Tema Etfs LLC Takes $3.17 Million Position in QUALCOMM Incorporated $QCOM

Tema Etfs LLC acquired a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 19,063 shares of the wireless technology company’s stock, valued at approximately $3,171,000.

Other institutional investors have also recently bought and sold shares of the company. Harbor Capital Advisors Inc. raised its stake in shares of QUALCOMM by 72.2% during the 3rd 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. Chung Wu Investment Group LLC bought a new stake in shares of QUALCOMM in the 2nd quarter valued at approximately $32,000. Harbor Asset Planning Inc. acquired a new position in QUALCOMM in the second quarter worth approximately $32,000. Winnow Wealth LLC bought a new position in QUALCOMM during the second quarter valued at approximately $32,000. Finally, Lavaca Capital LLC acquired a new stake in QUALCOMM in the second quarter valued at approximately $32,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. The trade was a 23.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the sale, the executive vice president directly owned 26,071 shares of the company’s stock, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,155 shares of company stock valued at $9,267,593 in the last 90 days. 0.08% of the stock is currently owned by corporate insiders.

QUALCOMM Price Performance

NASDAQ QCOM opened at $177.78 on Monday. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.10 and a current ratio of 2.82. The stock has a market capitalization of $190.40 billion, a PE ratio of 36.36, a P/E/G ratio of 3.89 and a beta of 1.21. The stock has a 50-day simple moving average of $173.25 and a 200 day simple moving average of $165.51.

QUALCOMM (NASDAQ:QCOM) last released its earnings results 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 return on equity of 43.22% and a net margin of 12.51%.The firm had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same quarter last year, the firm posted $2.69 EPS. The company’s revenue was up 10.0% on a year-over-year basis. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Research analysts anticipate that QUALCOMM Incorporated will post 9.39 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Weiss Ratings restated a “hold (c)” rating on shares of QUALCOMM in a research note on Monday, December 29th. Bank of America upped their price objective on shares of QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. UBS Group raised their target price on QUALCOMM from $175.00 to $185.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and set a $225.00 price objective on shares of QUALCOMM in a report on Thursday, November 6th. Finally, JPMorgan Chase & Co. upped their target price on QUALCOMM from $200.00 to $210.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 4th. Twelve 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. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $191.56.

Key QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Analysts are rethinking Qualcomm’s investment story after new AI and Android-related announcements at CES, highlighting stronger on-device AI positioning and a broader competitive footprint that could lift long‑term growth expectations. Read More.
• Positive Sentiment: QCOM expanded automotive wins: a Hyundai Mobis partnership to co-develop software-defined vehicles and ADAS using Snapdragon Ride Flex — this could accelerate recurring software/processor revenue from autos. Read More.
• Positive Sentiment: Qualcomm struck a long‑term supply deal to provide infotainment tech for Volkswagen’s new software platform, reinforcing automotive content gains and multi-year revenue visibility. Read More.
• Positive Sentiment: JPMorgan and other CES takeaways show Qualcomm’s Snapdragon platforms are moving deeper into PCs and high‑end laptops, expanding TAM beyond phones and supporting the company’s diversification narrative. Read More.
• Positive Sentiment: Qualcomm showcased robot and AI compute use cases at CES (and in an investor video explaining humanoid-robot deployments), signaling on-device AI traction that supports higher-margin, software-enabled opportunities. Read More. • Read More.
• Neutral Sentiment: Technicals: MarketBeat notes Qualcomm is pressing a key resistance (~$183) after a tightening wedge; a decisive breakout could be bullish, but failure would keep the stock range‑bound — important near-term chart risk/reward ahead of earnings. Read More.
• Neutral Sentiment: Earnings preview: Analysts expect a modest, single‑digit EPS decline for the coming quarter, making the upcoming report a key catalyst — upside beats could drive a sharp move, misses could amplify downside. Read More.
• Neutral Sentiment: Increased investor attention noted by Zacks — higher search/flow can magnify moves in either direction as earnings approach. Read More.
• Negative Sentiment: Mizuho downgraded Qualcomm citing growing handset headwinds — persistent weakness in smartphone volumes/pricing could pressure near‑term earnings and margins, countering diversification gains. Read More.

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.