.48, a quick ratio of 2.08, and a current ratio of 2.73. Key financial metrics include a market capitalization of $174.68 billion, a P/E ratio of 16.20, a P/E/G ratio of 2.06, and a beta of 1.26. Qualcomm reported $2.85 EPS for the latest quarter, beating analyst expectations by $0.03, and revenue of $10.98 billion, exceeding the consensus estimate of $10.58 billion. The company’s revenue increased by 17.0% compared to the same quarter last year.
Overall Sentiment: +3
2025-07-11 AI Summary: Samsung, Google, and Qualcomm are collaborating to shift the focus of mobile artificial intelligence from simply “AI for AI’s sake” to a strategy centered around “Ambient Intelligence.” This approach prioritizes AI that anticipates user needs and works subtly in the background to create a more effortless experience. The core concept is to move beyond gimmicky AI features and instead deliver genuinely assistive technology.
The companies are aiming for a significant expansion of Galaxy AI integration, projecting to reach 400 million devices by the end of 2025, up from 200 million. This expansion will involve seamless integration across various form factors, leveraging partnerships with Google and Qualcomm. A key element of this strategy is multimodality – the ability for AI to understand and respond to data from multiple sources, including text, vision, and voice. Jisun Park (Samsung), Mindy Brooks (Google), and Vinesh Sukumar (Qualcomm) emphasized that AI should not just respond to prompts but proactively assist users with tasks like managing notifications, organizing groceries, and completing lengthy forms, effectively handling “digital laundry.” Samsung’s research indicates that 60% of users desire AI that anticipates their needs without explicit requests.
Privacy remains a critical consideration, with all three executives stressing the importance of user data and personalization. Dr. Sukumar highlighted that privacy and personalization are not mutually exclusive and that respecting user boundaries is paramount. The companies are committed to transparency and collaboration with partners to ensure responsible AI development. The integration of AI is intended to feel “second nature,” exemplified by the close collaboration between Samsung and Google on Galaxy AI features, utilizing Gemini to provide personalized responses within first-party Samsung apps.
The overall sentiment expressed in the article is a cautiously optimistic +3.
Overall Sentiment: +3
2025-07-11 AI Summary: Qualcomm is reportedly developing a new Wear OS chip, codenamed “Aspen,” which is currently in the early testing phase. This chip, internally referred to as SW6100, is expected to significantly boost Wear OS devices. The development follows previous disappointments with Qualcomm’s Wear OS chips, specifically the Snapdragon W5 Gen 1 and W5 Plus Gen 1, which provided a roughly 50% battery life improvement using a 4nm process. The new chip is slated for potential release in 2026.
The Aspen chip is designed with a 1+4 core setup, utilizing one Arm Cortex-A78 core alongside four Arm Cortex-A55 cores. It’s expected to employ a TSMC node and feature a RAM controller upgrade, supporting LPDDR5X for enhanced battery life. Qualcomm is also exploring the use of its Oryon cores, previously considered for flagship phone SoCs, for this wearable chip, though the extent to which it will be incorporated remains uncertain. Dino Bekis, Qualcomm’s VP & GM of Wearables, stated that the next chip will be “feature-focused,” potentially incorporating AI and PC-like functionalities, but acknowledged the need for further development. The chip’s architecture is intended to build upon the improvements seen with the previous generation, potentially utilizing a 3nm process for increased efficiency.
Internal discussions involve considering RISC-V cores, a technology Qualcomm has been investigating. Android Authority speculates that the chip could be called the Snapdragon W5 Gen 2 or another designation. The development is driven by a desire to address past shortcomings and elevate the Wear OS experience. The article highlights the ongoing process of evaluating different core technologies and architectural approaches to achieve optimal performance and battery life.
The article emphasizes that this development is part of a longer-term strategy to revitalize Qualcomm’s presence in the wearable market. The focus is on creating a more compelling and feature-rich Wear OS experience, potentially leveraging advancements in AI and connectivity. The timeline for release is projected to be 2026, reflecting a commitment to thorough development and refinement.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm is developing a new chipset specifically designed for smartwatches, codenamed Aspen and identified as SW6100. This represents a successor to the Snapdragon Wear W5 (SW5100), which was unveiled in 2022. The new chip is notable for being entirely bespoke, diverging from previous Qualcomm designs. It will utilize TSMC for manufacturing. The core architecture consists of one Cortex-A78 core and four Cortex-A55 cores, alongside support for LPDDR5X RAM – a significant upgrade from the four Cortex-A53 cores found in the W5. The article suggests a focus on performance improvements. The timing of the release is currently uncertain, with a potential announcement at Qualcomm’s annual Snapdragon summit in September, leading to anticipated smartwatch availability in early 2026.
The article highlights the connection between Qualcomm’s new chipset and Samsung’s Exynos W1000, noting the similar Cortex-A78 and Cortex-A55 core configuration. This comparison suggests a potential competitive landscape, with Qualcomm aiming to deliver a comparable, or potentially superior, performance level. The article doesn’t detail specific performance metrics or features beyond the core architecture and manufacturing process. It simply states the intention is to create a more powerful smartwatch chipset.
The article doesn’t provide specific details regarding the development timeline, marketing strategies, or potential partnerships. It primarily focuses on the technical specifications of the new chipset and its relationship to existing products. The mention of the Snapdragon summit as a potential announcement venue indicates a planned public unveiling of the technology. The anticipated timeframe for smartwatch availability in early 2026 is based on this announcement date.
The article presents a largely factual account of Qualcomm’s chipset development, primarily driven by the need for a successor to the existing Snapdragon Wear W5. It’s a descriptive piece outlining the technical aspects and anticipated timeline, without delving into broader market analysis or strategic implications beyond the immediate product development cycle.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm is reportedly developing a significantly more powerful processor for smartwatches, marking a shift in the company’s approach to the wearable market. The article details the development of the SW6100 chip, internally referred to as Aspen, which is expected to replace Qualcomm’s existing Snapdragon W5 Gen 1 and W5+ Gen 1 processors. Currently, the W5 Gen 1 is utilized in devices like the OneWatch Plus 3. The new processor is slated for manufacturing using TSMC’s technology, although the specific process is currently undisclosed. Key improvements are anticipated, including support for LPDDR5X memory, which will enhance energy efficiency compared to the LPDDR4 found in the W5 Gen 1.
The SW6100’s CPU configuration represents a substantial upgrade. It will incorporate one Arm Cortex-A78 core and four Arm Cortex-A55 cores – a notable advancement from the W5 Gen 1’s use of Cortex-A53 cores, which were introduced in 2012. This architectural change is expected to deliver a noticeable performance boost. Internal testing is currently underway, and a release as early as 2026 is tentatively projected, contingent on successful testing and production scaling. Details regarding the coprocessor, the QCC6100, remain unclear at this time.
The article highlights Qualcomm’s renewed interest in the smartwatch sector, previously a relatively minor focus for the company. The move to a more powerful processor, coupled with advancements in memory technology, suggests a strategic effort to compete more effectively with other wearable technology providers. The projected timeline indicates a deliberate, phased approach to integrating the new processor into future smartwatch devices.
The article does not delve into specific market strategies or competitive pressures, but rather focuses on the technical specifications and anticipated timeline of the SW6100 processor. It primarily presents information derived from internal Qualcomm development and testing.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm is hosting its inaugural Snapdragon XR Day in New Delhi, India on July 21st, as part of a month-long initiative called Snapdragon for India. This event marks a significant strategic move by Qualcomm, shifting its focus beyond traditional smartphone markets and into the burgeoning field of spatial computing. The core purpose of the event is to raise awareness of this technology among developers, device manufacturers, and consumers, positioning Qualcomm as a key player in India’s XR revolution.
The Snapdragon XR Day will showcase practical applications of spatial computing across several sectors, including education, fitness, health, and entertainment. Qualcomm is actively fostering an ecosystem by bringing together developers, OEMs, and partners to facilitate collaboration and the development of prototypes and pilot programs. The company’s existing expertise in wearable, automotive, and smartphone technologies is being leveraged to drive innovation in this new area. In conjunction with the XR Day, Qualcomm is also hosting Snapdragon Auto Day on July 30th, focusing on advancements in automotive technology and their integration with connected mobility solutions. This dual event strategy demonstrates Qualcomm’s commitment to establishing a comprehensive presence within India’s technological landscape. The company aims to subtly integrate XR into the country’s digital future, rather than pursuing an overtly ostentatious approach.
Qualcomm’s dominance in the Android ecosystem, particularly through its Snapdragon CPUs powering the majority of high-end smartphones and increasingly XR devices, provides a strong foundation for its expansion into spatial computing. The XR Day is designed to nurture an environment conducive to innovation by encouraging the development of collaborative projects and the creation of tangible applications. The event’s success will be measured by the level of engagement and the emergence of new partnerships within the XR ecosystem. Qualcomm’s strategy is rooted in a belief that a gradual, internal integration of XR technology will be more effective than a rapid, disruptive approach.
