QCOM

QUALCOMM

QCOM

Attention (50-day avg)0.16%

Attention rank (50-day avg)#69

Bullish sentiment (50-day avg)94%

Price to earnings ratio21.8

Market capitalization200.2B

Earnings per share8.75

Dividend yield (TTM)1.96%

Revenue (annual)44.3B

Net income (annual)5.5B

Social

What share of all stock conversation is about QCOM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.11% +0.03	0.17% +0.01	0.24% +0.18	0.3% +0.21

Sep 29

Qualcomm is quietly expanding into various sectors, including smartphones, AI PCs, automotive, AI glasses, and industrial AI, which may lead to increased growth and opportunities.
The company's recent acquisitions and partnerships, such as the acquisition of PickNik, suggest it is actively expanding its presence in the Physical AI stack, which may have implications for its future growth and competitiveness.
Qualcomm's stock performance and recent patent license renewal with Apple may indicate a potential uptrend, with support levels at $185 and $183, and a possible move towards $200 and $215.

Generated by AI

Sentiment

Of the messages about QCOM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	92.31% +33.08	88.98% -3.66	96.54% +23.88	90.42% +8.52
Bearish	7.69% -33.08	11.02% +3.66	3.46% -23.88	9.58% -8.52

Bullish· Sep 29

Qualcomm is quietly transforming into a diverse technology company with significant opportunities in AI, automotive, and industrial applications.
The company's position as a key hardware provider to Meta Platforms could lead to significant growth, with AI glasses potentially becoming a material consumer platform.
Qualcomm's AI roadmap is strengthening, with the renewal of its patent license with Apple, the launch of the Snapdragon 8 Elite Gen 6, and expansion into data-center AI chips, supporting the company's growth story.

Bearish· Sep 28

$QCOM has declined ~7% today, with investors focusing on supply-chain and 2nm execution risk after recent rally.
Qualcomm's shares have fallen ~5.69% due to a broad semiconductor-sector pullback, with the decline driven by a broad chip selloff and peers sliding.
The market is questioning whether auto, IoT, and data center can carry the next leg of the trade, with some analysts labeling the recent stock performance as "completely irrational."

Generated by AI

Topics

Of the messages about QCOM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	0%	1.16%	0.72%	26.54%
Macro	1.15%	12.62%	23.48%	28.93%
Technical Analysis	1.53%	14.07%	5.3%	1.87%
Announcements	29.64%	46.49%	32.39%	28.61%
Analysts	66.92%	11.97%	36.95%	13.82%
Controversies	0.76%	13.69%	1.17%	0.24%

Earnings· Aug 5

Qualcomm reported Q3 FY2026 earnings with revenue of $9.95B, beating estimates.
The company set a $5B revenue target for 2027 and $15B by 2029, citing AI data centers as a key growth area.
Qualcomm's Q3 headline is described as "mixed", with the company's performance not clearly indicated as a positive or negative.

Analysts· Jul 30

Baird Raises Qualcomm Price Target to $400 — PT $QCOM, highlighting the company's diversification and potential for long-term growth.
TD Cowen analyst Joshua Buchalter maintains Qualcomm with a Buy rating and price target of $175, citing the company's efforts to raise prices and compensate for cost increases.
Evercore ISI analyst Mark Lipacis lowers Qualcomm's price target to $159, citing the company's declining handset sales and accelerating rate of decline, with Apple product revenue expected to fall to negligible levels by fiscal 2027.

Announcements· Sep 29

Qualcomm is expanding its business beyond smartphones to AI, automotive, and industrial applications, with a focus on AI inference and robotics.
The company has made significant announcements, including the acquisition of PickNik, a company behind the MoveIt robotics framework, and the development of the Dragonwing platforms targeting industrial, autonomous, and humanoid robots.
Qualcomm is also targeting the AI data center market, with a potential deal with Amazon worth up to $60 billion over the next decade, including custom AI inference chips and high-speed optical connectivity.

