Market Cap
$193.3B
QCOM
QUALCOMM INC/DE
$185.48 ▲ +1.86%
Prev close $182.09Market cap$193.3B
ConsensusHold
12-mo target$194.13 (+4.7%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)31 New Institutional Positions19 Institutional ExitsCongressional Activity (4) Semiconductors
Snapshot
The big-picture read on QCOM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (41%)
Inst. Holders
50 funds
Inst. Value
$114.3B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $6.1M sell
Insider Net $
-$6.1M
Social Sentiment
65° Warm
SEC Reports
8
Congressional
8 trades
Price chart 30d +9.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
TRICOIRE JEAN-PASCAL was granted 183 shares
Director
Sep 30, 2026 Insider
MCLAUGHLIN MARK D was granted 393 shares
Director
Sep 30, 2026 short_volume
Short Volume: QCOM — 55.6% short (1.3M / 2.3M)
Short: 1,285,096 | Exempt: 1,568 | TRF Vol: 2,312,795 | Short Ratio: 55.6% | Off-exchange volume (da
Sep 25, 2026 Insider
Sep 10, 2026 SEC AMON CRISTIANO R sold 10,000 shares
President & CEO @ $200.00 ($2.0M)
Piper Sandler Initiates QCOM at Neutral — PT $190 (+7.7%)
ANALYST-UPGRADE — Impact 1/10
Aug 19, 2026 Congress
Maria Elvira Salazar sell
$1,001 - $15,000 — House
Aug 12, 2026 Congress
Maria Elvira Salazar sell
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — TRIM
22,310,326 shares ($4.1B)
Analyst ratings buy % -25.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
41% rate it Buy or better · 49 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | INITIATE | Neutral | 54% |
| Sep 9, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 9, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 26 | 3 | 0 | 41% | |
| Aug 1, 2026 | 5 | 15 | 26 | 3 | 0 | 41% | |
| Jul 1, 2026 | 5 | 14 | 26 | 3 | 0 | 40% | |
| Jun 1, 2026 | 4 | 14 | 27 | 4 | 0 | 37% | |
| May 1, 2026 | 5 | 13 | 26 | 4 | 0 | 38% | |
| Apr 1, 2026 | 6 | 13 | 24 | 3 | 0 | 41% | |
| Mar 1, 2026 | 6 | 15 | 24 | 1 | 0 | 46% | |
| Feb 1, 2026 | 7 | 16 | 21 | 1 | 0 | 51% |
Price targets
Where 30 covering analysts think QCOM trades over the next 12 months.
$194.13 +4.7% upside Hold
Current$185.49 Low$100.00 Median$175.00 High$400.00 30 analysts
$100.00$400.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
Could $SKYX be the $TSLA of Smart Homes? - Recently announced merger with Deako brings expertise and business development skills of former CEO of $QCOM and former CEO of $HD
▲ 1 · 💬 2· ⚡ 0.5
QCOM Options CALL Profit+$1,731.05
▲ 1 · 💬 0· ⚡ 0.5
($QCOM) Cosa ti aspetti oggi da Qualcomm?
▲ 1 · 💬 0· ⚡ 0.5
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
▲ 37 · 💬 32· ⚡ 6.6
Closed out QCOM at a profit today
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 2.6/10.
NEUTRALANALYST-UPGRADE1/10
Piper Sandler Initiates QCOM at Neutral — PT $190 (+7.7%)
Sep 10, 2026
BEARISHANALYST-DOWNGRADE3/10
BNP Paribas downgrades stock to Neutral — PT $120 (-23%) following double downgrade; earnings in 11 days
Apr 17, 2026
MIXEDANALYST-UPGRADE4/10
Daiwa Capital double upgrades QCOM to Outperform — PT raised to $225 (from $140, +61%)
May 8, 2026
BULLISHANALYST-UPGRADE3/10
Morgan Stanley double upgrade: Underweight → Equal-Weight
Jun 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: QCOM — 55.6% short (1.3M / 2.3M)
Short: 1,285,096 | Exempt: 1,568 | TRF Vol: 2,312,795 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: QCOM — 63.8% short (3.5M / 5.5M)
Short: 3,512,026 | Exempt: 2,488 | TRF Vol: 5,503,580 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: QCOM — 57.6% short (2.3M / 4.0M)
Short: 2,283,559 | Exempt: 4,663 | TRF Vol: 3,964,061 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: QCOM — 61.3% short (4.9M / 8.0M)
Short: 4,890,203 | Exempt: 3,797 | TRF Vol: 7,979,005 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: QCOM — 55.4% short (2.5M / 4.5M)
Short: 2,464,324 | Exempt: 6,522 | TRF Vol: 4,452,161 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.16 | $2.09–$2.24 | -28.1% | +0.0% | 1↑ 24↓ | $10.1B | 26 |
| Next Q | $2.30 | $2.00–$2.95 | -34.3% | +0.0% | 1↑ 23↓ | $10.6B | 26 |
| Current FY | $10.48 | $9.25–$10.61 | -12.8% | -0.4% | 1↑ 27↓ | $42.9B | 31 |
| Next FY | $10.20 | $8.83–$12.24 | -2.7% | +0.0% | 3↑ 27↓ | $44.9B | 34 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.157 | — |