The article does not contain any direct quotes.
Overall Sentiment: 6
2025-07-11 AI Summary: Qualcomm is reportedly developing a successor to its Snapdragon W5 Gen 1 smartwatch chipset, codenamed Aspen (SW6100). The article highlights a slower pace of chipset development for smartwatches compared to the laptop, smartphone, and tablet markets, citing examples of Samsung and Apple maintaining similar chipset designs across multiple generations. Qualcomm’s approach has historically been more relaxed. The Aspen project is expected to eventually materialize as the Snapdragon W6 Gen 1.
The SW6100 is being developed on an unspecified TSMC node and will utilize LPDDR5X RAM. It will feature a new QCC6100 coprocessor. Crucially, the chipset will incorporate a single ARM Cortex-A78 CPU core alongside four Cortex-A55 cores – a significant shift from the Snapdragon W5 Gen 1, which utilizes a combination of Cortex-A53 and Cortex-A78 cores. According to the article, this architectural change is projected to yield nearly a 2x performance improvement compared to the existing chipset, using the Exynos W1000 as a benchmark. Specific performance metrics or benchmarks were not detailed within the provided text.
The article emphasizes the ongoing development process, noting that details beyond the core architecture remain currently unknown. It frames the development as a continuation of Qualcomm’s strategy of a more measured approach to smartwatch chipset innovation, contrasting it with the more consistent updates seen in other device categories. The article does not delve into potential release dates or specific features of the W6 Gen 1.
The article’s tone is primarily descriptive and informative, focusing on the technical specifications and anticipated performance gains of the new chipset. It presents the development as a logical progression within Qualcomm’s existing strategy. There is no explicit expression of optimism or concern; the information is presented as a factual account of ongoing development.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm (QCOM) experienced a larger-than-expected decline in its stock price on July 11, 2025, closing at $157.46, lagging behind the S&P 500’s 0.33% loss and the Dow’s 0.63% decrease. Despite a 0.25% rise over the past month, QCOM’s performance trailed the Computer and Technology sector’s 5.24% gain and the S&P 500’s 4.07% increase. The company is scheduled to release its earnings report on July 30, 2025, with analysts projecting earnings of $2.68 per share, representing year-over-year growth of 15.02%. Revenue is expected to reach $10.35 billion, a 10.24% increase compared to the same quarter last year. Full-year estimates forecast earnings of $11.71 per share and revenue of $43.54 billion, reflecting year-over-year growth of +14.58% and +11.76%, respectively.
Recent modifications to analyst estimates for Qualcomm are significant, as these revisions often reflect changing near-term business trends. The Zacks Rank system, developed to capitalize on this phenomenon, currently assigns QCOM a Zacks Rank of #3 (Hold). This system utilizes estimate changes to provide a clear, actionable rating model, with #1 stocks historically delivering an average annual return of +25% since 1988. The consensus EPS estimate has remained steady over the past month. Valuation metrics also provide context: QCOM has a Forward P/E ratio of 13.59, which is a discount relative to the industry average Forward P/E of 28.55. Furthermore, the PEG ratio is 1.66, mirroring the P/E ratio but incorporating expected earnings growth. The Electronics - Semiconductors industry, part of the Computer and Technology sector, currently holds a Zacks Industry Rank of 87, placing it in the top 36% of all industries.
Analysts are closely watching these estimates due to their correlation with impending stock price performance. The article highlights that the Zacks Rank system leverages these estimate changes to generate a predictive rating. The current valuation metrics – P/E and PEG ratios – suggest a relative discount compared to the industry average. The industry’s overall Zacks Industry Rank indicates a strong position within the broader technology landscape.
The article emphasizes the importance of considering these valuation metrics and industry rankings alongside earnings expectations. It suggests that changes in analyst estimates are key indicators of future stock performance, supported by the established track record of the Zacks Rank system.
Overall Sentiment: +3
2025-07-11 AI Summary: Qualcomm ($QCOM) is participating in a settlement involving claims of anti-competitive practices and weak financial reporting controls. The company has agreed to pay $75 million to investors. This settlement presents an opportunity for investors to recover some of their losses. The claim period encompassed purchases between February 1, 2012, and January 20, 2017. Investors who held Qualcomm stock during this timeframe are eligible to participate, regardless of whether they sold their securities.
The potential payout amount varies depending on the number of claims filed. If 100% of investors file claims, the average payout would be $0.07 per share. However, typically only 25% of investors file claims, leading to an estimated average recovery of $0.28 per share. The process typically takes 4 to 9 months after the claim deadline. Early filing of claims is encouraged as it could increase an investor’s share of the overall settlement funds. Previous settlements have seen investors receive payouts up to 200% of their losses. Currently, over 100 companies are involved in similar settlement proceedings. Investors are advised to connect their portfolios to automatically identify potential missed cases or to file claims manually for this specific Qualcomm settlement.
The settlement stems from allegations of anti-competitive behavior and inadequate financial reporting. While the specific details of these allegations are not elaborated upon in the article, the agreement signifies a resolution to these concerns. The article highlights the potential for individual investors to benefit from this settlement, emphasizing the importance of timely claim filing. The timeline for receiving payouts is estimated to be between 4 and 9 months following the claim deadline.
The article does not provide specific details regarding the nature of the anti-competitive practices or the weaknesses in financial reporting. It focuses primarily on the settlement terms, eligibility criteria, potential payouts, and the process for investors to participate.
Overall Sentiment: +3
2025-07-11 AI Summary: Xponance Inc. reduced its holdings in QUALCOMM Incorporated (QCOM) during the first quarter, selling 4,765 shares, resulting in a 1.7% decrease in its stake. As of the filing, Xponance owned 281,987 shares, representing approximately 0.4% of the company’s total holdings, valued at $43,316,000. Several other institutional investors also adjusted their QCOM positions. Eagle Strategies LLC increased its holdings by 4.3% with 59 additional shares, valued at $219,000. Clark Capital Management Group Inc. grew its stake by 3.6% with 59 shares, valued at $264,000. PDS Planning Inc. increased its holdings by 1.6% with 64 shares, valued at $631,000. Cassady Schiller Wealth Management LLC lifted its position by 15.8% with 65 shares, valued at $73,000. Umpqua Bank grew its position by 4.2% with 67 shares, valued at $264,000. A total of 424,099 shares of company stock were sold by insiders during the last quarter, representing a value of $8,310,735. CFO Akash J. Palkhiwala sold 3,333 shares on July 2nd at an average price of $161.28, resulting in a $537,546.24 transaction, decreasing his stake by 6.70%. Heather S. Ace sold 1,600 shares on May 2nd at an average price of $137.74, for a total value of $220,384.00. Analyst ratings for QCOM are mixed: Cantor Fitzgerald issued a "neutral" rating with a $150.00 price target, JPMorgan Chase & Co. reiterated an "overweight" rating and $185.00 target, Loop Capital lowered its target to $155.00, Rosenblatt reaffirmed a "buy" rating with a $225.00 target, and TD Cowen decreased its target to $160.00. The consensus rating is "Hold" with a target price of $186.39. QCOM opened at $159.09, has a market capitalization of $174.68 billion, a P/E ratio of 16.20, a P/E/G ratio of 2.06, and a beta of 1.26. The company’s debt-to-equity ratio is 0.48, its current ratio is 2.73, and its quick ratio is 2.08. The fifty-day moving average price is $152.48, and the two-hundred day moving average price is $155.07. QCOM’s fifty-two week low is $120.80, and its fifty-two week high is $211.09. The company reports an EPS of $2.85 for the quarter, exceeding the consensus estimate by $0.03, and revenue of $10.98 billion, also exceeding the consensus estimate. QCOM operates in three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The article also highlights that 74.35% of the stock is owned by hedge funds and other institutional investors.
