Robeco Schweiz AG Has $25.40 Million Stake in QUALCOMM Incorporated $QCOM

Robeco Schweiz AG decreased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 18.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 152,695 shares of the wireless technology company’s stock after selling 34,600 shares during the quarter. Robeco Schweiz AG’s holdings in QUALCOMM were worth $25,402,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in QUALCOMM by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock worth $18,260,635,000 after acquiring an additional 290,799 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its position in shares of QUALCOMM by 656,661.0% during the second quarter. Kingstone Capital Partners Texas LLC now owns 58,773,542 shares of the wireless technology company’s stock worth $9,360,274,000 after purchasing an additional 58,764,593 shares in the last quarter. State Street Corp lifted its position in shares of QUALCOMM by 0.8% during the second quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company’s stock worth $8,547,014,000 after purchasing an additional 420,352 shares in the last quarter. Norges Bank acquired a new stake in shares of QUALCOMM in the second quarter valued at approximately $2,713,603,000. Finally, Amundi raised its position in QUALCOMM by 38.2% in the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock worth $1,866,451,000 after purchasing an additional 3,186,524 shares during the last quarter. Institutional investors own 74.35% of the company’s stock.

QUALCOMM Price Performance

QCOM stock opened at $165.29 on Wednesday. The stock has a market cap of $177.03 billion, a PE ratio of 33.80, a price-to-earnings-growth ratio of 3.71 and a beta of 1.21. The stock has a 50-day moving average price of $172.87 and a two-hundred day moving average price of $165.64. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95.

QUALCOMM (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.87 by $0.13. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The company had revenue of $11.27 billion for the quarter, compared to the consensus estimate of $10.74 billion. During the same period last year, the company earned $2.69 earnings per share. The firm’s revenue was up 10.0% compared to the same quarter last year. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Equities analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Analyst/feature that highlights Qualcomm’s attractive risk/reward — strong free cash flow, disciplined capital returns, a 6.6% shareholder yield, and an emerging AI data‑center inferencing opportunity that could materially grow non‑handset revenue. Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention
• Positive Sentiment: Strategic win: Volkswagen deal to power software‑defined vehicles (zonal architecture, Level‑4 driving, AI infotainment) through 2027 — a clear revenue-growth path in automotive/IoT that helps diversify away from handsets. Volkswagen-Qualcomm Deal Strengthens SDV and Autonomous Push
• Neutral Sentiment: Scenario analysis arguing the stock may be mispriced — presents multiple outcomes (upside if diversification/AI wins; downside if handset losses persist). Useful framework but outcome‑dependent. Qualcomm: 3 Scenarios, One Mispriced Stock
• Neutral Sentiment: Short‑interest data reported is unreliable/zero in the feed (no clear signal of a short squeeze or heavy shorting based on this dataset).
• Negative Sentiment: MarketBeat: Mizuho downgraded QCOM from Outperform to Neutral and cut its target to $175, citing Apple‑modem share losses, handset weakness and softer smartphone demand — the note sparked selling and flagged technical downside toward ~$160. Qualcomm: Wall Street’s Patience Is Wearing Thin
• Negative Sentiment: Zacks and MSN pieces highlight the stock trading down and investor concern that QCOM is underperforming the broader market amid handset/modem worries. Qualcomm (QCOM) Falls More Steeply Than Broader Market: What Investors Need to Know Qualcomm (QCOM) stock trades down, here is why
• Negative Sentiment: Forbes questions how far QCOM can fall after a recent ~7% drop over 21 trading days, pointing to renewed fears around handset demand and potential Apple modem share losses. How Low Can Qualcomm Stock Drop?
• Negative Sentiment: AmericanBankingNews reports Mizuho cut to Hold — reinforcing the downgrade narrative that pressured the stock. QUALCOMM (NASDAQ:QCOM) Cut to “Hold” at Mizuho

Insider Transactions at QUALCOMM

In related news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Akash J. Palkhiwala sold 10,000 shares of the firm’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $175.12, for a total value of $1,751,200.00. Following the sale, the executive vice president directly owned 44,803 shares of the company’s stock, valued at $7,845,901.36. This represents a 18.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 53,155 shares of company stock valued at $9,267,593. 0.08% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Wall Street Zen lowered QUALCOMM from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. TD Cowen lifted their price objective on QUALCOMM from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. JPMorgan Chase & Co. upped their target price on shares of QUALCOMM from $200.00 to $210.00 and gave the company an “overweight” rating in a research report on Tuesday, November 4th. UBS Group raised their target price on shares of QUALCOMM from $175.00 to $185.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of QUALCOMM in a research note on Monday, December 29th. Twelve research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, QUALCOMM currently has an average rating of “Moderate Buy” and a consensus price target of $191.56.

QUALCOMM Company 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.