Equities Analysts Offer Predictions for QUALCOMM Q1 Earnings

QUALCOMM Incorporated (NASDAQ:QCOM) – Analysts at KeyCorp issued their Q1 2026 earnings per share (EPS) estimates for shares of QUALCOMM in a research report issued on Monday, January 12th. KeyCorp analyst J. Vinh forecasts that the wireless technology company will post earnings of $2.77 per share for the quarter. The consensus estimate for QUALCOMM’s current full-year earnings is $9.39 per share.

A number of other research firms also recently issued reports on QCOM. TD Cowen boosted their target price on shares of QUALCOMM from $185.00 to $205.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Mizuho set a $175.00 price objective on QUALCOMM and gave the company a “neutral” rating in a research note on Friday, January 9th. Royal Bank Of Canada started coverage on QUALCOMM in a report on Wednesday. They set a “sector perform” rating and a $180.00 target price on the stock. Wall Street Zen downgraded QUALCOMM from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $225.00 target price on shares of QUALCOMM in a report on Thursday, November 6th. Twelve analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $190.95.

QUALCOMM Stock Down 0.5%

QCOM stock opened at $164.54 on Thursday. The company has a market capitalization of $176.22 billion, a P/E ratio of 33.65, a price-to-earnings-growth ratio of 3.62 and a beta of 1.21. QUALCOMM has a 12 month low of $120.80 and a 12 month high of $205.95. The firm’s fifty day simple moving average is $172.57 and its 200-day simple moving average is $165.63. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10.

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

Institutional Investors Weigh In On QUALCOMM

Several large investors have recently bought and sold shares of the company. Harbor Capital Advisors Inc. increased its position in shares of QUALCOMM by 72.2% during the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC purchased a new position in QUALCOMM in the 3rd quarter valued at $27,000. Chung Wu Investment Group LLC acquired a new stake in QUALCOMM during the 2nd quarter worth $32,000. Harbor Asset Planning Inc. purchased a new stake in shares of QUALCOMM during the second quarter worth $32,000. Finally, Winnow Wealth LLC acquired a new stake in shares of QUALCOMM in the second quarter valued at about $32,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at QUALCOMM

In other news, EVP Akash J. Palkhiwala sold 10,000 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the completion of the sale, the executive vice president owned 44,803 shares of the company’s stock, valued at $7,845,901.36. The trade was a 18.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Heather S. Ace sold 1,600 shares of the company’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $172.87, for a total transaction of $276,592.00. Following the transaction, the insider owned 19,593 shares of the company’s stock, valued at approximately $3,387,041.91. This trade represents a 7.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 53,155 shares of company stock valued at $9,267,593 in the last three months. Company insiders own 0.08% of the company’s stock.

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.