Controversies· Sep 24

Apple and Qualcomm have renewed their global patent license agreement, effective April 1, 2027, extending their patent licensing relationship globally.
The deal does not disclose financial terms, but it comes as Apple moves away from Qualcomm's modems to its own in-house modems.
The renewal of the agreement provides a significant assurance to Qualcomm, reducing the risk of lost revenue from Apple, but does not eliminate it entirely.

Macro· Sep 8

$QCOM's partnership with $AMZN is expanding across multiple generations of custom AI inference silicon and next-gen optical connectivity, with Amazon also receiving warrants for ~25M shares.
The deal could be tied to as much as $60 BILLION in Amazon purchases, making it a significant partnership for $QCOM's AI infrastructure business.
Intel's reported plan to raise CPU prices another 10% could create an opening for $QCOM and MediaTek in the industrial PC and IoT markets, as Intel considers discontinuing its low-margin Small Core lineup.

Technical Analysis· Sep 8

$QCOM has a certain look to it, above the 50/200DMA, MACD curling, and the Risk to Reward is there.
$QCOM needs to break through $170.60 for follow-through to the primary target, with $173 area potentially leading to $185 zone next up.
$QCOM has a gap towards the 50DMA, but the current support of $176.15; waiting to see a reaction here which can present opportunities in either scenario.

Generated by AI

Community

Of the messages about QCOM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	29.23%	83.73%	66.45%	26.44%
Newcomers	70.77%	16.27%	33.55%	73.56%

Regulars· Sep 29

Qualcomm is quietly expanding its business beyond smartphone chips, with growing involvement in AI, automotive, and industrial applications, which could be a positive development for the company.
The stock has been on an uptrend, but is currently at a trendline support level, and may be due for a bounce above $190 for a move towards $200 and $215.
Qualcomm's recent patent license renewal with Apple and significant put flow may be signs of a company in a strong position, despite recent market volatility and negative sentiment.

Newcomers· Sep 29

$QCOM is considered a strong candidate for a rebound, with oversold conditions and a bullish MACD crossover suggesting a potential increase.
Qualcomm's strong cash flow and positive free cash flow are significant factors in its financial performance, with $44.28B in revenue and a positive FCF.
The company's Snapdragon chips are expected to be a major player in the development of AI-enabled wearables, particularly in the production of Meta's glasses, which are considered a key area for future growth.

Generated by AI

News

Qualcomm: Downgrading For The First Time In Over A Year (NASDAQ:QCOM)

Qualcomm Incorporated was downgraded to Hold as valuation and execution risk rise despite AI/data center growth. Click for this QCOM stock update.

19h agoSeeking Alpha

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Chip stocks are snapping back after a brutal session, but the recovery is anything but even, with one name surging five times harder than another. What separates the leaders from the laggards reveals something important about where semiconductor money is flowing right now.

20h agoYahoo Finance

Qualcomm Stock: Deteriorating Handset Revenues And A Weakening Competitive Moat (QCOM)

Reiterate a Sell on Qualcomm (QCOM): handset revenues weaken as Apple exits, and non-handset pivots face risks. See here for more details.

1d agoSeeking Alpha

Why Qualcomm (QCOM) Stock Is Down Today

1d agoYahoo Finance

QUALCOMM slides 7% amid longer-term upswing (QCOM:NASDAQ)

QUALCOMM (QCOM) slid 7%—see key levels, valuation metrics, and the latest AI/robotics, Apple licensing, and analyst takes.

1d agoSeeking Alpha

Qualcomm Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Also Discussed

Investors talking about QCOM also mention

#	Name	Attention
1	NXP Semiconductors N.V.NXPI	0%-0.01
2	Broadcom IncAVGO	0.42%-0.26
3	Intel CorporationINTC	0.65%-0.11
4	Texas Instruments Inc.TXN	0%0
5	Skyworks Solutions, Inc.SWKS	0.03%+0.02
6	Arm Holdings plc ADRARM	0.02%-0.14
7	Taiwan Semiconductor Manufacturing Co. Ltd. ADRTSM	0.15%-0.09
8	Lam Research Corp.LRCX	0.02%-0.01
9	Applied Materials Inc.AMAT	0.01%+0.01
10	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02