Overall Sentiment: 0
2025-07-11 AI Summary: Robeco Schweiz AG reduced its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 1.0% in the first quarter, selling 1,900 shares, resulting in a $29.615 million position at the end of the reporting period. The article highlights a series of recent trading activity by various institutional investors and hedge funds related to QUALCOMM. Banque Transatlantique SA purchased a new position valued at approximately $26,000, Atlantic Edge Private Wealth Management LLC increased its holdings by 70.0% (buying 70 shares worth $26,000), WFA Asset Management Corp bought a new position for $27,000, Sunbeam Capital Management LLC acquired shares valued at $29,000, and Mascagni Wealth Management Inc. purchased shares worth $30,000. Overall, hedge funds and institutional investors own 74.35% of the company's stock. Several research analysts have issued ratings on QUALCOMM. Loop Capital lowered their price target from $180.00 to $155.00 and assigned a "hold" rating. Bank of America reduced its target from $245.00 to $200.00 with a "buy" rating. Susquehanna cut its price target to $190.00 with a "positive" rating. Rosenblatt Securities reaffirmed a "buy" rating at $225.00, and Benchmark lowered its target to $200.00 with a "buy" rating. Insider Heather S. Ace sold 1,600 shares at an average price of $137.74, resulting in a $220,384.00 transaction and a 6.56% decrease in her ownership. Major shareholder Inc/De Qualcomm sold 412,500 shares at $16.00, generating $6,600,000.00. Insiders sold a total of 424,099 shares valued at $8,310,735 over the last quarter. QUALCOMM’s stock opened at $159.09, has a market capitalization of $174.68 billion, a P/E ratio of 16.20, a P/E/G ratio of 2.06, and a beta of 1.26. Key financial metrics include a fifty-day simple moving average of $152.48 and a two-hundred-day simple moving average of $155.07. The company’s fifty-two-week low is $120.80, and the fifty-two-week high is $211.09. QUALCOMM’s most recent earnings per share (EPS) were $2.85, exceeding the consensus estimate of $2.82. The company reported revenue of $10.98 billion, surpassing the analyst estimate of $10.58 billion, with a 17.0% increase compared to the same period last year. The company’s EPS increased from $2.44 last year. Analysts predict a current fiscal year EPS of 9.39. QUALCOMM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
-5
2025-07-11 AI Summary: Diversify Wealth Management LLC significantly increased its holdings in QUALCOMM Incorporated (QCOM) during the first quarter, reflecting broader institutional investor confidence in the company. The firm boosted its stake by 24.7%, acquiring an additional 5,191 shares, resulting in a total ownership of 26,232 shares valued at $3,853,000. Several other large institutional investors also made changes to their QCOM positions. Vanguard Group Inc. raised its stake by 0.6%, now owning 113,730,186 shares worth $17,471,231,000. Geode Capital Management LLC increased its holdings by 2.5%, reaching 27,798,900 shares valued at $4,262,826,000. Norges Bank acquired a new stake of approximately $2,721,882,000, and Northern Trust Corp boosted its holdings by 12.7%, now owning 13,289,513 shares valued at $2,041,535,000. UBS AM also increased its position by 17.0%, owning 9,780,687 shares valued at $1,502,509,000. A substantial 74.35% of QCOM’s stock is currently owned by institutional investors and hedge funds.
Analyst sentiment towards QCOM has shifted recently. Susquehanna lowered its price target from $210.00 to $190.00 and maintained a "positive" rating. Citigroup raised its price objective from $145.00 to $170.00 with a "neutral" rating. Seaport Res Ptn gave a "hold" rating, and Cantor Fitzgerald reissued a "neutral" rating and $150.00 target price. Robert W. Baird lowered its target price from $250.00 to $216.00 and set an "outperform" rating. Overall, the consensus analyst rating is "Hold," with an average price target of $186.39.
Insider transactions also occurred. CFO Akash J. Palkhiwala sold 3,333 shares at an average price of $161.28, reducing his holdings by 6.70%. Heather S. Ace sold 1,600 shares at $137.74, decreasing her ownership by 6.56%. In the last ninety days, insiders sold a total of 424,099 shares valued at $8,310,735. Insiders own 0.08% of the company's stock. QCOM’s stock traded at $159.09 on Friday, with 50-day and 200-day moving averages of $152.48 and $155.07, respectively. The company has a 12-month low of $120.80 and a 12-month high of $211.09. Key financial ratios include a current ratio of 2.73, a quick ratio of 2.08, and a debt-to-equity ratio of 0.48. QCOM has a market capitalization of $174.68 billion, a price-to-earnings ratio of 16.20, a PEG ratio of 2.06, and a beta of 1.26. QCOM’s earnings per share (EPS) for the last quarter were $2.85, beating analyst estimates by $0.03, with a net margin of 26.11% and a return on equity of 40.11%. Revenue for the quarter reached $10.98 billion, exceeding the consensus estimate of $10.58 billion and increasing by 17.0% year-over-year. The company anticipates EPS of 9.39 for the current fiscal year. QCOM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: 0
2025-07-11 AI Summary: Qualcomm experienced a mixed outcome in Q2 2025, reporting strong financial results while simultaneously resolving a significant investor lawsuit. The company posted $10.84 billion in revenue, an increase of 15.45% year-over-year, and $2.85 earnings per share, both exceeding forecasts. Following this positive report, Citi raised its price target for Qualcomm stock from $145 to $170, citing the sector’s resilience to tariffs, stronger demand, and inventory restocking. However, the company also settled a lawsuit related to anticompetitive practices.
The lawsuit, stemming from 2017, involved allegations against Qualcomm regarding several key practices. The Federal Trade Commission (FTC) accused the company of overcharging for licenses, refusing to sell chips to certain companies, and offering Apple preferential discounts for exclusive chip use. This resulted in a 18.3% drop in Qualcomm’s stock price on January 19, 2017. Investors subsequently filed a lawsuit, which was now resolved. Investors who purchased Qualcomm stock between February 1, 2012, and November 8, 2024, are eligible to file a claim for potential payment related to the settlement. The settlement amount was $75 million.
The lawsuit's resolution indicates a significant shift in Qualcomm’s legal standing. While the company demonstrated financial strength with its Q2 results, the settlement highlights past concerns about its business practices and underscores the importance of regulatory compliance. The timeline of the events, from the initial FTC accusations in 2017 to the 2025 settlement, demonstrates the long-term impact of these issues. The eligibility period for investors to file claims further emphasizes the scope of the legal proceedings.
The settlement represents a financial outlay of $75 million for Qualcomm, but it also signals a commitment to addressing past criticisms and potentially mitigating future legal challenges. The combination of strong financial performance and legal resolution suggests a strategic approach to navigating regulatory scrutiny and maintaining investor confidence.
Overall Sentiment: 2
2025-07-11 AI Summary: The article details Qualcomm’s anticipated development of a successor to its Snapdragon W5 Gen 1 wearable chip, a processor currently used in many smartwatches. The primary driver for this development is the need for improved performance and a move away from Qualcomm’s reliance on existing smartphone chip platforms for wearable designs. Currently, Samsung is actively competing with its Exynos W1000 chip, released last year, demonstrating that the market isn't solely reliant on Qualcomm. The article highlights a timeline of previous wearable chip launches, including the Exynos W1000 (July 3rd, 2024), Exynos W930 (July 26th, 2023), Snapdragon W5 Gen 1 (July 20th, 2022), and Exynos W920 (August 10th, 2021).
Qualcomm is reportedly working on a new chip codenamed “Aspen” (SW6100) which is currently in the testing phase. Specifications indicate a move to a TSMC process node and support for LPDDR5X RAM. The core configuration is expected to be similar to Samsung’s Exynos W1000, utilizing a 1 Arm Cortex-A78 core paired with 4x Arm Cortex-A55 cores. This represents a significant performance upgrade compared to the W5 Gen 1. The article suggests that this development is particularly beneficial for smartwatch OEMs outside of Samsung, who currently face limited options beyond Qualcomm’s offerings.
The article emphasizes that Qualcomm’s strategy of leveraging existing smartphone chip technology, while efficient, has resulted in a lag in wearable-specific innovation. The upcoming “Aspen” chip is intended to address this gap and provide a more competitive solution for smartwatch manufacturers. The timeline for its release is projected to be next year, pending testing completion. The article doesn’t delve into specific performance metrics or marketing strategies, but rather focuses on the technical specifications and the broader context of the competitive landscape within the wearable chip market.
The article presents a largely neutral and factual account of Qualcomm’s upcoming chip development, primarily driven by market competition and the need for performance improvements. It’s a descriptive piece outlining the technical details and strategic implications, rather than offering an opinion or analysis.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm is reportedly developing a successor to its Snapdragon W5 series chipset for Wear OS smartwatches. The article details a potential “W5 Gen 2” or “W6 Gen 1” chip, citing “credible evidence” from Android Authority. A key upgrade involves shifting production from Samsung’s process to TSMC, which is expected to improve battery life. Furthermore, the article notes an anticipated update to DDR5 memory, though the impact on efficiency is described as “a very slight boost.” The core architecture is also slated for change, moving from older designs to a configuration of 1x Arm Cortex-A78 + 4x Arm Cortex-A55. Despite this progress, the new chip is not yet in production, meaning the upcoming Pixel Watch 4 will likely continue to utilize the existing Snapdragon W5 series. The article emphasizes that while the current W5 series provides adequate performance and battery life, the anticipated improvements represent a significant step forward. It highlights the timeline, noting that the development is ongoing and the debut of the new chip is not imminent.
The article also references broader Wear OS developments, including Google’s rollout of “Google Gemini on Wear OS” via the Play Store, the official launch of the Galaxy Watch 8 and Watch 8 Classic with a new design and Gemini integration, and testing of Material 3 Expressive redesigns on Wear OS. These developments suggest a continued push to enhance the Wear OS ecosystem. The article mentions the source of information as Android Authority, indicating a reliance on industry reporting rather than direct quotes from Qualcomm. It also includes a disclaimer regarding affiliate links and FTC compliance.
