Inceptionr LLC Buys New Holdings in Qualcomm Incorporated $QCOM

Inceptionr LLC acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM) during the first quarter, Holdings Channel.com reports. The firm acquired 16,713 shares of the wireless technology company’s stock, valued at approximately $2,152,000. Qualcomm comprises 0.5% of Inceptionr LLC’s holdings, making the stock its 9th biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Qualcomm by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company’s stock worth $19,524,350,000 after buying an additional 647,076 shares during the last quarter. Geode Capital Management LLC raised its position in Qualcomm by 12.5% during the fourth quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after acquiring an additional 3,221,924 shares in the last quarter. Wellington Management Group LLP lifted its holdings in Qualcomm by 34.5% in the fourth quarter. Wellington Management Group LLP now owns 16,727,862 shares of the wireless technology company’s stock valued at $2,861,301,000 after acquiring an additional 4,290,622 shares during the period. Norges Bank acquired a new position in Qualcomm in the fourth quarter valued at approximately $2,591,056,000. Finally, Amundi boosted its position in Qualcomm by 9.9% in the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company’s stock worth $2,136,486,000 after purchasing an additional 1,138,541 shares in the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Wall Street Analysts Forecast Growth

QCOM has been the subject of several analyst reports. UBS Group set a $190.00 target price on shares of Qualcomm in a research note on Monday. Monness Crespi & Hardt upgraded shares of Qualcomm to a “buy” rating in a research report on Thursday, June 25th. Tigress Financial increased their target price on shares of Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Lake Street Capital cut Qualcomm to a “hold” rating in a research report on Thursday, June 25th. Finally, Daiwa Securities Group upgraded Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target for the company in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twenty-one have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $219.76.

Insider Transactions at Qualcomm

In related news, CEO Cristiano R. Amon sold 10,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $180.00, for a total value of $1,800,000.00. Following the completion of the transaction, the chief executive officer directly owned 197,568 shares of the company’s stock, valued at approximately $35,562,240. This represents a 4.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $211.90, for a total value of $529,750.00. Following the completion of the transaction, the executive vice president owned 28,184 shares in the company, valued at $5,972,189.60. The trade was a 8.15% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 21,721 shares of company stock worth $4,044,465 over the last three months. 0.05% of the stock is owned by insiders.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm reportedly deepened ties with a major Apple rival, which could broaden its handset and wireless chip exposure beyond Apple-linked demand. Qualcomm deepens ties with major Apple rival
• Positive Sentiment: Reports that Qualcomm signed deals with three major hyperscalers for AI chips point to a potential new growth engine in data center AI, an area investors are watching closely for a re-rating. Qualcomm just signed deals with 3 major hyperscalers for AI chips
• Positive Sentiment: Some analysts say Qualcomm’s post–Investor Day reset has improved fair value estimates, suggesting the recent pullback may have made the shares look more attractive on valuation. Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset
• Neutral Sentiment: Semiconductor ETFs have been strong this year, which supports sentiment for the chip sector broadly, but this is more of an industry backdrop than a company-specific catalyst for Qualcomm. Semiconductor ETFs Surge Ahead of Intel Earnings
• Neutral Sentiment: Multiple previews ahead of Qualcomm’s Q3 earnings highlight Snapdragon launches and AI/PC opportunities, but also note competitive pressure and softer Android demand, leaving the market in a wait-and-see mode. Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?
• Negative Sentiment: Analysts expect Q3 earnings to decline, which can weigh on the stock ahead of the report if investors worry that Qualcomm’s core mobile business is slowing. Analysts Estimate Qualcomm (QCOM) to Report a Decline in Earnings
• Negative Sentiment: A broader semiconductor pricing-power story also flagged Qualcomm as more exposed than AI infrastructure leaders to rising foundry costs, since smartphone and consumer customers are less willing to absorb higher component prices, increasing margin pressure risk. TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

Qualcomm Stock Performance

NASDAQ:QCOM opened at $171.11 on Friday. The company has a fifty day moving average of $204.21 and a two-hundred day moving average of $168.40. Qualcomm Incorporated has a fifty-two week low of $121.99 and a fifty-two week high of $259.92. The stock has a market capitalization of $180.35 billion, a PE ratio of 18.60, a P/E/G ratio of 5.22 and a beta of 1.63. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.56 by $0.09. The firm had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The company’s revenue for the quarter was down 3.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, research analysts forecast that Qualcomm Incorporated will post 7.97 earnings per share for the current fiscal year.

Qualcomm Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be issued a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.2%. Qualcomm’s dividend payout ratio is presently 40.00%.

Qualcomm 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.