QUALCOMM (NASDAQ:QCOM) Downgraded by Daiwa America to Hold

Daiwa America cut shares of QUALCOMM (NASDAQ:QCOM) from a strong-buy rating to a hold rating in a research report report published on Wednesday morning,Zacks.com reports.

A number of other brokerages have also recently commented on QCOM. Evercore dropped their price target on QUALCOMM from $157.00 to $134.00 and set an “in-line” rating for the company in a research note on Thursday, February 5th. Mizuho decreased their price target on QUALCOMM from $160.00 to $140.00 and set a “neutral” rating for the company in a report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price objective on shares of QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Sanford C. Bernstein reissued an “outperform” rating and set a $200.00 target price on shares of QUALCOMM in a research note on Monday, February 2nd. Finally, Rosenblatt Securities decreased their price target on shares of QUALCOMM from $225.00 to $190.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $164.67.

QUALCOMM Stock Down 1.0%

QCOM traded down $1.37 on Wednesday, hitting $139.67. 2,051,292 shares of the company were exchanged, compared to its average volume of 10,479,819. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The stock’s fifty day moving average is $165.26 and its 200-day moving average is $164.56. QUALCOMM has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a market cap of $149.03 billion, a PE ratio of 28.88, a PEG ratio of 6.93 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last announced its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same quarter in the prior year, the business earned $3.41 EPS. QUALCOMM’s quarterly revenue was up 4.7% on a year-over-year basis. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities research analysts predict that QUALCOMM will post 9.39 EPS for the current fiscal year.

QUALCOMM Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is presently 73.55%.

Insiders Place Their Bets

In other QUALCOMM news, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, the executive vice president directly owned 16,393 shares in the company, valued at $2,245,841. This represents a 16.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction on 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 directly owned 23,944 shares in the company, valued at $4,262,750.32. This trade represents a 23.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 46,217 shares of company stock valued at $7,901,275. Insiders own 0.05% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Guinness Asset Management LTD boosted its holdings in QUALCOMM by 11.6% during the 2nd quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock worth $8,824,000 after acquiring an additional 5,779 shares during the last quarter. CORDA Investment Management LLC. lifted its position in shares of QUALCOMM by 18.6% during the second quarter. CORDA Investment Management LLC. now owns 22,474 shares of the wireless technology company’s stock valued at $3,579,000 after purchasing an additional 3,524 shares in the last quarter. Westerkirk Capital Inc. purchased a new position in QUALCOMM during the second quarter worth about $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new stake in QUALCOMM in the 2nd quarter worth about $3,896,000. Finally, Inscription Capital LLC increased its stake in QUALCOMM by 58.1% in the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock valued at $2,172,000 after buying an additional 4,799 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: DZ Bank upgraded QCOM to a “strong‑buy,” a clear buy-side endorsement that can support further upside as investors chase analyst conviction. Zacks.com
• Positive Sentiment: Piper Sandler reiterated an overweight/positive stance after Qualcomm beat estimates, which reinforces the message that the company’s earnings can still attract growth-focused investors despite recent volatility. Qualcomm beats estimates (MSN)
• Positive Sentiment: Market commentary says QCOM is deeply oversold and technical indicators (RSI) are turning higher, arguing the stock may be due for a bounce and highlighting several bullish analyst targets well above current levels. (MarketBeat analysis)
• Neutral Sentiment: UBS kept a Neutral rating but cut its price target from $185 to $160, signaling caution on near‑term visibility while keeping the stock in the investment mix. UBS rating (InsiderMonkey)
• Neutral Sentiment: Mizuho also trimmed its target to $160, reflecting similar analyst conservatism on near‑term handset exposure and guidance sensitivity. (reported alongside other coverage)
• Neutral Sentiment: Coverage pieces and earnings‑call writeups (e.g., “5 revealing analyst questions”) keep investor attention on management’s commentary and guidance detail — these are information catalysts that can add volatility but not a one‑way bias. Earnings call Q&A (MSN)
• Negative Sentiment: Daiwa Securities/America downgraded Qualcomm (from strong‑buy/outperform to hold/neutral), and one Daiwa note set a $140 target — downgrades and targets near the current price increase selling pressure and signal lower conviction among some institutional analysts. Daiwa downgrade (Zacks/Finviz)
• Negative Sentiment: Additional negative sentiment items include bearish commentary pieces (e.g., “Bear of the Day”) that can amplify short‑term selling or deter new buyers while guidance and handset exposure remain uncertain. Bear of the Day (Sharewise)

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.