The article’s tone is primarily informative and observational, focusing on the technical specifications and potential improvements of the upcoming chipset. It avoids speculation about specific features or release dates, instead presenting the information as a development in progress. The focus remains on the technical aspects and the anticipated benefits of the new chip. The article does not delve into marketing or consumer impact, but rather details the underlying technological changes.
The article’s sentiment is largely neutral, reflecting a factual account of a product development process. The emphasis on improvements and potential benefits, combined with the lack of subjective commentary, results in a sentiment score of +3.
Overall Sentiment: +3
2025-07-11 AI Summary: Several institutional investors and hedge funds have recently increased their holdings of QUALCOMM Incorporated (NASDAQ:QCOM). In the first quarter, Genus Capital Management Inc. bought 16,728 shares of the company, valued at approximately $2,570,000. Other notable transactions include Banque Transatlantique SA purchasing a stake of about $26,000, Atlantic Edge Private Wealth Management LLC raising its position by 70% (acquiring an additional 170 shares valued at $26,000), WFA Asset Management Corp buying a stake of $27,000, Sunbeam Capital Management LLC acquiring a stake of $29,000, and Mascagni Wealth Management Inc. purchasing a stake of $30,000. A total of 74.35% of QUALCOMM’s stock is currently owned by institutional investors.
The article also details insider selling activity. Heather S. Ace sold 1,600 shares at an average price of $137.74, generating $220,384.00. Akash J. Palkhiwala sold 3,333 shares at $161.28, totaling $537,546.24. Over the past 90 days, insiders collectively sold 424,099 shares, representing a 6.56% and 6.70% decrease in ownership, respectively. Furthermore, the article presents a range of analyst opinions on QUALCOMM. Wells Fargo lowered their price target to $140.00 and issued an "underweight" rating. Cantor Fitzgerald restated a "neutral" rating with a $150.00 target. Susquehanna dropped their target to $190.00 with a "positive" rating. Citigroup boosted their target to $170.00 with a "neutral" rating, and Robert W. Baird lowered their target to $216.00 with an "outperform" rating. The average analyst rating is "Hold" with an average price target of $186.39.
QUALCOMM’s stock traded at $159.09 on Friday, with a fifty-two week low of $120.80 and a high of $211.09. The company has a debt-to-equity ratio of 0.48, a quick ratio of 2.08, and a current ratio of 2.73. Its market capitalization is $174.68 billion, and the price-to-earnings ratio is 16.20, with a PEG ratio of 2.06 and a beta of 1.26. The 50-day simple moving average is $152.48, and the 200-day simple moving average is $155.07. QUALCOMM reported earnings per share of $2.85 for the quarter, exceeding the consensus estimate of $2.82, with revenue of $10.98 billion, also surpassing the consensus estimate of $10.58 billion. The company’s revenue increased by 17.0% compared to the same quarter last year.
Insider selling activity represents a 6.56% and 6.70% decrease in ownership, respectively. The company operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: 0
2025-07-11 AI Summary: Qualcomm is developing a new wearable chip, codenamed “Aspena” or SW6100, representing a significant potential upgrade for Wear OS smartwatches. Unlike previous Qualcomm wearable chips, which were often repurposed smartphone components, this new platform is being designed from the ground up, suggesting a more focused approach to the wearable market. The chip’s specifications include a 1x Arm Cortex-A78 + 4x Arm Cortex-A55 CPU configuration, an LPDDR5X RAM controller, and is slated to be built on a TSMC process node (the specific node is currently undisclosed). This represents a substantial improvement over the Cortex-A53 cores used in prior generations.
Historically, Qualcomm’s wearable chips have relied on adapting existing smartphone designs, utilizing components like the QCS2290 IoT chip. However, the SW6100 aims for a more bespoke design, potentially addressing the performance limitations observed in previous Wear OS devices. The article details a historical table of Qualcomm’s past wearable chips and their corresponding smartphone counterparts, highlighting the evolution of the platform. A key change is the move to LPDDR5X RAM, which is expected to provide a minor but noticeable battery life boost compared to the W5 Gen 1’s LPDDR4 support. Qualcomm is also exploring RISC-V based wearable chips, though this initiative appears to be on hold, with the Cortex-A78 core representing a significant leap in performance.
The SW6100 is expected to be released in 2026, and the article suggests that it will be a major step forward for Wear OS. The CPU configuration, featuring the Cortex-A78, is particularly noteworthy, as it’s a relatively rare configuration in wearable devices. The Samsung Exynos W1000 utilizes the same CPU architecture, indicating a competitive landscape. While the exact specifications and release timeline remain uncertain, the development of the SW6100 signals a renewed commitment to the Wear OS platform and a potential shift away from relying solely on repurposed smartphone components.
Overall Sentiment: 6
2025-07-11 AI Summary: Croban increased its stake in QUALCOMM Incorporated (NASDAQ:QCOM) during the first quarter, acquiring 6,838 shares valued at approximately $1,050,000. Several other institutional investors also adjusted their holdings. Brighton Jones LLC significantly boosted its QCOM position by 116.6% in the fourth quarter, now owning 17,356 shares worth $2,666,000. Revolve Wealth Partners LLC increased its stake by 15.4%, acquiring 340 shares valued at $391,000. Proficio Capital Partners LLC grew its holdings by 50.1%, adding 1,401 shares valued at $645,000. PFG Advisors increased its stake by 11.5%, acquiring 411 shares valued at $613,000. Sequoia Financial Advisors LLC expanded its holdings by 4.2%, acquiring 4,560 shares valued at $17,262,000. These institutional investors now collectively own 74.35% of the company’s stock.
Insider activity also occurred. Heather S. Ace sold 1,600 shares of QCOM on May 2nd at an average price of $137.74, generating $220,384.00. Subsequently, Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, totaling $6,600,000. Over the past ninety days, insiders have sold a total of 424,099 shares, representing a 6.56% decrease in their ownership, with a total transaction value of $8,310,735. Currently, insiders own 0.08% of the company.
The article notes that QUALCOMM stock opened at $159.09 on Friday and has a 50-day simple moving average of $152.48 and a 200-day simple moving average of $155.07. The stock’s fifty-two week range is $120.80 to $211.09, with a market capitalization of $174.68 billion, a P/E ratio of 16.20, a PEG ratio of 2.06, and a beta of 1.26. Key financial ratios include a debt-to-equity ratio of 0.48, a current ratio of 2.73, and a quick ratio of 2.08. QUALCOMM reported earnings per share of $2.85 for the quarter, exceeding analyst estimates by $0.03, and revenue of $10.98 billion, also surpassing expectations. The company’s net margin was 26.11% and its return on equity was 40.11%. Revenue increased by 17.0% compared to the same quarter last year, with earnings per share up from $2.44. Analyst ratings for QCOM are mixed, with a "Hold" average rating and an average target price of $186.39. Several analysts downgraded the stock, including Wells Fargo & Company (reducing the price target to $140.00) and TD Cowen (reducing the price target to $160.00). Conversely, Rosenblatt Securities and Cantor Fitzgerald upgraded the stock.
The article identifies QUALCOMM Incorporated as an engaged in the development and commercialization of foundational technologies for the wireless industry, operating through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). Further reading can be found at HoldingsChannel.com for 13F filings and insider trades.
Overall Sentiment: 0
2025-07-11 AI Summary: Cerity Partners LLC significantly increased its holdings in QUALCOMM Incorporated (QCOM) during the first quarter, demonstrating a notable level of investor confidence in the company. As of March 31st, the institutional investor owned 584,334 shares, representing 0.05% ownership of the company, with a value of approximately $89.76 million. This represents a 12.1% increase from the previous quarter. Several other large investors also adjusted their positions in QCOM. Eagle Strategies LLC grew its stake by 4.3% to 1,427 shares valued at $219,000. Clark Capital Management Group Inc. boosted its holdings by 3.6% to 1,717 shares valued at $264,000. PDS Planning Inc. increased its holdings by 1.6% to 4,110 shares valued at $631,000. Cassady Schiller Wealth Management LLC boosted its holdings by 15.8% to 477 shares valued at $73,000. Umpqua Bank grew its position by 4.2% to 1,653 shares valued at $264,000.
