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QCQCOM

QUALCOMM Incorporated

$QCOM·$176B·Semiconductors·Technology
$170.42+3.8%YTD-6.4%1Y+2.1%
Mentions · last 7 days
2026-08-21: 64 posts2026-08-22: 26 posts631+4%
Price updated 34m ago·X counts updated 9d ago
QCQCOM
$QCOMQUALCOMM Incorporated
$170.42+3.79%631 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $QCOM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Qualcomm's handset business is grinding, but the AI250 accelerator and Modular acquisition set up a real 2027 data-center inflection.

Qualcomm is the largest wireless-chip designer (Snapdragon handset SoCs, RF front-end, automotive), now positioning aggressively into AI-edge and data center compute. The setup is a quality name where the multiple has compressed while the strategic pivot is quietly building.

  • The core P&L is fine but not accelerating: Q3 FY26 revenue was in-line at $9.95B and Q2 revenue actually fell 3.5% YoY to $10.6B — margins remain strong (55% GM, 25.5% OM, ROIC 20%), and the trailing P/E of 23x is reasonable for the mix, but the current print doesn't yet show the strategic pivot in the numbers.
  • The 2027 data-center story is the real bull case: at the 6G Leadership Day, management guided the AI250 accelerator to 6x HBM bandwidth at the same power (shipping 2027), doubled the non-handset revenue target to $40B by FY29, and completed the Modular acquisition on August 3 — Citi's $255 target (+55% upside) is anchored on this pipeline landing.
  • The handset overhang is the real drag: Samsung's Exynos 2700 has reportedly outperformed Snapdragon internally, raising the risk of a materially reduced Galaxy S27 socket, and Xiaomi is building its own XRING O3 — QCOM has been here before but the concentration risk is worth respecting until proven otherwise.

The setup is a real-business compounder priced for the handset drag with the 2027 data-center pivot as free option — the November 4 Q4 FY26 print is the next referee, and the market needs any non-handset revenue disclosure and updated automotive momentum. A guide-in-line print with fresh AI250 customer color breaks the coil up; a materially reduced Galaxy S27 socket announcement between now and earnings takes the stock back toward the 52-week low.

Agrees with X sentimentThe X bulls' anchors on 6G Leadership Day, the AI250's 6x HBM bandwidth-at-same-power shipping 2027, Citi's +55% upside PT, the doubled $40B non-handset FY29 target, the Modular acquisition, and 15x P/E with AI-edge optionality are all consistent with the filings and reported plans. The bears' Exynos 2700 / Galaxy S27 socket-cut and Xiaomi XRING O3 concerns are equally real and worth respecting.

What to watch: The November 4 Q4 FY26 earnings — need non-handset revenue disclosure, updated automotive momentum, and any fresh AI250 customer color. A materially reduced Galaxy S27 socket announcement between now and earnings takes the stock back toward the 52-week low; a guide-in-line print with AI250 customer color breaks the coil up.

On the calendar: 2026-11-04 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment55 posts analyzed · as of 2026-08-30

The chatter frames Qualcomm as an underappreciated edge-AI and data-center play, with posters citing High Bandwidth Compute promising 6x HBM bandwidth at the same power, the Modular acquisition and Chris Lattner as a CUDA challenger, a doubled FY2029 non-handset revenue target to $40B, and Citi flagging roughly 55% upside on a 15x forward multiple. Options desks note aggressive Sep 170 call buying. Bears point to Samsung's Exynos 2700 beating next-gen Snapdragon and Xiaomi's in-house Xring O3.

Read the AI verdict + X sentiment for $QCOM

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Licenses smartphone modem patents and sells Snapdragon chips for phones, PCs, and automotive applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $QCOM.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $QCOM

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; QUALCOMM Incorporated is a company dedicated to developing and bringing to market fundamental technologies crucial for t.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.21$2.23-0.9%
Q1 2026Apr 29, 2026$2.65$2.56+3.5%
Q4 2025Feb 4, 2026$3.50$3.39+3.2%
Q3 2025Nov 5, 2025$3.00$2.87+4.5%
Next earningsWed, Nov 4·consensus EPS $2.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$10.6B-3.5%53.8%21.8%$6.92$1.9B
Q1 FY26$12.3B+5.0%54.6%27.5%$2.81$4.4B
Q4 FY25$11.3B+10.0%55.3%25.9%$-2.84$3.6B
Q3 FY25$10.4B+10.3%55.6%26.6%$2.44$2.6B

Forward consensus

4-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$42.6B$42.1B – $43.4B$10.77$10.40 – $11.3824
FY27$44.3B$41.3B – $49.9B$10.90$9.89 – $13.0624
FY28$51.3B$45.4B – $57.8B$13.48$12.25 – $15.3117
FY29$61.2B$57.3B – $65.9B$16.45$15.09 – $18.088

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Patricia Y GrechSVP, Chief Accounting Officer625 sh$102KSellAug 12Akash J. PalkhiwalaCFO2.5K sh$408KSellAug 3Heather S AceEVP, Chief HR Officer3.2K sh$471KSellJul 14Akash J. PalkhiwalaCFO2.5K sh$452KSellJun 11Akash J. PalkhiwalaCFO2.5K sh$493KSellMay 21Patricia Y GrechSVP, Chief Accounting Officer829 sh$167KSellMay 12Akash J. PalkhiwalaCFO1.4K sh$297KSellMay 5Cristiano R AmonCEO10.0K sh$1.9MSellMay 4Cristiano R AmonCEO10.0K sh$1.8MSellMay 4Heather S AceEVP, Chief HR Officer3.2K sh$569K
1–10 of 15
+ 18 other (14 awards · 2 exempts · 2 inkinds) in window

See when $QCOM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KUnregistered equity saleJun 248-K — Item 3.02: Unregistered equity sale
AI summary

Qualcomm entered a definitive agreement on June 21, 2026 to acquire Modular Inc., with consideration of up to 19.2 million QCOM shares issued via private placement under Section 4(a)(2)/Reg D to Modular equity holders. The acquisition is subject to customary closing conditions. Material — a stock-based M&A transaction that will dilute QCOM shareholders by approximately 1.6% at current share counts; signals continued AI/edge compute expansion strategy.

8-KShareholder voteMar 198-K — Item 5.07: Shareholder vote
AI summary

QCOM held its Annual Meeting of stockholders around 2026-03-19 (8-K Item 5.07). Stockholders elected 9 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 13 other (5 13Gs · 2 S-8s · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Qualcomm (QCOM) Up 8.7% Since Last Earnings Report: Can It Continue?zacks.com·3d agoThe $50 Trillion Robot Boom Starts at $10 an Hourinvestorplace.com·4d agoVietnam urges Qualcomm, Samsung to deepen AI, chip investment as it seeks tech upgradereuters.com·4d agoQualcomm: Handset Pains Persist - Data Center Inflection In FY 2027seekingalpha.com·4d agoQUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcriptseekingalpha.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureQuantum Computing

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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