QUALCOMM Incorporated

Technology
Semiconductors

QUALCOMM Incorporated is a semiconductor and wireless technology company that develops and commercializes foundational products for mobile devices, connected systems, and other wireless applications. QUALCOMM Incorporated designs chipsets and system software used in smartphones, networking equipment, automotive electronics, Internet of Things devices, and edge computing platforms, with a growing focus on on-device artificial intelligence. The company also licenses intellectual property related to wireless communication standards through its technology licensing business, making it an important participant in the mobile ecosystem. Its operations are organized across semiconductor solutions, licensing, and strategic initiatives, allowing it to serve device makers, network operators, automotive suppliers, and industrial customers. Headquartered in San Diego, California, QUALCOMM Incorporated plays a central role in enabling global wireless connectivity and advanced computing across consumer and enterprise markets.

Website

Location

5775 Morehouse Drive

San Diego, CA, 92121-1714

United States

Social

What share of all stock conversation is about QCOM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.11% +0.03	0.17% +0.01	0.24% +0.18	0.3% +0.21

Sep 29

Qualcomm is quietly expanding into various sectors, including smartphones, AI PCs, automotive, AI glasses, and industrial AI, which may lead to increased growth and opportunities.
The company's recent acquisitions and partnerships, such as the acquisition of PickNik, suggest it is actively expanding its presence in the Physical AI stack, which may have implications for its future growth and competitiveness.
Qualcomm's stock performance and recent patent license renewal with Apple may indicate a potential uptrend, with support levels at $185 and $183, and a possible move towards $200 and $215.

Generated by AI

Sentiment

Of the messages about QCOM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	92.31% +33.08	88.98% -3.66	96.54% +23.88	90.42% +8.52
Bearish	7.69% -33.08	11.02% +3.66	3.46% -23.88	9.58% -8.52

Bullish· Sep 29

Qualcomm is quietly transforming into a diverse technology company with significant opportunities in AI, automotive, and industrial applications.
The company's position as a key hardware provider to Meta Platforms could lead to significant growth, with AI glasses potentially becoming a material consumer platform.
Qualcomm's AI roadmap is strengthening, with the renewal of its patent license with Apple, the launch of the Snapdragon 8 Elite Gen 6, and expansion into data-center AI chips, supporting the company's growth story.

Bearish· Sep 28

$QCOM has declined ~7% today, with investors focusing on supply-chain and 2nm execution risk after recent rally.
Qualcomm's shares have fallen ~5.69% due to a broad semiconductor-sector pullback, with the decline driven by a broad chip selloff and peers sliding.
The market is questioning whether auto, IoT, and data center can carry the next leg of the trade, with some analysts labeling the recent stock performance as "completely irrational."

Generated by AI

Topics

Of the messages about QCOM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	0%	1.16%	0.72%	26.54%
Macro	1.15%	12.62%	23.48%	28.93%
Technical Analysis	1.53%	14.07%	5.3%	1.87%
Announcements	29.64%	46.49%	32.39%	28.61%
Analysts	66.92%	11.97%	36.95%	13.82%
Controversies	0.76%	13.69%	1.17%	0.24%

Earnings· Aug 5

Qualcomm reported Q3 FY2026 earnings with revenue of $9.95B, beating estimates.
The company set a $5B revenue target for 2027 and $15B by 2029, citing AI data centers as a key growth area.
Qualcomm's Q3 headline is described as "mixed", with the company's performance not clearly indicated as a positive or negative.

Analysts· Jul 30

Baird Raises Qualcomm Price Target to $400 — PT $QCOM, highlighting the company's diversification and potential for long-term growth.
TD Cowen analyst Joshua Buchalter maintains Qualcomm with a Buy rating and price target of $175, citing the company's efforts to raise prices and compensate for cost increases.
Evercore ISI analyst Mark Lipacis lowers Qualcomm's price target to $159, citing the company's declining handset sales and accelerating rate of decline, with Apple product revenue expected to fall to negligible levels by fiscal 2027.

