Qualcomm (NASDAQ: QCOM) insider logs RSU vesting, 625-share sale
Patricia Y. Grech, SVP and Chief Accounting Officer at Qualcomm, had a family trust sell 625 shares of QCOM at $162.85 per share on August 21, 2026, as part of a Rule 10b5-1 trading plan. This transaction followed the vesting of 1,277.3859 Restricted Stock Units on August 20, 2026, from which 1,274 shares were acquired by the trust and 441 shares were withheld for tax obligations.
Qualcomm Incorporated Announces Appointment of Sergio Buniac to Executive Vice President, Effective September 2, 2026
Qualcomm Incorporated has announced the appointment of Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI, effective September 2, 2026. In this role, Buniac will oversee the smartphone, personal computing, smart wearables, and XR businesses, including new AI devices. He joins Qualcomm after over three decades at Motorola, where he most recently served as President of Motorola Devices.
Grech Family Trust to sell 625 Qualcomm (QCOM) shares
The Grech Family Trust has filed a Form 144 notice to sell 625 shares of Qualcomm (QCOM) common stock, valued at $101,781.25. These shares are restricted stock acquired on August 20, 2026, and the proposed sale date is August 21, 2026, through Morgan Stanley Smith Barney. This filing provides transparency regarding the upcoming sale of insider-held securities.
Qualcomm Appoints Sergio Buniac as Executive Vice President and Group General Manager, Mobile, Compute, and Personal AI
Qualcomm has appointed Sergio Buniac as executive vice president and group general manager of Mobile, Compute, and Personal AI, effective September 2. Buniac, who previously spent over three decades at Motorola, will oversee smartphone, personal computing, smart wearables, and XR businesses, including new AI devices. He will report directly to Qualcomm's President and CEO, Cristiano Amon, who highlighted Buniac's extensive experience in driving innovation and leading industry transitions in the mobile sector.
Qualcomm Appoints Sergio Buniac as Executive Vice President and Group General Manager, Mobile, Compute, and Personal AI
Qualcomm has appointed Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI, effective September 2. Buniac, who previously spent over 30 years at Motorola, will oversee Qualcomm's smartphone, personal computing, smart wearables, and XR businesses, including new AI devices. He will report directly to Qualcomm CEO Cristiano Amon, who highlighted Buniac's experience in driving innovation and building consumer devices.
Wealthfront Advisers LLC Invests $23.30 Million in Qualcomm Incorporated $QCOM
Wealthfront Advisers LLC has acquired a new position of 126,066 shares in Qualcomm Incorporated (NASDAQ:QCOM) during the second quarter, valued at approximately $23.30 million. This comes as other institutional investors like Vanguard Group Inc. and BlackRock Inc. have also adjusted their holdings in the wireless technology company. Wall Street analysts currently have a "Hold" consensus rating on QCOM with a price target of $203.63, while the company recently reported mixed earnings and declared a quarterly dividend of $0.92 per share.
4,628 Shares in Qualcomm Incorporated $QCOM Acquired by Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc. recently acquired 4,628 shares of Qualcomm (NASDAQ:QCOM) valued at approximately $855,000 during the second quarter. Institutional investors now own 74.35% of Qualcomm's stock, which currently holds a consensus "Hold" rating from analysts with an average price target of $203.63. Qualcomm reported quarterly revenue of $9.95 billion, exceeding estimates, but its EPS of $2.21 fell slightly short of expectations.
Meeder Advisory Services Inc. Buys Shares of 21,820 Qualcomm Incorporated $QCOM
Meeder Advisory Services Inc. has acquired a new position of 21,820 shares in Qualcomm Incorporated, valued at approximately $4.03 million. This purchase comes as other institutional investors have also adjusted their holdings in QCOM, with institutional investors and hedge funds collectively owning 74.35% of the stock. Qualcomm recently reported Q2 adjusted earnings per share slightly below estimates, despite exceeding revenue forecasts, and declared a quarterly dividend of $0.92 per share.
