ANALYST-UPGRADE ·Filed Jun 25, 2026
Morgan Stanley double upgrade: Underweight → Equal-Weight
Price Chart
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Executive Summary
Morgan Stanley double upgrade: Underweight → Equal-Weight
Impact Score
Base Score
3/7
LLM Adjustment
+0
Final Score
3/10
Consensus & Targets
Buy / Strong Buy
18 (37%)
Hold
27
Sell / Strong Sell
4
Total Analysts
30
Mean PT
$186.50
Median PT
$177.00
High PT
$300.00
Low PT
$100.00
Current Price
$197.41
Implied Upside
-5.5%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-06-25 | Morgan Stanley | upgrade | Equal-Weight | $231.00 |
| 2026-06-25 | Bernstein | maintain | Market Perform | $235.00 |
| 2026-06-25 | Wells Fargo | maintain | Equal-Weight | $265.00 |
| 2026-06-25 | RBC Capital | maintain | Sector Perform | $250.00 |
| 2026-06-25 | TD Cowen | reiterate | Buy | $200.00 |
| 2026-06-25 | Susquehanna | maintain | Neutral | $190.00 |
| 2026-06-25 | Cantor Fitzgerald | maintain | Neutral | $220.00 |
| 2026-06-25 | Rosenblatt | maintain | Buy | $265.00 |
| 2026-06-23 | B of A Securities | maintain | Underperform | $195.00 |
| 2026-06-22 | Cantor Fitzgerald | maintain | Neutral | $200.00 |
Firm Track Record — Morgan Stanley
Morgan Stanley accuracy: 55% on 4993 calls | avg return: 4.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| HSBC | 100% | 2/2 | -4.6% | top tier |
| WestPark Capital | 100% | 2/2 | 1.1% | top tier |
| Loop Capital | 100% | 2/2 | 6.5% | top tier |
| Keybanc | 67% | 2/3 | -0.3% | top tier |
| Wells Fargo | 60% | 3/5 | -4.5% | above average |
| TD Cowen | 50% | 1/2 | -3.7% | below average |
| Evercore ISI Group | 50% | 2/4 | 3.1% | below average |
| Rosenblatt | 50% | 3/6 | -2.8% | below average |
| Susquehanna | 50% | 3/6 | 4.9% | below average |
| Cantor Fitzgerald | 44% | 4/9 | -0.8% | below average |
Earnings Estimates
Next earnings: Jul 28, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $2.23 | $2.15 — $2.52 | $9.7B | ↑0 ↓0 |
| +1q | $2.35 | $2.13 — $2.76 | $10.0B | ↑0 ↓0 |
| 0y | $10.76 | $10.47 — $11.43 | $42.5B | ↑0 ↓0 |
| +1y | $10.67 | $9.24 — $12.71 | $42.5B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Sara Jacobs (democrat) — sell $500,001 - $1,000,000
Congressional
Sara Jacobs (democrat) — sell $500,001 - $1,000,000
Congressional
Jared Moskowitz (democrat) — sell $15,001 - $50,000
Institutional
PRICE T ROWE ASSOCIATES INC /MD/ — trim (-30.4%)
Institutional
CHARLES SCHWAB INVESTMENT MANAGEMENT INC — doubled (365.5%)
Institutional
NORGES BANK — exit (-100%)
Short Interest
Short: 3,680,584 | Exempt: 8,410 | TRF Vol: 6,641,946 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Investment Themes
Semiconductors
Documents Analyzed
Report based on filing metadata.
8 reports for QCOM
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | ANALYST-UPGRADE | $176.88 $188.71 | ▲ +6.69% | ▲ +7.19% | $184.87 (+4.52%) |
Jun 25, 2026 14w ago | ANALYST-UPGRADE | — | awaiting T+5 | — | — |
May 8, 2026 20w ago | ANALYST-UPGRADE | $237.08 $203.30 | ▼ −14.25% | ▼ −14.16% | $184.87 (−22.02%) |
May 5, 2026 21w ago | Insider Cluster | $186.45 $209.37 | ▲ +12.29% | ▲ +10.31% | $184.87 (−0.85%) |
Apr 30, 2026 22w ago | Insider Cluster | $179.65 $192.57 | ▲ +7.19% | ▲ +5.47% | $184.87 (+2.91%) |
Apr 30, 2026 22w ago | Insider Cluster | $179.65 $192.57 | ▲ +7.19% | ▲ +5.47% | $184.87 (+2.91%) |
Apr 17, 2026 24w ago | ANALYST-DOWNGRADE | $135.98 $148.92 | ▼ −9.52% | ▼ −8.96% | $184.87 (−35.96%) |
Mar 12, 2026 29w ago | Insider Cluster | $131.18 $131.21 | ▲ +0.02% | ▲ +1.00% | $184.87 (+40.93%) |
Showing 8 of 8
US Market Status
Market Closed — Opens Mon (65h 2m)
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