AI Roadmap Unveiled: Social media discussions have intensified around Qualcomm's recent cross-industry AI product strategy announcement, focusing on expansions across mobile, automotive, and data center applications. Observers note the emphasis on edge AI as a way to broaden beyond smartphone chips amid evolving industry trends. Comments frequently reference potential shipments from a major hyperscaler customer later this year.

Valuation Scrutiny: Participants point out that even after a 40 percent rally, the stock trades near 20 times forward earnings, a level seen as reflecting lingering doubts over handset revenue declines. Some highlight growth in automotive and IoT segments as counterbalances, while comparing the multiple favorably to other AI-related semiconductor names. The conversation underscores execution on new initiatives as a pivotal factor.

Chart and Sentiment Shifts: Technical charts circulated show stacked moving averages supporting an uptrend, with descriptions of institutional positioning adding interest. Endorsements tied to edge AI capabilities have fueled debate on diversification potential, though handset dependencies remain a recurring concern in the dialogue.

Note: This discussion summary was generated from an AI condensation of post data.

Qualcomm Insider Trading Activity

Qualcomm insiders have traded $QCOM stock on the open market 59 times in the past 6 months. Of those trades, 0 have been purchases and 59 have been sales.

Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months:

• CRISTIANO R AMON (President & CEO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,650,000.
• AKASH J. PALKHIWALA (EVP, CFO & COO) has made 0 purchases and 51 sales selling 16,666 shares for an estimated $2,716,208.
• HEATHER S ACE (EVP, Chief HR Officer) has made 0 purchases and 2 sales selling 6,400 shares for an estimated $1,007,424.
• PATRICIA Y GRECH (SVP, Chief Accounting Officer) has made 0 purchases and 4 sales selling 1,687 shares for an estimated $288,522.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

Qualcomm Revenue

Qualcomm had revenues of $10.6B in Q2 2026. This is a decrease of -3.46% from the same period in the prior year.

You can track QCOM financials on Quiver Quantitative's QCOM stock page.

You can access data on QCOM stock through the Quiver Quantitative API.

Qualcomm Congressional Stock Trading

Members of Congress have traded $QCOM stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $QCOM stock by members of Congress over the last 6 months:

• REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/13 and 0 sales.
• REPRESENTATIVE SARA JACOBS has traded it 2 times. They made 0 purchases and 2 sales worth up to $2,000,000 on 05/07, 05/06.
• REPRESENTATIVE JARED MOSKOWITZ sold up to $50,000 on 03/31.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

Qualcomm Hedge Fund Activity

We have seen 1,151 institutional investors add shares of Qualcomm stock to their portfolio, and 1,738 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 24,234,489 shares (+365.5%) to their portfolio in Q1 2026, for an estimated $3,070,269,834
• WELLINGTON MANAGEMENT GROUP LLP removed 8,375,140 shares (-50.1%) from their portfolio in Q1 2026, for an estimated $1,061,047,324
• BLACKROCK, INC. added 5,875,924 shares (+5.9%) to their portfolio in Q1 2026, for an estimated $744,421,399
• AMERIPRISE FINANCIAL INC removed 3,804,877 shares (-38.6%) from their portfolio in Q1 2026, for an estimated $482,040,247
• VAN ECK ASSOCIATES CORP added 3,671,788 shares (+35.5%) to their portfolio in Q1 2026, for an estimated $465,179,188
• PRICE T ROWE ASSOCIATES INC /MD/ removed 3,294,195 shares (-30.4%) from their portfolio in Q1 2026, for an estimated $417,341,893
• INVESCO LTD. added 2,771,490 shares (+28.1%) to their portfolio in Q4 2025, for an estimated $474,063,364

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Qualcomm Analyst Ratings

Wall Street analysts have issued reports on $QCOM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

• Barclays issued a "Underweight" rating on 04/30/2026
• Benchmark issued a "Buy" rating on 04/30/2026

To track analyst ratings and price targets for Qualcomm, check out Quiver Quantitative's $QCOM forecast page.

Qualcomm Price Targets

Multiple analysts have issued price targets for $QCOM recently. We have seen 21 analysts offer price targets for $QCOM in the last 6 months, with a median target of $170.0.

Here are some recent targets:

• Aaron Rakers from Wells Fargo set a target price of $230.0 on 06/12/2026
• Ivan Feinseth from Tigress Financial set a target price of $280.0 on 05/08/2026
• Louis Miscioscia from Daiwa Capital set a target price of $225.0 on 05/08/2026
• C.J. Muse from Cantor Fitzgerald set a target price of $150.0 on 04/30/2026
• Kevin Cassidy from Rosenblatt set a target price of $190.0 on 04/30/2026
• Mark Lipacis from Evercore ISI Group set a target price of $179.0 on 04/30/2026
• Tom O'Malley from Barclays set a target price of $150.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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