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QCQCOM

QUALCOMM Incorporated

$QCOM·$186B·Semiconductors·Technology
$170.61-4.1%YTD-1.8%1Y+10.7%
Mentions · last 7 days
2026-07-09: 827 posts2026-07-10: 656 posts2026-07-11: 258 posts2026-07-12: 435 posts2026-07-13: 628 posts2026-07-14: 426 posts2026-07-15: 410 posts3,686-1%
Price updated 5h ago·X counts updated 1d ago
QCQCOM
$QCOMQUALCOMM Incorporated
$170.61-4.14%3.7k posts-1%
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 numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Not competing with NVIDIA on training — carving out the agentic-AI edge, with earnings and Modular's tech landing in the same 30 days.

Qualcomm is the mobile-chip royalty machine quietly positioning as the agentic-AI-at-the-edge platform while NVIDIA and AMD fight over data-center training. Earnings hit in thirteen days, and the setup is decisively event-ahead.

  • The core mobile-royalty engine still funds everything: FY26 Q1 revenue grew 5% YoY to $12.3B, gross margin held at 55%, and Q1 free cash flow was $4.4B — the base business is a durable cash generator that lets Qualcomm re-invest in edge without depending on capital markets.
  • The Modular acquisition (June 21) is a real strategic bet: the ~19.2M-share consideration (roughly 1.6% dilution) buys Qualcomm the compilers-and-frameworks stack for chip-agnostic AI-model deployment on edge devices — Jensen Huang's public endorsement is corroborating third-party signal.
  • Options tape is aggressive but insider action is quiet: institutional call flow has hammered the July 31 192.5 strike with $800K+ blocks repeatedly, while officer Palkhiwala's $452K sale at $180 on July 14 reads as scheduled rather than distributive.

The July 29 Q3 print is the near-term test — clean handset-royalty growth plus edge-AI/automotive/IoT commentary that names customers extends the setup toward the $200 the tape targets. A soft handset outlook or Modular-integration slippage keeps the stock stuck in the $175-$185 range.

Agrees with X sentimentX is emphatically bullish on the agentic-AI-at-the-edge thesis, cites Jensen Huang's public endorsement, and points to repeated $800K+ July 31 192.5 call sweeps. Mechanics broadly back it: FY26 Q1 revenue +5% YoY at 55% gross margin, $4.4B quarterly FCF, and the Modular acquisition adds real edge-AI software capability. The one honest tension is that the stock still trades at 23x TTM P/E while the FY26 revenue is projected at only $42.6B — the print has to affirm the edge-AI narrative, not just the base.

What to watch: The July 29 Q3 earnings. Watch FY guide on handsets (any softening kills the bull setup), edge-AI/automotive/IoT commentary that names Modular integration timing, and any new customer disclosures. Break above $185 confirms the setup; failure to hold $175 kills the pre-earnings coil.

On the calendar: 2026-07-29 — Q3 FY26 earnings

X sentiment

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

Bullish sentiment18 posts analyzed · as of 2026-07-15

Qualcomm chatter is emphatically bullish agentic-AI-edge conviction. Options tape shows massive institutional call sweepers - $837k, $835k, $842k blocks repeatedly hammering 07/31 192.5C. Jensen Huang publicly endorsed QCOM: 'I don't think we're incredibly good at mobile devices... they're doing such a good job.' Bulls frame QCOM as going all-in on Agentic AI for the edge (not competing with NVDA/AMD in data-center training/inference). Community member started QCOM position at $185, averaged up. QCOM listed as one of the top-3 biggest 2026 winners ($134→~$200, +125%). Bulls say 'do not short over $201.' No bear thread.

Read the AI verdict + X sentiment for $QCOM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • 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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $QCOM

Neutral — Licenses smartphone modem patents and sells Snapdragon chips for phones, PCs, and automotive applications; end markets and revenue mix have limited overlap with the AI capex and HBM/compute demand cycle.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%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
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%
Q2 2025Jul 30, 2025$2.77$2.71+2.2%
Next earningsWed, Jul 29·consensus EPS $2.21

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$42.6B$41.9B – $43.5B$10.76$10.40 – $11.3825
FY27$43.9B$41.4B – $49.9B$10.90$9.87 – $12.9625
FY28$50.1B$48.3B – $52.0B$13.16$10.30 – $15.2916
FY29$60.4B$57.7B – $65.2B$16.07$15.14 – $17.768

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.0.8×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.35%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.-17.7%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.+0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β1.645-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

SellJul 14Akash J. PalkhiwalaCFO2.5K sh$452KSellJun 11Akash J. PalkhiwalaCFO2.5K sh$493KSellMay 21Patricia Y GrechSVP, Chief Accounting Officer829 sh$167KSellMay 12Akash J. PalkhiwalaCFO1.9K sh$392KSellMay 5Cristiano R AmonCEO10.0K sh$1.9MSellMay 4Cristiano R AmonCEO10.0K sh$1.8MSellMay 4Heather S AceEVP, Chief HR Officer3.2K sh$569KSellApr 30Patricia Y GrechSVP, Chief Accounting Officer192 sh$33KSellApr 13Akash J. PalkhiwalaCFO2.5K sh$326KSellApr 2Patricia Y GrechSVP, Chief Accounting Officer85 sh$11K
1–10 of 12
+ 16 other (14 awards · 1 exempt · 1 inkind) 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.

+ 12 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsreuters.com·18h agoQualcomm Might Be a Hot AI Stock Next Yearfool.com·1d agoSemiconductor Stock Could Continue to Test Key Resistanceschaeffersresearch.com·2d agoBank of America Says Long Semiconductors is the “Most Crowded Trade Ever”247wallst.com·2d agoQualcomm Earnings Preview: A Lot Of Growth Potential Not Baked In Yet (Rating Upgrade)seekingalpha.com·2d 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 7 · 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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