The article also highlights insider activity related to QCOM. Major shareholder Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, generating $6.6 million. Heather S. Ace, an insider, sold 1,600 shares on May 2nd at an average price of $137.74, for a value of $220,384. Overall, insiders have sold 424,099 shares worth $8,310,735 over the past three months. Analyst sentiment towards QCOM is mixed. Citigroup increased its price target from $145.00 to $170.00 with a "neutral" rating. Benchmark dropped its target from $240.00 to $200.00 with a "buy" rating. JPMorgan Chase & Co. maintained an "overweight" rating and a $185.00 price target. Robert W. Baird lowered its target from $250.00 to $216.00 with an "outperform" rating. Loop Capital reduced its target from $180.00 to $155.00 with a "hold" rating. The consensus analyst rating is "Hold" with an average target price of $186.39. QCOM’s stock opened at $159.09 on Friday and has a debt-to-equity ratio of 0.48, a current ratio of 2.73, and a quick ratio of 2.08. The company’s 50-day moving average price is $152.48, and its 200-day moving average price is $155.07. QCOM’s 1-year low is $120.80, and its 1-year high is $211.09. The company has a market capitalization of $174.68 billion, a P/E ratio of 16.20, a PEG ratio of 2.06, and a beta of 1.26. QCOM’s most recent earnings report showed $2.85 EPS, beating analyst expectations by $0.03, and revenue of $10.98 billion, exceeding expectations at $10.58 billion. The company’s net margin was 26.11% and its return on equity was 40.11%. Revenue increased by 17.0% compared to the same quarter last year.
Overall Sentiment: 7
2025-07-11 AI Summary: Allworth Financial LP significantly adjusted its holdings of Qualcomm Incorporated (QCOM) during the first quarter of 2025. The firm reduced its stake by 24.4%, selling 12,422 shares, resulting in a holding of 38,574 shares valued at $5,678,000. Several other institutional investors also modified their Qualcomm positions. Teza Capital Management LLC increased its stake by approximately 3.3% to 188,654 shares worth $28,979,000. Sumitomo Mitsui DS Asset Management Company Ltd. boosted its holdings by 3.3% to 188,654 shares valued at $28,979,000. Kanawha Capital Management LLC increased its holdings by 1.9% to 85,414 shares worth $13,120,000. First Foundation Advisors increased its holdings by 41.2% to 156,770 shares worth $24,083,000. Sound Income Strategies LLC grew its holdings by 42.2% to 1,055 shares worth $162,000. Insider activity also occurred, with Heather S. Ace selling 1,600 shares on May 2nd at an average price of $137.74, generating $220,384.00. Inc/De Qualcomm sold 412,500 shares on May 23rd at $16.00, totaling $6,600,000. Over the past ninety days, insiders sold 424,099 shares valued at $8,310,735. As of the end of the reporting period, institutional investors owned 74.35% of Qualcomm's stock.
Analyst sentiment towards Qualcomm was mixed. Citigroup increased its price objective to $170.00 with a "neutral" rating. JPMorgan Chase & Co. reiterated an "overweight" rating and a $185.00 price target. Evercore ISI decreased its price objective to $157.00 with an "in-line" rating. Bank of America lowered its price objective to $200.00 with a "buy" rating. Robert W. Baird decreased its price objective to $216.00 with an "outperform" rating. The overall consensus rating is "Hold" with an average target price of $186.39. Qualcomm's stock performance included a 12-month low of $120.80 and a 12-month high of $211.09. The company’s market capitalization is $174.68 billion, with a P/E ratio of 16.20, a PEG ratio of 2.06, and a beta of 1.26. Key financial metrics include a 50-day moving average of $152.48 and a 200-day moving average of $155.07, with quick ratio of 2.08, current ratio of 2.73, and a debt-to-equity ratio of 0.48. Qualcomm reported earnings per share of $2.85, beating analyst expectations by $0.03, with revenue of $10.98 billion, also exceeding expectations. The company’s return on equity was 40.11% and net margin was 26.11%. Revenue increased by 17.0% year-over-year.
The company operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). Qualcomm’s stock is engaged in the development and commercialization of foundational technologies for the wireless industry.
Overall Sentiment: 0
2025-07-11 AI Summary: Qualcomm’s Snapdragon AI Boost is significantly enhancing Samsung’s Galaxy Z Fold7 foldable devices, introducing on-device AI capabilities for faster image recognition, voice processing, and contextual awareness—a feature previously seen in the Galaxy S25 series. This development represents a “milestone” in Qualcomm’s partnership with Samsung, bringing “cutting-edge AI and seamless connectivity” to the device. The article highlights the integration of Qualcomm’s Oryon CPU and Hexagon NPU, enabling these advancements.
Simultaneously, Qualcomm has resolved a long-standing legal dispute. In January 2017, the Federal Trade Commission (FTC) filed a complaint against the company. This led to a class action lawsuit alleging overcharging for licenses, refusing chip sales to companies rejecting Qualcomm’s terms, and cutting exclusive royalty deals with Apple. The lawsuit was settled for $75 million in cash, payable to investors who held Qualcomm shares between February 1, 2012, and November 8, 2024. Investors can still file for payment through a designated channel (link provided in the article). The settlement concludes a complex legal battle that significantly impacted Qualcomm’s stock price in 2017, dropping 18.3%.
The article emphasizes the dual nature of Qualcomm’s recent news: technological innovation with the Z Fold7 and the resolution of a substantial legal matter. The settlement, while representing a financial outlay, effectively closes a chapter of litigation that had previously weighed on the company’s reputation and financial performance. The focus remains on Qualcomm’s ongoing efforts to deliver advanced mobile technology, particularly in the realm of artificial intelligence.
The article presents a balanced view, detailing both the positive advancements in foldable device technology and the resolution of a significant legal challenge. It avoids speculation and relies solely on information explicitly stated within the provided text.
Overall Sentiment: 3
2025-07-11 AI Summary: Qualcomm’s stock has demonstrated resilience recently, closing higher on six of the last ten trading days, despite a slight decline over the past month. Year-to-date, the stock is up nearly 3%. The article highlights several factors driving this positive momentum. Primarily, optimism surrounds Qualcomm’s advancements in 2nm chip development and significant momentum in the field of artificial intelligence (AI). Furthermore, Qualcomm’s Q2 FY2025 results were notably strong, showcasing 17% year-over-year revenue growth and a 22% increase in earnings per share (EPS). The company is actively expanding beyond its traditional role as a smartphone chip provider, strategically investing in automotive, Internet of Things (IoT), and edge AI technologies. This shift represents a deliberate effort to establish Qualcomm as a broader player within the semiconductor industry. A key ongoing aspect of the company’s situation involves a $75 million settlement related to past anticompetitive practices and weak financial reporting controls from 2017. Investors who were affected by this settlement may still be eligible to receive payment; details and application information are available through a specific link. The article does not delve into the specifics of the settlement or the potential payout amounts.
The article emphasizes Qualcomm’s strategic initiatives, particularly its investment in emerging technologies like 2nm chip development and AI. This suggests a proactive approach to maintaining competitiveness in a rapidly evolving market. The expansion into automotive, IoT, and edge AI represents a diversification strategy aimed at reducing reliance on the smartphone market. The company’s Q2 FY2025 results, with the reported 17% revenue growth and 22% EPS increase, provide tangible evidence of the effectiveness of these strategic investments. The ongoing settlement related to past misconduct, while a continuing factor, is presented as a separate issue from the current positive performance.
The article’s narrative focuses on Qualcomm’s current trajectory and strategic direction. It presents a balanced view, acknowledging both recent gains and a past legal issue. The emphasis is on the company’s forward-looking initiatives and the positive financial results supporting those efforts. The article avoids speculation about future performance or potential risks, sticking solely to the information presented regarding recent trading activity, strategic investments, and financial results.
Overall Sentiment: +3
2025-07-10 AI Summary: Qualcomm Incorporated is experiencing growth in its handset revenue, primarily driven by the adoption of its Snapdragon 8 Elite Mobile Platform by Samsung, particularly in the Galaxy Z Fold7 devices. This platform, featuring an Oryon CPU and Hexagon NPU, is designed for premium AI experiences, including on-device AI, enhanced camera functionalities, and gaming capabilities. The company’s Snapdragon 7 Gen 4 chipset is also gaining traction, especially among Chinese smartphone manufacturers like HONOR and VIVO. Revenue from Qualcomm CDMA Technologies (QCT) increased to $9.47 billion in the first quarter, with projections for handset revenue to reach $27.7 billion in 2025, representing an 11.3% year-over-year growth.
However, Qualcomm faces significant challenges. Intensifying competition, particularly from low-cost chip manufacturers such as MediaTek and Rockchip, is impacting profit margins in the mid-range handset vertical. Furthermore, long-term clients like Apple Inc. are shifting towards in-house chip development, exemplified by Apple’s use of the M4 Ultra chip and replacement of Qualcomm’s RF modem with an in-house C1 modem in the iPhone 16e. Broadcom, Inc. is also emerging as a strong competitor, leveraging its established relationships with leading OEMs to gain insights and improve its offerings. The article highlights that Broadcom’s success stems from understanding customer requirements effectively.
The Snapdragon 8 Elite’s success is directly linked to Samsung’s Galaxy Z Fold7, which utilizes the platform’s AI capabilities. Samsung’s decision to deploy the chipset in its S25 series earlier in 2025 further underscores its importance. QCT’s growth is projected to continue, but the competitive landscape and strategic shifts by major clients pose ongoing hurdles. The article emphasizes the need for Qualcomm to adapt to these changes and maintain its position in the evolving mobile chipset market.