Meeder Asset Management Inc. Buys New Position in Qualcomm Incorporated $QCOM
Meeder Asset Management Inc. acquired a new position of 60,593 shares in Qualcomm (NASDAQ:QCOM), valued at approximately $11.2 million, during the second quarter. Institutional investors and hedge funds collectively hold 74.35% of QCOM stock, with several major firms increasing their stakes. Analyst sentiment on Qualcomm is mixed, with an average "Hold" rating, despite some recent price target reductions, while the company reported Q2 EPS slightly below expectations but revenue that exceeded estimates.
Qualcomm Incorporated Shs Thailand Depositary Receipts Repr 1 Sh Financial Statements – SET:QCOM23
This article provides financial statement information for Qualcomm Incorporated Shs Thailand Depositary Receipts Repr 1 Sh (SET:QCOM23). It details the company's segments, key facts, and notes the absence of market capitalization, revenue, and net income data. The article also states that QCOM23 has never paid dividends and has no current plans to do so.
Oppenheimer & Co. Inc. Buys 6,702 Shares of Micron Technology, Inc. $MU
Oppenheimer & Co. Inc. increased its stake in Micron Technology (NASDAQ:MU) by 16% in Q2, acquiring an additional 6,702 shares, bringing its total holdings to 48,520 shares valued at $56 million. The article highlights strong institutional ownership (80.84%), robust quarterly results with a 345.8% revenue increase year-over-year, and a bullish analyst outlook with an average "Buy" rating and a $1,259.97 price target. Despite significant insider selling and a lack of immediate share buybacks, AI-driven memory demand and substantial investments in research and manufacturing are seen as key growth catalysts for Micron.
Citizens Financial Group Inc. RI Buys Shares of 59,918 Qualcomm Incorporated $QCOM
Citizens Financial Group Inc. RI acquired 59,918 shares of Qualcomm Incorporated (NASDAQ:QCOM) in the second quarter, valued at approximately $11.07 million. Institutional investors collectively own 74.35% of Qualcomm's stock, and several analysts currently rate the stock as "Hold" with an average target price of $203.63. The company recently reported Q2 earnings, missing consensus estimates slightly, and announced a quarterly dividend of $0.92 per share.
37,258 Shares in Qualcomm Incorporated $QCOM Purchased by Foster & Motley Inc.
Foster & Motley Inc. acquired 37,258 shares of Qualcomm Incorporated (QCOM) in the second quarter, valued at approximately $6.9 million. Institutional investors now own 74.35% of the company's stock. Qualcomm reported quarterly revenue of $9.95 billion, exceeding estimates, but slightly missed EPS expectations and saw a 4% year-over-year revenue decline, while analysts maintain a "Hold" rating with an average price target of $203.63.
Banco BTG Pactual S.A. Invests $5.55 Million in Qualcomm Incorporated $QCOM
Banco BTG Pactual S.A. has invested $5.55 million in Qualcomm Incorporated by purchasing 30,015 shares, making it 0.5% of their total holdings. Other institutional investors have also adjusted their positions in Qualcomm. The article also covers recent analyst ratings, insider stock sales, Qualcomm's stock performance, and its latest earnings and dividend announcements.
BlackRock Inc. Makes New Investment in Qualcomm Incorporated $QCOM
BlackRock Inc. has acquired a new significant stake in Qualcomm Incorporated, purchasing over 95 million shares valued at approximately $17.6 billion, making it a 9.06% owner of the company. Institutional investors now collectively own 74.35% of Qualcomm. Despite mixed analyst ratings, Qualcomm reported quarterly revenue exceeding estimates at $9.95 billion and announced a quarterly dividend of $0.92 per share.
Aljian Capital Management LLC Acquires New Stake in Qualcomm Incorporated $QCOM
Aljian Capital Management LLC has acquired a new stake of 9,824 shares in Qualcomm Incorporated (NASDAQ:QCOM), valued at approximately $1.815 million. This investment comes amidst significant institutional activity in Qualcomm stock, with several other large investors increasing their positions, indicating strong institutional confidence in the wireless technology company. However, the article also notes recent insider stock sales and a slight dip in Qualcomm's stock price, alongside varied analyst ratings and a consensus "Hold" rating.
