$QCOM

Generating a unique summary for QCOM…

AI-generated for information only — not investment advice.

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA-based 5G products and derivatives; to use cellular standard-essential patents, including 3G, 4G and 5G for cellular devices. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. In addition, the company is also involved in Qualcomm government technologies and data center businesses. Further, it provides security and intelligence services for unmanaged networks through software-based network security solutions. The company is in collaboration with Amazon to enable customized silicon at scale for large-scale AI data centers. QUALCOMM Incorporated was incorporated in 1985 and is headquartered in San Diego, California.

Institutions hold 83.64% · insiders 0.12% · 3,910 institutions

Consensus score 2.57 (1 = strong buy, 5 = sell) · mean target 195.80

• SusquehannaNeutralmain2026-10-21
• TD CowenBuymain2026-10-19
• Piper SandlerNeutralinit2026-09-10
• RBC CapitalSector Performmain2026-09-09
• RosenblattBuymain2026-09-09
• BenchmarkBuymain2026-07-30
• UBSNeutralmain2026-07-30
• SusquehannaNeutralmain2026-07-30
• RBC CapitalSector Performmain2026-07-30
• CitigroupNeutralmain2026-07-30

Next report: 2026-11-04

• S-3Offering Registrations2026-10-02Open
• 8-KCorporate Changes & Voting Matters2026-09-08Open
• 10-QPeriodic Financial Reports2026-07-29Open
• 8-KCorporate Changes & Voting Matters2026-06-24Open
• SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-15Open
• 10-QPeriodic Financial Reports2026-04-29Open
• S-8Offering Registrations2026-03-19Open
• 8-KCorporate Changes & Voting Matters2026-02-04Open
• DEF 14AProxy Statements2026-01-22Open
• 8-KCorporate Changes & Voting Matters2026-01-16Open

• How Investors May Respond To Qualcomm Stock Earnings Outlook Concerns

  QUALCOMM affirmed a quarterly cash dividend of US$0.92 per share for December 2026 while reporting a 16.67% year on year decline in diluted EPS, a 20.00 P/E ratio and a 2.03% dividend yield, alongside weaker operating margins. The business is cutting its global workforce and facing pressure in smartphones and Apple related revenue, at the same time it commits capital to data center chips, robotics and AI partnerships with Amazon and Apple. The focus now turns to how QUALCOMM's dividend...

  Sun, 25 Oct 2026 01:11:17 +0000

• QUALCOMM’s Quarterly Earnings Preview: What You Need to Know

  QUALCOMM is expected to release its fiscal Q4 earnings early next month, while analysts project a significant EPS decline.

  Sat, 24 Oct 2026 16:21:24 +0000

• Qualcomm May Be Preparing Another Round of Job Cuts Next Month. Here’s What to Know.

  Qualcomm CEO Cristiano Amon told employees the company is planning a global workforce reduction, with notifications expected to begin in November.

  Fri, 23 Oct 2026 17:32:25 +0000

• 1 large-cap stock to keep an eye on and 2 we brush off

  Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

  Fri, 23 Oct 2026 17:28:39 +0000

• Prediction: This Chip Stock Could Be a Sleeper AI Winner

  Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company is becoming.

  Fri, 23 Oct 2026 14:00:40 +0000

• AI agents are inside U.S. bank accounts. But nobody knows how.

  Major U.S. banks are detecting unauthorized AI agents inside customer accounts, and they can't tell them apart from humans. Host Ejaaz Ahamadeen breaks down the worst 48 hours in cybersecurity, from a leaked PHP flaw affecting an estimated 70% of websites to a hacking group turning AI agents on Latin American financial targets, and how to protect yourself.

  Fri, 23 Oct 2026 11:00:00 +0000

• What Would It Take For Qualcomm Stock To Move Higher?

  For questions about this article or underlying research, email help@trefis.com.

  Fri, 23 Oct 2026 09:02:00 +0000

• Intel vs. Qualcomm: A Widening Gap in Revenue

  Intel's latest quarter hit $16.1 billion while Qualcomm fell to $9.9 billion—the largest gap in the eight-quarter comparison.

  Thu, 22 Oct 2026 20:45:16 +0000