| 7d ago | $2.155 | +0.002 |
| 30d ago | $2.156 | +0.001 |
| 60d ago | $2.373 | -0.217 |
| 90d ago | $2.351 | -0.194 |
Institutional ownership
Which big funds own QCOM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $114.3B total value (619,918,538 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 95,151,875 | $17.6B | 15.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 68,837,417 | $12.7B | 11.1% | — |
| STATE STREET CORP | 52,763,263 | $9.8B | 8.5% | — |
| Invesco Ltd. | 36,101,702 | $6.7B | 5.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 33,847,770 | $6.3B | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 29,645,446 | $5.5B | 4.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22,310,326 | $4.1B | 3.6% | TRIM -27.7% |
| VAN ECK ASSOCIATES CORP | 17,202,619 | $3.2B | 2.8% | — |
| MORGAN STANLEY | 17,100,302 | $3.2B | 2.8% | — |
| NORGES BANK | 16,209,022 | $3.0B | 2.6% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 30,864,702 | 22,310,326 | -27.7% | $4.1B |
| NORGES BANK | NEW | — | 16,209,022 | — | $3.0B |
| Amundi | ADD | 5,252,833 | 10,195,741 | +94.1% | $1.9B |
| UBS Group AG | TRIM | 10,480,187 | 6,576,576 | -37.2% | $1.2B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 8,352,722 | 6,142,047 | -26.5% | $1.1B |
| FMR LLC | TRIM | 7,532,298 | 4,393,118 | -41.7% | $811.8M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 2,607,185 | 3,576,365 | +37.2% | $660.9M |
| ROYAL BANK OF CANADA | TRIM | 4,815,637 | 3,526,611 | -26.8% | $651.7M |
| JANE STREET GROUP, LLC | DOUBLED | 335,444 | 2,988,580 | +790.9% | $552.3M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 6,301,487 | 4,211,240 | -33.2% | $542.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$6.1M — $0.00 bought, $6.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | TRICOIRE JEAN-PASCAL | Director | AWARD | 183 | — | — |
| Sep 30, 2026 | MCLAUGHLIN MARK D | Director | AWARD | 393 | — | — |
| Sep 25, 2026 | AMON CRISTIANO R | President & CEO | SELL | 10,000 | $200.00 | $2.0M |
| Sep 21, 2026 | AMON CRISTIANO R | President & CEO | SELL | 10,000 | $195.00 | $1.9M |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 36 | $178.63 | $6.4K |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 48 | $179.76 | $8.6K |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 32 | $177.62 | $5.7K |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 82 | $180.87 | $14.8K |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 696 | $181.89 | $126.6K |
| Sep 11, 2026 | Palkhiwala Akash J. | EVP, CFO & COO | SELL | 347 | $184.63 | $64.1K |
Congressional trades
QCOM trades disclosed by members of Congress, with disclosure delay.
5 members · 2 buys / 6 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Maria Elvira Salazar | R | HOUSE | SELL | $1,001 - $15,000 | QUALCOMM Inc | Sep 10, 2026(23d) |
| Aug 12, 2026 | Maria Elvira Salazar | R | HOUSE | SELL | $1,001 - $15,000 | QUALCOMM Inc | Sep 10, 2026(30d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | QUALCOMM Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | QUALCOMM Inc | Aug 12, 2026(37d) |
| May 7, 2026 | Sara Jacobs | D | HOUSE | SELL | $500,001 - $1,000,000 | QUALCOMM Inc | May 21, 2026(15d) |
| May 6, 2026 | Sara Jacobs | D | HOUSE | SELL | $500,001 - $1,000,000 | QUALCOMM Inc | May 21, 2026(16d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | SELL | $15,001 - $50,000 | QUALCOMM Inc | May 1, 2026(32d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | QUALCOMM Inc | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for QCOM.
Shares short
38,316,643
Settlement Sep 15, 2026
Change vs prior
+13.6%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈3.6%
Estimate — not % of float
All QCOM filing & press-release reports (8)
- Piper Sandler Initiates QCOM at Neutral — PT $190 (+7.7%)Sep 10, 2026
- BNP Paribas downgrades stock to Neutral — PT $120 (-23%) following double downgrade; earnings in 11 daysApr 17, 2026
- Daiwa Capital double upgrades QCOM to Outperform — PT raised to $225 (from $140, +61%)May 8, 2026
- Morgan Stanley double upgrade: Underweight → Equal-WeightJun 25, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 4, 2026
- CLUSTER reportMar 13, 2026