Argyle Capital Partners LLC Purchases New Stake in Qualcomm Incorporated $QCOM
Argyle Capital Partners LLC has acquired a new stake of 6,403 shares in Qualcomm Incorporated, valued at approximately $1.18 million during the second quarter. Several other institutional investors also adjusted their positions in QCOM, with BlackRock Inc. making a significant new purchase. Qualcomm reported quarterly revenue of $9.95 billion, exceeding estimates, but narrowly missed earnings per share expectations and experienced a 4% year-over-year revenue decline.
Alpine Woods Capital Investors LLC Makes New Investment in Qualcomm Incorporated $QCOM
Alpine Woods Capital Investors LLC has made a new investment in Qualcomm Incorporated, acquiring 28,207 shares valued at approximately $5.2 million. This positions Qualcomm as 1.1% of Alpine Woods Capital Investors LLC's holdings, making it the 28th largest. The article also details other institutional investor activities, recent insider sales, Qualcomm's financial performance including a revenue beat but EPS miss, and analyst ratings, which currently show a consensus "Hold" with an average price target of $203.63.
Does Taiwan Semiconductor Manufacturing (TSM) Risk Losing AI Chip Orders To Capacity Limits?
Taiwan Semiconductor Manufacturing (TSM) is facing capacity constraints for AI chip production, leading major customers like Qualcomm, Nvidia, Tesla, and Google to diversify orders with Samsung. This shift reflects the growing demand for AI chips and the efforts of tech giants to secure their supply chains. Despite this, the strong overall demand for AI chips, evidenced by Samsung's ability to raise prices, suggests the market remains robust for multiple foundries, including TSM.
Why Is POET Stock Rising In Premarket Today?
POET Technologies stock gained in premarket trading amidst unconfirmed rumors that Qualcomm might be interested in acquiring a stake in the company. This speculation, which circulated on Reddit and X, follows a recent period of volatility for POET, including a 47% stock slide after a canceled order with Marvell Technology. Despite the 'neutral' sentiment among retail traders on Stocktwits, the stock has gained 120% year to date.
Earn 17% On AMD Stock Now, For Capping Your Upside At 24%
This article suggests a covered call options strategy for Advanced Micro Devices (AMD) shareholders to earn income. By selling a call option with a strike price 24% above the current stock price, investors can earn an annualized premium of 17% while capping their potential upside gains. The strategy provides income regardless of stock movement but limits participation in significant price surges, which the article notes is a consideration given AMD's strong growth prospects in the data center AI market.
First Trust Nasdaq Semiconductor ETF rises 76% YTD but faces risks from concentration in top AI chip stocks.
The First Trust Nasdaq Semiconductor ETF (FTXL) has seen a 76% year-to-date increase, primarily due to its holdings in AI-related semiconductor companies. However, its modified-equal-weight strategy has led to significant concentration risk, with the top five stocks, including NVIDIA, making up nearly 39% of its assets. This concentration makes the fund highly vulnerable to fluctuations in hyperscaler capital spending and memory market cycles, necessitating careful monitoring by investors despite the strong growth potential.
SK Telecom begins 3G network wind-down
SK Telecom has initiated the wind-down of its 3G network, stopping new sign-ups and targeting a full shutdown by the end of 2027. This move comes as the majority of customers have migrated to LTE and 5G networks, and the company is offering various transition programs for remaining 3G users. Other carriers in Korea and overseas have also either announced or completed similar shutdowns due to declining usage and aging infrastructure.
Qualcomm Q3 Results Put Auto Growth and Handset Weakness in Focus
Qualcomm (QCOM) reported mixed fiscal third-quarter 2026 results, with revenues exceeding expectations but earnings falling short, primarily due to strong automotive growth contrasting with weakness in its handset business. The company saw record automotive revenues, surging 61% year-over-year, while handset revenues declined by 20% due to inventory adjustments and memory constraints. Qualcomm is also increasing its investment in data center solutions, though near-term profitability remains pressured by input costs and mobile demand.
Is QCOM Stock a Buy as Auto and AI Growth Offset Handset Weakness?
Qualcomm (QCOM) is diversifying its business by expanding into automotive, IoT, and data center computing to counteract weakening handset sales, particularly from Apple. While non-handset revenues are growing significantly and are expected to represent over half of Qualcomm CDMA Technologies revenues by fiscal 2027, this shift comes with increased product costs and lower margins in the short term. Despite trading at a discount compared to its historical valuation, the stock's overall appeal remains balanced due to ongoing handset pressures and margin dilution, warranting a "Hold" rating from Zacks.