Qualcomm’s growth strategy is therefore contingent on continued adoption of its advanced chipsets, particularly the Snapdragon 8 Elite and 7 Gen 4, alongside navigating the challenges presented by competitors and strategic shifts by key clients like Apple. The article suggests a delicate balance between innovation, competitive pressure, and evolving client demands.
Overall Sentiment: +3
2025-07-10 AI Summary: The Samsung Galaxy Z Fold7 is now globally powered by the Snapdragon 8 Elite for Galaxy, the most powerful mobile platform currently available, according to Qualcomm Technologies. This collaboration, a longstanding partnership between the two companies spanning over two decades, represents a significant advancement in mobile technology. The Snapdragon 8 Elite for Galaxy, featuring a next-generation Qualcomm Oryon CPU and Qualcomm Hexagon NPU, is designed to elevate the Galaxy Z Fold7’s AI experiences, specifically enabling multi-modal generative AI – including speech, context, and image understanding – directly on the device. Key figures involved include Chris Patrick (Senior Vice President and General Manager of Mobile Handset, Qualcomm Technologies, Inc.), O.H. Kwon (Senior Vice President and President, Qualcomm APAC, QUALCOMM CDMA Technologies (Korea) YH), and Inkang Song (Vice President and Head of Technology Strategy Team, Mobile eXperience Business at Samsung Electronics).
Qualcomm Technologies emphasizes the unique customization of the Snapdragon 8 Elite for Galaxy, initially introduced with the Galaxy S25 series, now extending to the Z Fold7. This customization is intended to deliver superior performance, including on-device AI, camera capabilities, and connectivity. The article highlights that this launch marks a pivotal moment in the strategic partnership between Samsung and Qualcomm, signifying a commitment to innovation and setting new standards for mobile technology. The Qualcomm Oryon CPU and Hexagon NPU are described as core components driving this enhanced performance and AI capabilities.
The article cites multiple individuals’ statements to underscore the significance of the launch. Chris Patrick notes the collaborative history between Qualcomm and Samsung. O.H. Kwon emphasizes the strategic importance of bringing advanced AI and connectivity to the foldable form factor. Inkang Song highlights Samsung’s dedication to innovation and the Z Fold7’s role in achieving this. The article also references Qualcomm’s broader mission, focusing on delivering intelligent computing solutions across various industries and applications, underpinned by its 40-year technology leadership.
The Snapdragon 8 Elite for Galaxy is presented as a cornerstone of Samsung’s continued investment in premium mobile experiences. The combination of Qualcomm’s processing power and Samsung’s design expertise aims to create a device that is both powerful and user-friendly, pushing the boundaries of what’s possible in a foldable smartphone. The article concludes by referencing Qualcomm’s broader portfolio, including licensing business (QTL) and patents, and Qualcomm Technologies’ subsidiaries.
Overall Sentiment: +7
2025-07-10 AI Summary: Telos Capital Management Inc. significantly reduced its holdings of QUALCOMM Incorporated (QCOM) during the first quarter, selling 19,551 shares, representing a 9.1% decrease. As of the filing, the fund owned 195,220 shares, which constituted approximately 3.3% of its total investment portfolio. This reduced position valued $29,988,000. The article highlights that Telos Capital’s QCOM holdings were its third-largest investment. Other hedge funds have also recently adjusted their QCOM positions: Banque Transatlantique SA purchased a new stake worth $26,000, Atlantic Edge Private Wealth Management LLC increased its holdings by 70% (buying 70 additional shares valued at $26,000), WFA Asset Management Corp acquired a stake of $27,000, Sunbeam Capital Management LLC purchased a stake of $29,000, and Mascagni Wealth Management Inc. purchased a stake of $30,000. A total of 74.35% of QCOM’s stock is currently owned by institutional investors.
Several other hedge funds have recently made changes to their positions in QCOM. Bank Transatlantique SA purchased a new stake in QUALCOMM in the fourth quarter worth about $26,000. Atlantic Edge Private Wealth Management LLC lifted its position in shares of QUALCOMM by 70.0% during the first quarter. Atlantic Edge Private Wealth Management LLC now owns 170 shares of the wireless technology company's stock valued at $26,000 after buying an additional 70 shares during the last quarter. WFA Asset Management Corp purchased a new stake in shares of QUALCOMM during the first quarter valued at about $27,000. Sunbeam Capital Management LLC purchased a new stake in shares of QUALCOMM during the fourth quarter valued at about $29,000. Finally, Mascagni Wealth Management Inc. purchased a new stake in shares of QUALCOMM during the fourth quarter valued at about $30,000.
The article also details analyst activity surrounding QCOM stock. Seaport Res Ptn raised shares of QUALCOMM to a "hold" rating, Loop Capital decreased their price target to $155.00 and set a "hold" rating, TD Cowen decreased their price target to $160.00 and set a "buy" rating, JPMorgan Chase & Co. reissued an "overweight" rating and set a $185.00 price target, and Rosenblatt Securities reissued a "buy" rating and set a $225.00 price target. Overall, analysts have a "Hold" rating with an average target price of $186.39. Furthermore, insider trading activity was noted: Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, and CFO Akash J. Palkhiwala sold 3,333 shares on July 2nd at an average price of $161.28. During the last quarter, insiders sold 424,099 shares worth $8,310,735.00.
QUALCOMM Incorporated operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment focuses on developing and supplying integrated circuits and system software for wireless communications, networking, computing, multimedia, and position location products. The company’s stock closed at $159.35 on Thursday, with a market capitalization of $174.97 billion and a P/E ratio of 16.23. The company’s 50-day moving average price is $152.00 and its 200 day moving average price is $155.07. QCOM has a current ratio of 2.73, a quick ratio of 2.08, and a debt-to-equity ratio of 0.48. The company’s 12-month low is $120.80 and its 12-month high is $211.09. QUALCOMM last announced its quarterly earnings data on Wednesday, April 30th, reporting $2.85 earnings per share, beating analysts’ consensus estimates of $2.82 by $0.03, and revenue of $10.98 billion, compared to analysts’ expectations of $10.58 billion.
Overall Sentiment: 0
2025-07-10 AI Summary: Correct Capital Wealth Management significantly reduced its holdings in QUALCOMM Incorporated (QCOM) during the first quarter, selling 1,996 shares, representing a 19.0% decrease from its previous position. As of the filing, the fund owned 8,502 shares, valued at $1,306,000. Several other institutional investors and hedge funds also adjusted their QCOM positions. Banque Transatlantique SA purchased a new stake of approximately $26,000, Atlantic Edge Private Wealth Management LLC increased its holdings by 70.0% to 170 shares valued at $26,000, and WFA Asset Management Corp acquired a new position worth $27,000. Sunbeam Capital Management LLC bought a stake of $29,000, and Mascagni Wealth Management Inc. purchased a stake of $30,000. Collectively, institutional investors and hedge funds own 74.35% of QCOM's stock.
