QUALCOMM (QCOM) News Today

QUALCOMM Incorporated (NASDAQ: QCOM)

QUALCOMM’s shares have seen mixed movement today as upbeat analyst revisions and AI-driven enthusiasm are offset by concerns over Apple modem share losses, tariff headwinds and insider selling.

• Positive Sentiment: Cantor Fitzgerald raised its FY2025 EPS estimate for QCOM to $9.67 from $9.43, highlighting stronger-than-expected profitability. QUALCOMM FY2025 EPS Forecast Raised by Cantor Fitzgerald
• Positive Sentiment: UBS lifted its price target on QCOM to $165 (from $145) while maintaining a Neutral rating, signaling confidence in mid-term share gains. UBS Lifts PT on QUALCOMM Incorporated to $165 From $145, Keeps a Neutral Rating
• Positive Sentiment: Rosenblatt Securities reiterated its “Buy” rating on QCOM with a $225 price objective, backing a substantial upside case. QUALCOMM's (QCOM) "Buy" Rating Reiterated at Rosenblatt Securities
• Positive Sentiment: Jim Cramer said QCOM is “on fire” thanks to its AI positioning, boosting investor sentiment around the stock’s growth prospects. QUALCOMM Incorporated (QCOM)’s On Fire Due To AI, Says Jim Cramer
• Positive Sentiment: QCOM reported Q3 revenue of $10 billion with increased earnings, driven by record auto segment performance. QUALCOMM (QCOM) Reports Q3 Revenue Of US$10 Billion With Increased Earnings
• Neutral Sentiment: MarketBeat screeners named QCOM one of three AI stocks to follow, underscoring its role in the AI infrastructure build-out. Artificial Intelligence Stocks To Follow Now - July 31st
• Neutral Sentiment: Similarly, QCOM was featured among seven promising 5G stocks to watch, reflecting its leadership in next-gen wireless. Promising 5G Stocks Worth Watching - July 31st
• Neutral Sentiment: Qualcomm’s CFO discussed the impact of U.S. tariffs and strong China partnerships, highlighting ongoing diversification efforts. Strong ties with China partners go beyond just handsets: Qualcomm CFO
• Neutral Sentiment: A Seeking Alpha contributor reiterated a long thesis, calling QCOM “a cheap stock with an expensive future built in.” I'm Long Qualcomm: A Cheap Stock With An Expensive Future Built In
• Negative Sentiment: Piper Sandler cut its price target on QCOM to $175 (from $190), signaling more limited near-term upside. QUALCOMM (NASDAQ:QCOM) Price Target Cut to $175.00 by Analysts at Piper Sandler
• Negative Sentiment: Mizuho lowered its price target to $185 (from $190), despite maintaining an Outperform rating. Mizuho Lowers QUALCOMM (NASDAQ:QCOM) Price Target to $185.00
• Negative Sentiment: QCOM shares dropped 5.5% after an unnamed firm downgraded the stock, citing valuation concerns. QUALCOMM (NASDAQ:QCOM) Shares Down 5.5% on Analyst Downgrade
• Negative Sentiment: QUALCOMM stock tumbled after warning that losing Apple as a modem customer could trim revenues. QCOM: Qualcomm Stock Tumbles After Warning Apple Loss Could Trim Revenue
• Negative Sentiment: Analysts noted a dip despite strong earnings as Apple’s modem share declines at Qualcomm. Qualcomm dips on strong earnings as Apple modem share declines: analysts
• Negative Sentiment: After beating Q3 estimates, Qualcomm issued a cautious Q4 outlook, pushing shares down 4.6%. Qualcomm beats Q3 estimates, but cautious Q4 outlook weighs on shares
• Negative Sentiment: Shares slid nearly 5% pre-market as Apple’s shift away from Qualcomm modems and tariff worries raised growth concerns. Qualcomm shares slide as Apple modem shift, tariffs raise growth concerns
• Negative Sentiment: Insider Heather S. Ace sold 1,600 QCOM shares at ~$146.40 each, reducing her stake by over 7%. Insider Selling Disclosure