Qualcomm Appoints Sergio Buniac as Executive Vice President and Group General Manager, Mobile, Compute, and Personal AI
Qualcomm has announced the appointment of Sergio Buniac as Executive Vice President and Group General Manager for its Mobile, Compute, and Personal AI businesses. This strategic move aims to leverage Buniac's experience to drive innovation and growth in these key areas.
QCOM Falls 30.6% in 3 Months as Handset Risks Challenge Auto Growth
Qualcomm (QCOM) shares have dropped 30.6% in the last three months due to weakening handset demand and near-term margin pressures. While the company is experiencing significant growth in its automotive and data center segments, with automotive revenues up 61% and plans for $15 billion in data center revenues by fiscal 2029, concerns remain about whether this diversification can offset the ongoing mobile slump and its impact on earnings. Qualcomm currently holds a Zacks Rank #3 (Hold) due to these mixed signals.
QUALCOMM Incorporated : Appoints Sergio Buniac as Executive Vice President and Group General Manager, Mobile, Compute, and Personal AI
Qualcomm has appointed Sergio Buniac as Executive Vice President and Group General Manager of Mobile, Compute, and Personal AI, effective September 2, 2026. Buniac, who previously spent over three decades at Motorola, will oversee smartphone, personal computing, smart wearables, and XR businesses, including new AI devices. He will report directly to Qualcomm CEO Cristiano Amon, who highlighted Buniac's experience in driving innovation and building consumer devices globally.
Does Taiwan Semiconductor Manufacturing (TSM) Risk Losing AI Chip Orders To Capacity Limits?
Taiwan Semiconductor Manufacturing (TSM) is facing capacity constraints due to surging AI chip demand, leading major clients like Qualcomm, Nvidia, Tesla, and Google to consider Samsung for advanced chip production. This diversification by tech giants aims to secure supply and reduce reliance on a single foundry, reflecting the significant impact of AI workloads on the supply chain. While Samsung's ability to increase foundry prices indicates strong overall AI demand, TSM's future performance will depend on how major customers split new advanced node and packaging orders between TSM and Samsung in upcoming product cycles.
Ramaco, Indium Corp Plan US Gallium and Germanium Supply Deal
Ramaco Resources and Indium Corporation have signed a non-binding memorandum of understanding to explore domestic gallium and germanium supplies from Ramaco's Brook Mine in Wyoming. This agreement aims to establish a U.S. source for these critical materials, which are vital for advanced technology and semiconductor industries. The collaboration could strengthen domestic supply chains and reduce reliance on overseas sources, with Ramaco's shares rising 3.97% following the announcement.
HBK Sorce Advisory LLC Invests $2.75 Million in Qualcomm Incorporated $QCOM
HBK Sorce Advisory LLC has initiated a new position in Qualcomm Incorporated, purchasing 17,461 shares valued at approximately $2.75 million during the second quarter. This investment highlights continued institutional interest in Qualcomm, despite mixed analyst sentiment and recent insider stock sales. Qualcomm recently reported quarterly revenues exceeding estimates but adjusted EPS fell slightly short, and announced a quarterly dividend of $0.92 per share.
Lynch Asset Management Inc. Purchases New Shares in Qualcomm Incorporated $QCOM
Lynch Asset Management Inc. acquired 15,200 shares of Qualcomm (NASDAQ:QCOM) in the second quarter, valued at approximately $2.81 million. Institutional investors now hold 74.35% of the company's stock, while analyst sentiment is mixed, with a consensus "Hold" rating. Qualcomm reported Q2 revenue of $9.95 billion, surpassing estimates, but its EPS of $2.21 slightly missed expectations, and revenue declined 4% year-over-year.
