Qualcomm Incorporated $QCOM Shares Purchased by Robinson Value Management Ltd.

Robinson Value Management Ltd. raised its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 68.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,445 shares of the wireless technology company’s stock after purchasing an additional 18,054 shares during the period. Qualcomm accounts for about 3.2% of Robinson Value Management Ltd.’s holdings, making the stock its 3rd biggest position. Robinson Value Management Ltd.’s holdings in Qualcomm were worth $5,724,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Your Advocates Ltd. LLP acquired a new stake in Qualcomm during the 1st quarter worth $26,000. Richardson Financial Services Inc. lifted its position in Qualcomm by 90.9% in the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after acquiring an additional 80 shares during the last quarter. Torren Management LLC acquired a new position in Qualcomm in the fourth quarter valued at $29,000. Caitong International Asset Management Co. Ltd boosted its stake in Qualcomm by 17,000.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after acquiring an additional 170 shares in the last quarter. Finally, Birchwood Financial Partners Inc. purchased a new position in shares of Qualcomm during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insider Activity

In other news, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $177.82, for a total value of $569,024.00. Following the sale, the executive vice president owned 39,735 shares of the company’s stock, valued at $7,065,677.70. The trade was a 7.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $201.77, for a total transaction of $167,267.33. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 21,721 shares of company stock valued at $4,044,465. 0.05% of the stock is owned by corporate insiders.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Analyst commentary is turning more constructive ahead of Qualcomm’s upcoming earnings, with one preview arguing the market has not fully priced in the company’s growth potential. Qualcomm Earnings Preview: A Lot Of Growth Potential Not Baked In Yet (Rating Upgrade)
• Positive Sentiment: Qualcomm confirmed it will report fiscal third-quarter 2026 results on July 29, which keeps investors focused on a potential catalyst if results or guidance surprise to the upside. Qualcomm Schedules Third Quarter Fiscal 2026 Earnings Release and Conference Call
• Positive Sentiment: Some recent analysis continues to frame Qualcomm as a value and AI-growth story, highlighting its cash generation and potential upside in data center/AI-related opportunities. QCOM: A Cash Gusher At A Marked-Down Price
• Neutral Sentiment: Qualcomm also announced the timing of its earnings call through another wire release, reinforcing that the next major stock-moving event is the late-July report. Qualcomm Schedules Third Quarter Fiscal 2026 Earnings Release and Conference Call
• Negative Sentiment: A short-seller-driven story added pressure by claiming a rumored Qualcomm-Anthropic partnership signal was not real, dampening enthusiasm around a potential AI catalyst. QCOM stock suffers 3-day slide: Short seller flags ‘hidden’ Anthropic partnership code — then finds deal wasn’t real
• Negative Sentiment: Insider selling by EVP Akash Palkhiwala, though conducted under a pre-arranged trading plan, may add to near-term negative sentiment. Akash Palkhiwala Sells 2,500 Shares of Qualcomm (NASDAQ:QCOM) Stock

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on QCOM shares. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $160.00 target price on shares of Qualcomm in a report on Thursday, April 30th. Weiss Ratings restated a “hold (c)” rating on shares of Qualcomm in a research note on Wednesday, June 24th. Monness Crespi & Hardt raised Qualcomm to a “buy” rating in a research report on Thursday, June 25th. Citigroup boosted their price objective on Qualcomm from $160.00 to $198.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Finally, The Goldman Sachs Group started coverage on Qualcomm in a report on Thursday, June 25th. They issued a “neutral” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twenty-one have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $221.31.

Qualcomm Trading Down 0.1%

Shares of QCOM stock opened at $177.98 on Thursday. The business’s 50 day moving average is $209.21 and its two-hundred day moving average is $168.43. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a market capitalization of $187.59 billion, a P/E ratio of 19.35, a price-to-earnings-growth ratio of 5.30 and a beta of 1.63. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business had revenue of $10.60 billion during the quarter, compared to analysts’ expectations of $10.59 billion. During the same quarter in the prior year, the business earned $2.85 earnings per share. The company’s quarterly revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities analysts forecast that Qualcomm Incorporated will post 7.96 EPS for the current year.

Qualcomm Profile

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

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