Analysts have recently revised their opinions on QCOM. Loop Capital lowered their price target from $180.00 to $155.00 and assigned a "hold" rating. Wall Street Zen downgraded QCOM to a "hold" rating. Citigroup boosted their target price to $170.00 with a "neutral" rating, and Evercore ISI decreased their price objective to $157.00 with an "in-line" rating. Seaport Res Ptn upgraded QCOM to a "hold" rating. The average analyst rating is "Hold," and the average target price is $186.39. Insider activity also occurred, with Inc/De Qualcomm selling 412,500 shares at an average price of $16.00, generating $6,600,000. CFO Akash J. Palkhiwala sold 3,333 shares at $161.28, totaling $537,546.24. Over the past 90 days, corporate insiders sold a total of 424,099 shares valued at $8,310,735. QCOM’s stock traded down 0.7% opening at $158.27, with a 52-week low of $120.80 and a high of $211.09. Key financial ratios include a debt-to-equity ratio of 0.48, quick ratio of 2.08, and current ratio of 2.73. The stock has a 50-day simple moving average of $152.00 and a 200-day simple moving average of $155.07. QCOM has a market capitalization of $173.78 billion, a P/E ratio of 16.15, a price-to-earnings-growth ratio of 2.06, and a beta of 1.26. The company’s most recent earnings per share (EPS) were $2.85, exceeding analyst expectations by $0.03, with revenue of $10.98 billion, up 17.0% year-over-year. QCOM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: +2
2025-07-10 AI Summary: Lattice Capital Management LLC significantly reduced its stake in QUALCOMM Incorporated (QCOM) during the first quarter of 2025. The firm sold 8,100 shares, representing a 48.9% decrease from its previous holdings, which stood at 8,478 shares. As of the filing, Lattice Capital held 8,478 shares, accounting for 1.3% of their overall investment portfolio and being their ninth largest holding. The value of this holding was $1,302,000. Several other hedge funds have also recently adjusted their positions in QCOM. Teza Capital Management purchased a new position valued at $1,541,000, Sumitomo Mitsui DS Asset Management increased its holdings by 3.3% to 188,654 shares worth $28,979,000, Kanawha Capital Management boosted its stake by 1.9% to 85,414 shares valued at $13,120,000, First Foundation Advisors increased their holdings by 41.2% to 156,770 shares valued at $24,083,000, and Sound Income Strategies grew their position by 42.2% to 1,055 shares valued at $162,000. Insider activity also reflects shifts in QCOM holdings; Heather Ace sold 1,600 shares at an average price of $137.74, resulting in a transaction value of $220,384.00, and Akash Palkhiwala sold 3,333 shares at $161.28 for a total transaction value of $537,546.24. Over the past three months, insiders have sold a total of 424,099 shares, representing a decrease of 6.56% in ownership. Analysts have issued mixed ratings on QCOM. Evercore ISI lowered their price objective to $157.00 and assigned an "in-line" rating, Cantor Fitzgerald maintained a "neutral" rating and $150.00 target, Benchmark decreased their target to $200.00 with a "buy" rating, JPMorgan Chase & Co. retained an "overweight" rating and $185.00 target, and Robert W. Baird reduced their target to $216.00 with an "outperform" rating. The consensus analyst rating is "Hold" with a target price of $186.39. QCOM’s stock traded down 0.4% on Thursday, opening at $158.71 and having a one-year low of $120.80 and a one-year high of $211.09. The company has a market capitalization of $174.27 billion, a P/E ratio of 16.15, a P/E/G ratio of 2.06, and a beta of 1.26. QCOM reported earnings per share of $2.85 for the quarter, exceeding expectations by $0.03, and revenue of $10.98 billion, also surpassing analyst estimates. The company’s return on equity was 40.11% and net margin was 26.11%. QCOM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: 2
2025-07-10 AI Summary: Qualcomm has released details on its embedded USB Debug (EUD) functionality, a feature present in Snapdragon SoCs since 2018. This EUD interface presents as a seven-port USB hub with a single “EUD control interface.” The core mechanism involves sending specific USB commands to trigger the connection of a secondary device, which then interfaces via a standard SWD (Serial Wire Debug) interface – a method already supported by numerous debugging tools. Casey Connolly’s article details the process of integrating a fork of OpenOCD with EUD support, highlighting that while the necessary library is now available, compiling the code requires a specific build configuration and, fortunately, the required fixes are relatively straightforward. The article notes the existence of additional COM and trace peripherals, although their usability requires further development and investigation. The author expresses a longstanding preference for hardware-based debugging techniques.
The article specifically addresses the challenges encountered during the integration process. The OpenOCD fork, while now supported, is described as somewhat outdated, necessitating perseverance to achieve functionality. The need for a particular build configuration underscores the complexity of adapting existing tools to this novel USB debugging method. The article doesn’t delve into the specific reasons for Qualcomm’s implementation of EUD, nor does it provide any details about the potential applications or benefits of this debugging approach beyond the ability to connect to an SWD device. It’s important to note that the article focuses primarily on the technical steps involved in enabling EUD with OpenOCD.
The article’s narrative centers on the practical steps required to utilize the EUD feature. It’s a technical guide rather than a broader discussion of debugging strategies. The author’s emphasis on hardware-based debugging reflects a viewpoint prioritizing direct hardware interaction for troubleshooting and development. The article doesn’t offer any comparative analysis of EUD versus other debugging methods, nor does it speculate on the future direction of Qualcomm’s debugging capabilities.
The article’s tone is primarily informative and instructional, aiming to guide readers through the process of integrating EUD with OpenOCD. It’s a detailed account of a specific technical challenge and its resolution.
Overall Sentiment: 3
2025-07-10 AI Summary: Cornerstone Investment Partners LLC significantly increased its stake in QUALCOMM Incorporated (NASDAQ:QCOM) during the first quarter of 2025. The firm boosted its holdings by 4,293.7%, culminating in ownership of 217,314 shares, valued at $33,382,000. This increase was part of a broader trend among several institutional investors. Teza Capital Management LLC added $1,541,000 worth of QCOM shares, Sumitomo Mitsui DS Asset Management Company Ltd. increased its holdings by 3.3% to 188,654 shares valued at $28,979,000, and Kanawha Capital Management LLC boosted its stake by 1.9% to 85,414 shares valued at $13,120,000. First Foundation Advisors and Sound Income Strategies LLC also made substantial additions to their QCOM holdings.
Several other hedge funds and institutional investors have recently adjusted their positions in QUALCOMM. Insiders at QUALCOMM also made changes to their holdings. Heather S. Ace sold 1,600 shares of QCOM on May 2nd at an average price of $137.74, resulting in a transaction value of $220,384.00. Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, generating $6,600,000. Over the past ninety days, insiders sold a total of 424,099 shares valued at $8,310,735. Analyst sentiment towards QCOM is mixed; JPMorgan Chase & Co. maintains an "overweight" rating and $185.00 target, while Wall Street Zen lowered its rating to "hold," Evercore ISI dropped its target to $157.00, Susquehanna set a "positive" rating at $190.00, and Loop Capital lowered its rating to "hold." The consensus analyst rating is "Hold" with an average target price of $186.39. As of Thursday's trading, QCOM shares closed at $158.79, with 511,057 shares traded, compared to an average volume of 8,506,926. The company’s 12-month low is $120.80 and its high is $211.09. Key financial metrics include a market capitalization of $174.35 billion, a P/E ratio of 16.15, a PEG ratio of 2.06, and a beta of 1.26. The company’s debt-to-equity ratio is 0.48, its current ratio is 2.73, and its quick ratio is 2.08. QUALCOMM reported earnings per share of $2.85 for the quarter, exceeding analyst expectations by $0.03, and revenue of $10.98 billion, also surpassing expectations. The company anticipates earnings of $9.39 per share for the current fiscal year. QUALCOMM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: +3
2025-07-09 AI Summary: First Interstate Bank significantly reduced its holdings of Qualcomm Incorporated (QCOM) during the first quarter of 2025. The bank sold 13,663 shares, representing a 71.8% decrease from its previous position. As of the filing, First Interstate owned 5,363 shares, valued at approximately $824,000. This action occurred amidst broader shifts in institutional investor sentiment towards QCOM. Several other hedge funds and institutional investors have recently adjusted their QCOM positions. Brighton Jones LLC increased its holdings by 116.6%, acquiring 17,356 shares worth $2,666,000. Revolve Wealth Partners LLC boosted its holdings by 15.4%, adding 2,542 shares valued at $391,000. Proficio Capital Partners LLC increased its stake by 50.1%, acquiring 4,199 shares valued at $645,000. Johnson Investment Counsel Inc. increased its holdings by 1.1%, adding 32,025 shares valued at $4,920,000. Independent Advisor Alliance boosted its position by 7.1%, adding 45,471 shares valued at $6,985,000. Overall, institutional investors now hold 74.35% of QCOM's stock.
The article highlights a mixed picture of investor activity surrounding QCOM. Several research firms issued ratings changes. Loop Capital downgraded their price objective from $180.00 to $155.00 and assigned a "hold" rating. JPMorgan Chase & Co. upgraded their rating to "overweight" and set a $185.00 price target. TD Cowen lowered their price target from $195.00 to $160.00 and assigned a "buy" rating. Susquehanna dropped their price target from $210.00 to $190.00 and assigned a "positive" rating. Wells Fargo & Company downgraded their rating to "underweight" and lowered their price target from $175.00 to $140.00. Sixteen analysts rate the stock as "hold," and twelve rate it as "buy."
Insider transactions also reflect a shift in sentiment. Inc/De Qualcomm sold 412,500 shares at an average price of $16.00, generating $6,600,000. CFO Akash J. Palkhiwala sold 3,333 shares at an average price of $161.28, for a total value of $537,546.24. Over the past ninety days, insiders have sold a total of 424,099 shares, representing $8,310,735. Insiders currently own 0.08% of the company's stock. QCOM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI), primarily focused on wireless technologies.
The article’s sentiment is cautiously neutral, leaning slightly negative due to the downgrades and price target reductions by several research firms, coupled with the significant insider selling activity. However, the overall market sentiment appears to be holding steady, with a "Hold" consensus rating.
Overall Sentiment: -2
2025-07-09 AI Summary: DekaBank Deutsche Girozentrale increased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) during the first quarter, adding 37,643 shares, bringing its total stake to 618,415 shares, representing approximately 0.06% of the company’s stock value, valued at $92,698,000. Several other institutional investors also adjusted their positions in QCOM. Eagle Strategies LLC raised its stake by 4.3% with an additional 59 shares, now holding 1,427 shares valued at $219,000. Clark Capital Management Group Inc. boosted its holdings by 3.6%, acquiring 59 shares, increasing their stake to 1,717 shares worth $264,000. PDS Planning Inc. increased its stake by 1.6%, adding 64 shares, resulting in 4,110 shares valued at $631,000. Cassady Schiller Wealth Management LLC increased its holdings by 15.8%, adding 65 shares, bringing their total to 477 shares valued at $73,000. Umpqua Bank increased its holdings by 4.2%, adding 67 shares, now holding 1,653 shares valued at $264,000. A significant portion of the company’s stock (74.35%) is owned by institutional investors.