Trivium Point Advisory LLC Takes $9.06 Million Position in Qualcomm Incorporated $QCOM
Trivium Point Advisory LLC has acquired a new position in Qualcomm Incorporated, purchasing 49,055 shares valued at approximately $9.06 million during the second quarter. Institutional investors now own 74.35% of Qualcomm's stock. Despite mixed analyst ratings and several price target reductions, Daiwa upgraded the stock to "Outperform," and Qualcomm recently reported quarterly EPS slightly below estimates but revenue exceeding expectations, along with a declared quarterly dividend of $0.92 per share.
Northstar Financial Companies Inc. Acquires Shares of 4,501 Qualcomm Incorporated $QCOM
Northstar Financial Companies Inc. has acquired 4,501 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $832,000, initiating a new position in the company. Institutional investors hold 74.35% of Qualcomm's stock, and analysts currently have an average "Hold" rating with an average price target of $203.63. Qualcomm recently reported quarterly revenue of $9.95 billion, exceeding expectations, but EPS of $2.21 slightly missed estimates, and the company declared a quarterly dividend of $0.92 per share.
Principle Wealth Partners LLC Buys New Shares in Qualcomm Incorporated $QCOM
Principle Wealth Partners LLC acquired 33,640 shares of Qualcomm Incorporated, valued at approximately $6.2 million, as institutional investors now hold 74.35% of the company. Qualcomm reported mixed quarterly results with EPS slightly below and revenue exceeding analyst expectations, and declared a quarterly dividend of $0.92 per share. Analysts maintain a consensus "Hold" rating for QCOM with an average price target of $203.63.
Baxter Bros Inc. Makes New Investment in Qualcomm Incorporated $QCOM
Baxter Bros Inc. has acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM), purchasing 96,563 shares valued at approximately $17.84 million, making it 2.1% of their investment portfolio. Other institutional investors also adjusted their holdings in Qualcomm, while company insiders sold shares. Qualcomm recently missed its quarterly EPS estimates but declared a quarterly dividend of $0.92 per share, and analysts currently rate the stock as "Hold" with a consensus price target of $203.63.
Compass Capital Management Inc. Purchases Shares of 268,321 Qualcomm Incorporated $QCOM
Compass Capital Management Inc. has acquired 268,321 shares of Qualcomm (NASDAQ:QCOM) valued at approximately $49.6 million, making it their 18th largest holding. This comes as institutional investors collectively own 74.35% of Qualcomm, despite the company narrowly missing adjusted EPS expectations while exceeding revenue estimates in its last quarterly report. Qualcomm also declared a quarterly dividend of $0.92 per share and holds a consensus "Hold" rating from analysts with an average price target of $203.63.
Commerzbank Aktiengesellschaft FI Invests $24.30 Million in Qualcomm Incorporated $QCOM
Commerzbank Aktiengesellschaft FI has invested $24.30 million in Qualcomm by acquiring 131,511 shares during the second quarter. Institutional investors now collectively own 74.35% of Qualcomm's stock, though analyst sentiment is mixed with a consensus "Hold" rating. Despite slightly missing earnings expectations, Qualcomm exceeded revenue estimates and declared a quarterly dividend of $0.92 per share.
1ST Source Bank Takes $4.15 Million Position in Qualcomm Incorporated $QCOM
1ST Source Bank has acquired a new stake of 22,464 shares in Qualcomm Incorporated, valued at approximately $4.15 million. Other institutional investors like Vanguard Group Inc., Geode Capital Management LLC, and Wellington Management Group LLP also significantly increased their holdings in Qualcomm during recent quarters. The article also details insider stock sales, recent analyst ratings, and Qualcomm's financial performance, including its latest earnings report and dividend announcement.
Global Retirement Partners LLC Invests $3.72 Million in Qualcomm Incorporated $QCOM
Global Retirement Partners LLC has invested $3.72 million in Qualcomm Incorporated by purchasing 20,119 shares in the second quarter. This move comes as institutional investors collectively own 74.35% of Qualcomm. The company recently reported Q2 EPS of $2.21, slightly below estimates, but revenue of $9.95 billion exceeded expectations, and a quarterly dividend of $0.92 per share was declared.
QUALCOMM Incorporated Revenue Breakdown – FWB:QCI
QUALCOMM Incorporated generated €37.62 billion in revenue last year, with its Qualcomm CDMA Technologies segment contributing the most at €32.70 billion. The largest regional contribution came from China (including Hong Kong), accounting for €17.33 billion.
