Harel Insurance Investments & Financial Services Ltd. Takes Position in Qualcomm Incorporated $QCOM

Harel Insurance Investments & Financial Services Ltd. acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM) during the 1st quarter, Holdings Channel.com reports. The firm acquired 3,610 shares of the wireless technology company’s stock, valued at approximately $465,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of QCOM. World Investment Advisors raised its stake in shares of Qualcomm by 14.3% in the fourth quarter. World Investment Advisors now owns 64,911 shares of the wireless technology company’s stock valued at $11,103,000 after acquiring an additional 8,130 shares in the last quarter. MUFG Securities EMEA plc boosted its holdings in Qualcomm by 112.2% in the fourth quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock valued at $7,524,000 after purchasing an additional 23,262 shares during the period. Swedbank AB grew its stake in Qualcomm by 1.5% during the 4th quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after purchasing an additional 23,110 shares in the last quarter. NBC Securities Inc. grew its stake in Qualcomm by 47.5% during the 4th quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after purchasing an additional 6,018 shares in the last quarter. Finally, Sequoia Financial Advisors LLC increased its holdings in Qualcomm by 5.7% during the 4th quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after purchasing an additional 7,804 shares during the period. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $177.82, for a total transaction of $569,024.00. Following the sale, the executive vice president owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $211.90, for a total transaction of $529,750.00. Following the sale, the executive vice president owned 28,184 shares of the company’s stock, valued at $5,972,189.60. This represents a 8.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 21,721 shares of company stock valued at $4,044,465. 0.05% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Susquehanna increased their price target on Qualcomm from $160.00 to $190.00 and gave the company a “neutral” 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 stock a “neutral” rating in a research report on Thursday, June 25th. Craig Hallum lowered shares of Qualcomm from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. Roth Capital began coverage on shares of Qualcomm in a report on Friday, May 8th. They issued a “buy” rating on the stock. Finally, Raymond James Financial started coverage on shares of Qualcomm in a research note on Thursday, June 25th. They issued a “strong-buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twenty-one have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $221.31.

Qualcomm Stock Down 4.1%

Shares of NASDAQ QCOM opened at $170.61 on Friday. The business has a 50-day moving average of $208.57 and a two-hundred day moving average of $168.40. The company has a market capitalization of $179.82 billion, a price-to-earnings ratio of 18.54, a price-to-earnings-growth ratio of 5.30 and a beta of 1.63. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $259.92. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $10.59 billion. During the same quarter in the prior year, the business posted $2.85 EPS. The business’s revenue for the quarter was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, analysts forecast that Qualcomm Incorporated will post 7.96 earnings per share for the current fiscal year.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Micron signed long-term agreements with Qualcomm and other auto suppliers to secure memory and storage components for AI-enabled vehicles, reinforcing Qualcomm’s position in the automotive chip market and supporting its long-term growth narrative. Article Title
• Positive Sentiment: Several recent commentary pieces argued Qualcomm still has meaningful upside tied to AI, data-center, and broader semiconductor demand, with one note upgrading the stock and another highlighting a potential growth story that may not yet be fully priced in. Article Title
• Neutral Sentiment: Qualcomm announced it will report fiscal third-quarter 2026 results on July 29, which keeps investors focused on upcoming guidance and commentary rather than changing fundamentals right now. Article Title
• Neutral Sentiment: Reports that a supposed Qualcomm-Anthropic partnership code reference was not real likely cooled some AI enthusiasm, but the issue appears to have been more speculative than fundamental. Article Title
• Neutral Sentiment: EVP Akash Palkhiwala sold 2,500 shares under a pre-arranged 10b5-1 plan; while insider sales can weigh on sentiment, the sale was small relative to his remaining stake and does not appear to signal a major shift in outlook. Article Title
• Negative Sentiment: Broader semiconductor sentiment has been turning cautious, with Bank of America calling long semiconductors a very crowded trade, which may be pressuring QCOM along with the sector. Article Title
• Negative Sentiment: Recent market commentary also highlighted Qualcomm’s multi-day slide and the possibility that investors are reducing exposure ahead of earnings and amid weaker near-term sentiment. Article Title

About Qualcomm

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.