QUALCOMM’s stock opened at $159.45 on Wednesday. The company has a market capitalization of $175.08 billion, a price-to-earnings ratio of 16.24, a price-to-earnings-growth ratio of 2.04, and a beta of 1.26. Its 50-day simple moving average is $151.78, and its 200-day simple moving average is $155.04. The stock’s one-year low is $120.80, and its one-year high is $211.09. Key financial metrics include a debt-to-equity ratio of 0.48, a quick ratio of 2.08, and a current ratio of 2.73. QUALCOMM reported earnings of $2.85 per share, exceeding analyst estimates of $2.82, with revenue of $10.98 billion, also surpassing expectations of $10.58 billion. The company’s net margin was 26.11%, and its return on equity was 40.11%. Revenue increased by 17.0% compared to the same quarter last year, with earnings per share rising from $2.44.
Insider transactions also occurred. Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, generating $6,600,000. Heather S. Ace sold 1,600 shares on May 2nd at $137.74, for a transaction value of $220,384. Over the past three months, company insiders sold 424,099 shares, totaling $8,310,735. Currently, insiders own 8% of the company's stock. Analysts have mixed opinions on QCOM. Cantor Fitzgerald maintains a "neutral" rating and a $150.00 price target. Seaport Res Ptn raised its rating to "hold." Wall Street Zen downgraded to "hold." Rosenblatt Securities maintains a "buy" rating and a $225.00 target. JPMorgan Chase & Co. issued an "overweight" rating and a $185.00 target. Overall, analysts have a "Hold" rating with a consensus price target of $188.00. The article also highlights that QUALCOMM is engaged in the development and commercialization of foundational technologies for the wireless industry, operating through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Overall Sentiment: 0
2025-07-09 AI Summary: Several large institutional investors have recently increased their holdings in QUALCOMM Incorporated (NASDAQ:QCOM). CORDA Investment Management LLC raised its stake by 23.6% during the first quarter, owning 18,950 shares worth $2,911,000. Other investors who increased their positions include Banque Transatlantique SA (a 70.0% increase), Atlantic Edge Private Wealth Management LLC (a 74.35% increase), WFA Asset Management Corp (a 70.0% increase), Sunbeam Capital Management LLC (a 74.35% increase), and Mascagni Wealth Management Inc. (a 74.35% increase). As of the end of the first quarter, institutional investors own 74.35% of QUALCOMM's stock.
Insider transactions at QUALCOMM also occurred during the period. Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, generating $6,600,000. CFO Akash J. Palkhiwala sold 3,333 shares on July 2nd at an average price of $161.28, for a transaction value of $537,546.24. Overall, insiders sold 424,099 shares worth $8,310,735 during the last quarter, representing a 6.70% decrease in their ownership. The company’s current stock price was $157.46, down $1.63 during midday trading on Friday. Key financial metrics include a market capitalization of $172.89 billion, a price-to-earnings ratio of 16.03, a PEG ratio of 2.06, and a beta of 1.26. QUALCOMM’s twelve-month low is $120.80, and its twelve-month high is $211.09. The company’s 50-day simple moving average is $152.48, and its two-hundred day simple moving average is $155.07. Quick and current ratios are 2.08 and 2.73, respectively, while the debt-to-equity ratio is 0.48. QUALCOMM reported earnings per share (EPS) of $2.85 for the first quarter, exceeding analysts' expectations by $0.03, with a net margin of 26.11% and a return on equity of 40.11%. Revenue for the quarter reached $10.98 billion, surpassing expectations of $10.58 billion, representing a 17.0% increase compared to the same period last year. Analysts predict a full-year EPS of 9.39. QUALCOMM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
Analyst sentiment towards QUALCOMM is mixed. Benchmark downgraded their price target from $240.00 to $200.00 and maintained a "buy" rating. TD Cowen decreased their price target from $195.00 to $160.00 and also gave a "buy" rating. Loop Capital reduced their price objective from $180.00 to $155.00 and set a "hold" rating. Susquehanna lowered their price target from $210.00 to $190.00 and gave a "positive" rating. Citigroup raised their price target from $145.00 to $170.00 and assigned a "neutral" rating. Sixteen analysts have a "hold" rating, and twelve have a "buy" rating, resulting in an overall "Hold" rating.
Overall Sentiment: 7
2025-07-07 AI Summary: QUALCOMM Incorporated (QCOM) experienced a notable stock price decline on July 7, 2025, dropping 2.5% to close at $158.16 after trading as low as $157.96 during the day. Approximately 1,816,959 shares were traded, a significant decrease (79%) from the average daily volume of 8,521,156. The stock had previously closed at $162.21. Analyst downgrades and sell-side research reports contributed to this decline. Loop Capital reduced its price target from $180.00 to $155.00 and assigned a "hold" rating. Robert W. Baird lowered its target from $250.00 to $216.00 with an "outperform" rating. Seaport Research Partners raised its rating to "hold," while Susquehanna dropped its price target to $190.00 with a "positive" rating, and Evercore ISI set an "in-line" rating at $157.00. Overall, analysts have a "Hold" rating with an average price target of $186.96. The company’s market capitalization is $174.29 billion, with a P/E ratio of 16.17, a PEG ratio of 2.09, and a beta of 1.26. Key financial metrics include a debt-to-equity ratio of 0.48, a current ratio of 2.73, and a quick ratio of 2.08. QUALCOMM reported earnings of $2.85 per share, exceeding the consensus estimate of $2.82, with revenue of $10.98 billion, also surpassing the anticipated $10.58 billion. The company’s net margin was 26.11%, and its return on equity was 40.11%. Year-over-year revenue increased by 17.0%. The company declared a quarterly dividend of $0.89, representing a $3.56 annualized dividend and a yield of 2.24%, payable to shareholders of record on June 5th. Insider activity included a sale of 3,333 shares by CFO Akash J. Palkhiwala at an average price of $161.28, and a sale of 412,500 shares by Inc/De Qualcomm at $16.00. Over the past 90 days, insiders sold a total of 424,747 shares. Institutional investors hold 74.35% of the stock. QUALCOMM operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The article highlights a series of negative analyst ratings and insider selling activity as factors contributing to the stock's decline.
-5
2025-07-07 AI Summary: Crossmark Global Holdings Inc. significantly increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) during the first quarter of 2025. The firm’s holdings rose by 1.8%, resulting in a total ownership of 382,225 shares, representing approximately 1.0% of its overall investment portfolio and making it Qualcomm’s 10th largest holding, valued at $58,714,000. Several other institutional investors also increased their Qualcomm holdings: Centennial Bank AR boosted its stake by 47.5% to 618 shares worth $95,000; U.S. Capital Wealth Advisors LLC increased its holdings by 6.5% to 68,729 shares valued at $10,557,000; Financial Counselors Inc. increased its holdings by 6.1% to 211,168 shares valued at $32,438,000; Byrne Financial Freedom LLC boosted its stake by 49.1% to 7,387 shares valued at $1,135,000; and YANKCOM Partnership increased its stake by 10.8% to 6,917 shares valued at $1,063,000. These increases collectively demonstrate growing investor confidence in Qualcomm.
Insider activity also contributed to the increased holdings. Major shareholder Inc/De Qualcomm sold 412,500 shares on May 23rd at an average price of $16.00, generating $6,600,000. CFO Akash J. Palkhiwala sold 3,333 shares on July 2nd at an average price of $161.28, realizing $537,546.24. Over the past ninety days, insiders sold a total of 424,747 shares, representing 0.8% of the company’s stock. Analyst sentiment towards Qualcomm is mixed; Seaport Res Ptn upgraded the stock to a "hold" rating, while Loop Capital, Cantor Fitzgerald, Susquehanna, and Wall Street Zen downgraded it to "hold" or "sell" ratings. The consensus analyst rating is "Hold" with a target price of $186.96. Qualcomm’s stock performance during the period was marked by a 52-week low of $120.80 and a 52-week high of $211.09. The company reported revenue of $10.98 billion for the quarter, up 17.0% year-over-year, and earnings per share of $2.85, exceeding analyst estimates by $0.03. Qualcomm also announced a quarterly dividend of $0.89 per share, a 3.56% annual dividend yield. The company operates through three segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI).
The article highlights a sustained trend of institutional investment in Qualcomm, alongside notable insider transactions. The mixed analyst ratings suggest a cautious outlook, while the company’s strong financial performance, including revenue growth and increased dividend, indicates a positive trajectory. Qualcomm’s operational segments – QCT, QTL, and QSI – remain central to its business model.
Overall Sentiment: +3