FTSE MIB Today: Milan Retreats as STMicroelectronics Extends Chip-Sector Losses
The FTSE MIB fell by approximately 0.9% to 1.0% on Wednesday, largely due to a significant drop in STMicroelectronics shares amid concerns over an artificial-intelligence valuation bubble. While technology and chip-related stocks like Prysmian also faced pressure, some industrial and automotive names, such as Stellantis, showed strength. The index's underperformance, coupled with widening Italian bond spreads, highlights its sensitivity to a few key tech constituents and global economic factors.
Analog Devices Earnings: Raising Fair Value Estimate with AI Strength
Morningstar has raised its fair value estimate for Analog Devices (ADI) to $445 per share from $380, citing strong performance driven by a cyclical recovery in industrial end markets and significant growth in its data center chip business, particularly for AI applications. The company reported fiscal third-quarter revenue above guidance and expects continued strong growth, with its high-quality analog business well-positioned to benefit from AI trends. Despite shares being flattish post-earnings, Morningstar believes ADI remains undervalued.
NXP Semiconductors stock holds below $230 as auto chip worries weigh on sentiment
NXP Semiconductors stock is trading below $230 due to concerns over automotive demand in China and a softer semiconductor market, despite solid Q2 2026 results showing $3.5 billion in revenue. The stock experienced an 18.5% drop in July, and analysts maintain a moderate buy rating with a median price target of $305, suggesting
Universal Display Shares Rise After Unveiling New OLEDX Architecture
Universal Display Corporation's shares rose after introducing OLEDX, a new architecture designed to enhance the efficiency and performance of OLED displays. The technology aims to improve light extraction and utilization, offering display manufacturers greater control and compatibility with existing production methods. OLEDX is expected to broaden OLED design possibilities across various devices, including smartphones and foldable screens.
Private Advisory Group LLC Purchases Shares of 3,703 Qualcomm Incorporated $QCOM
Private Advisory Group LLC recently acquired 3,703 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $684,000 during the second quarter. Institutional investors now own 74.35% of QCOM, while company insiders have sold 11,529 shares worth about $1.99 million in the last 90 days. Despite Qualcomm's latest quarterly revenue exceeding estimates at $9.95 billion, earnings slightly missed targets, and analysts maintain a consensus "Hold" rating with a price target of $203.63.
SCS Capital Management LLC Invests $21.60 Million in Qualcomm Incorporated $QCOM
SCS Capital Management LLC has invested $21.60 million in Qualcomm Incorporated (NASDAQ:QCOM) by purchasing 116,903 shares during the second quarter. Despite missing EPS estimates, Qualcomm's revenue of $9.95 billion surpassed expectations, though it declined 4% year-over-year. The company maintains a "Hold" consensus rating from analysts, while insiders have sold nearly $2 million in stock recently.
Next Capital Management LLC Takes Position in Qualcomm Incorporated $QCOM
Next Capital Management LLC has acquired a new stake in Qualcomm Incorporated, purchasing 3,216 shares valued at approximately $594,000. This move is part of broader institutional investor activity, with several hedge funds adjusting their positions in Qualcomm. The article also provides recent analyst ratings, stock performance data, dividend information, and details on insider selling activities for Qualcomm (QCOM).
Stoneridge Investment Partners LLC Purchases New Position in Qualcomm Incorporated $QCOM
Stoneridge Investment Partners LLC has acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM), purchasing 7,089 shares valued at approximately $1.05 million, making it their 29th largest holding. Institutional investors collectively own 74.35% of QCOM, with several other hedge funds also adjusting their stakes. Analyst sentiment is mixed with a "Hold" consensus and an average price target of $203.63, despite some recent target adjustments.
Summit Global Investments Purchases New Shares in Qualcomm Incorporated $QCOM
Summit Global Investments has acquired 9,690 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $1,791,000 during the second quarter. This move is part of broader institutional interest, with other major investors like Vanguard Group and Geode Capital Management also adjusting their stakes in Qualcomm. Insider activity includes sales by EVP Akash J. Palkhiwala and CAO Patricia Y. Grech, totaling over $1.9 million in the last ninety days.