Announcements· Sep 29

Qualcomm is expanding its business beyond smartphones to AI, automotive, and industrial applications, with a focus on AI inference and robotics.
The company has made significant announcements, including the acquisition of PickNik, a company behind the MoveIt robotics framework, and the development of the Dragonwing platforms targeting industrial, autonomous, and humanoid robots.
Qualcomm is also targeting the AI data center market, with a potential deal with Amazon worth up to $60 billion over the next decade, including custom AI inference chips and high-speed optical connectivity.

Controversies· Sep 24

Apple and Qualcomm have renewed their global patent license agreement, effective April 1, 2027, extending their patent licensing relationship globally.
The deal does not disclose financial terms, but it comes as Apple moves away from Qualcomm's modems to its own in-house modems.
The renewal of the agreement provides a significant assurance to Qualcomm, reducing the risk of lost revenue from Apple, but does not eliminate it entirely.

Macro· Sep 8

$QCOM's partnership with $AMZN is expanding across multiple generations of custom AI inference silicon and next-gen optical connectivity, with Amazon also receiving warrants for ~25M shares.
The deal could be tied to as much as $60 BILLION in Amazon purchases, making it a significant partnership for $QCOM's AI infrastructure business.
Intel's reported plan to raise CPU prices another 10% could create an opening for $QCOM and MediaTek in the industrial PC and IoT markets, as Intel considers discontinuing its low-margin Small Core lineup.

Technical Analysis· Sep 8

$QCOM has a certain look to it, above the 50/200DMA, MACD curling, and the Risk to Reward is there.
$QCOM needs to break through $170.60 for follow-through to the primary target, with $173 area potentially leading to $185 zone next up.
$QCOM has a gap towards the 50DMA, but the current support of $176.15; waiting to see a reaction here which can present opportunities in either scenario.

Generated by AI

Community

Of the messages about QCOM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	29.23%	83.73%	66.45%	26.44%
Newcomers	70.77%	16.27%	33.55%	73.56%

Regulars· Sep 29

Qualcomm is quietly expanding its business beyond smartphone chips, with growing involvement in AI, automotive, and industrial applications, which could be a positive development for the company.
The stock has been on an uptrend, but is currently at a trendline support level, and may be due for a bounce above $190 for a move towards $200 and $215.
Qualcomm's recent patent license renewal with Apple and significant put flow may be signs of a company in a strong position, despite recent market volatility and negative sentiment.

Newcomers· Sep 29

$QCOM is considered a strong candidate for a rebound, with oversold conditions and a bullish MACD crossover suggesting a potential increase.
Qualcomm's strong cash flow and positive free cash flow are significant factors in its financial performance, with $44.28B in revenue and a positive FCF.
The company's Snapdragon chips are expected to be a major player in the development of AI-enabled wearables, particularly in the production of Meta's glasses, which are considered a key area for future growth.

Generated by AI

QUALCOMM

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 28

Earnings· Aug 5

Analysts· Jul 30

Announcements· Sep 29

Controversies· Sep 24

Macro· Sep 8

Technical Analysis· Sep 8

Regulars· Sep 29

Newcomers· Sep 29

Qualcomm: Downgrading For The First Time In Over A Year (NASDAQ:QCOM)

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Qualcomm Stock: Deteriorating Handset Revenues And A Weakening Competitive Moat (QCOM)

Why Qualcomm (QCOM) Stock Is Down Today

QUALCOMM slides 7% amid longer-term upswing (QCOM:NASDAQ)

Qualcomm Inc. stock underperforms Monday when compared to competitors

Also Discussed

QUALCOMM Incorporated

Company Information

Location

Qualcomm: Downgrading For The First Time In Over A Year (NASDAQ:QCOM)

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Qualcomm Stock: Deteriorating Handset Revenues And A Weakening Competitive Moat (QCOM)

Why Qualcomm (QCOM) Stock Is Down Today

QUALCOMM slides 7% amid longer-term upswing (QCOM:NASDAQ)

Qualcomm Inc. stock underperforms Monday when compared to competitors

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 28

Earnings· Aug 5

Analysts· Jul 30

Announcements· Sep 29

Controversies· Sep 24

Macro· Sep 8

Technical Analysis· Sep 8

Regulars· Sep 29

Newcomers· Sep 29