Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$194.4B
1,068M shares
52-week range
$121.99 – $259.92
42% from low
Sector
RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
Exchange
NASDAQ
CS
P/S (TTM)
4.4
EV / FCF (TTM)
19.6
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.
www.qualcomm.comNo one on the platform currently holds QCOM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 530,324 | $68.3M |
| Appaloosa LPas of 2026-03-31 | 498,613 | $64.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-03 | $0.9200 | 2026-09-24 |
| 2026-06-04 | $0.9200 | 2026-06-25 |
| 2026-03-05 | $0.8900 | 2026-03-26 |
| 2025-12-04 | $0.8900 | 2025-12-18 |
| 2025-09-04 | $0.8900 | 2025-09-25 |
| 2025-06-05 | $0.8900 | 2025-06-26 |
| 2025-03-06 | $0.8500 | 2025-03-27 |
| 2024-12-05 | $0.8500 | 2024-12-19 |
| 2024-09-05 | $0.8500 | 2024-09-26 |
| 2024-05-30 | $0.8500 | 2024-06-20 |
No one on the platform has traded QCOM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 18.2% | 32.5% | 14.1% | — | — | — |
| Rev. Growth % | 13.7% | 13.5% | ||||
| Profit Margin % | 12.5% | 23.0% | 16.9% | |||
| Free Cash Flow Margin % | 28.9% | 25.3% | 23.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.9% on the P/E track.
At today's price, your expected annual return is +16.9% on the P/E track.
At today's price, your expected annual return is +22.6% on the P/E track.
| 223,843 |
| $28.8M |
| 2024-02-28 | $0.8000 | 2024-03-21 |
| 2023-11-29 | $0.8000 | 2023-12-14 |
| Execution date | Ratio |
|---|---|
| 2004-08-16 | 2-for-1 |
Also held through funds
2 more books hold QCOM indirectly · AVUS 0.4% of fund, VTI 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $43.0B | -1.5% | $10.54 | $10.44–$10.82 | 17.1× | 18 |
| 2027 | $45.1B | +4.7% | $10.17 | $9.41–$12.23 | 17.8× | 20 |
| 2028 | $52.3B | +16.0% | $13.13 | $11.14–$15.41 | 13.7× | 9 |
| 2029 | $61.2B | +17.2% | $17.23 | $15.55–$18.41 | 10.5× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $2.23 | $2.21 | -0.9% |
| 2026-04-29 | $2.56 | $2.65 | +3.5% |
| 2026-02-04 | $3.39 | $3.50 | +3.2% |
| 2025-11-05 | $2.87 | $3.00 | +4.5% |
| 2025-07-30 | $2.71 | $2.77 | +2.2% |
| 2025-04-30 | $2.82 | $2.85 | +1.1% |
| 2025-02-05 | $2.96 | $3.41 | +15.2% |
| 2024-11-06 | $2.56 |
| $2.69 |
| +5.1% |
| $490.2B |
| — |
| INTUIntuit Inc. | $339.15 | +5.47% | $92.8B | — |
| KLACKLA Corporation | $169.09 | -6.39% | $220.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TSM (+0.6% pre) MediaTek launches new mobile chip using TSMC's most advanced technology (The move is part of a broader effort to gain ground on U.S. rival Qualcomm $QCOM) - Reuters https://ooc.bz/l/114177
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@jenbunn @ZY786 @tonyctl @cubie @Jeremymartin007 @judgeyoung2 @jeremy4 @TraderRapp @Tradermikes40 @zuby34 QUALCOMM COULD TEAM WITH CORNELIS ON AI SCALE-UP NETWORKING TO CHALLENGE NVIDIA’S NVLINK — CRN $QCOM
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$QCOM Samsung may still be in the running to produce Qualcomm's new 2nm chip. Qualcomm is expected to unveil two new flagship mobile chips later this month, the Snapdragon 👉8 Elite Gen 6 and Gen 6 Pro. Earlier reports pointed to TSMC only, but Samsung is still reportedly being քննարկed as a possible 2nm manufacturing partner. Talks are said to involve specifications, pricing, and process optimization, with a dual-source setup from both Samsung and TSMC still possible. https://www.sammobile.com/news/samsung-may-still-be-in-the-running-to-produce-qualcomms-new-2nm-chip/
View on StockTwits ↗$QCOM Samsung and Qualcomm Forge 2.1D Packaging Alliance Samsung and Qualcomm are reportedly forming a 2.1D Packaging Alliance to provide customers with access to advanced chip packaging using bridges that connect silicon dies. Interestingly, Samsung and Qualcomm are developing an organic bridge technology that will serve as the adhesive to hold two chips together https://www.techpowerup.com/forums/threads/samsung-and-qualcomm-forge-2-1d-packaging-alliance.352690/
View on StockTwits ↗$QCOM Qualcomm Unveils New Hexagon NPU for Always-On Agentic AI; Qualcomm unveiled its next-generation Hexagon neural processing unit (NPU) on Sept. 10, designed to keep agentic artificial intelligence (AI) running continuously on mobile devices. https://www.thelec.net/news/articleView.html?idxno=13884
View on StockTwits ↗
$QCOM Mission Efficiency - Volkswagen presents the world’s most efficient near-production car. -Qualcomm technology in future VW architecture: CONFIRMED -Qualcomm cockpit technology available to VW through its supplier ecosystem: CONFIRMED https://www.volkswagen-newsroom.com/en/press-releases/mission-efficiency-volkswagen-presents-the-worlds-most-efficient-near-production-electric-car-20691
View on StockTwits ↗$QCOM Rome lost all battles to Cartage, but won the war Are you not entertained by these pigs from Fraud Street. 🚀🖕
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$QCOM 🟢 $QCOM 190C +50% 🔥💰 SOLD ALL — LOCKED IN PROFITS 🩸🏆 Another clean session. Manage risk & stay disciplined. 🤝
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$QCOM 🟢 190C +34% — $2.05 🔥📈 SOLD HALF — LOCKED IN PROFITS 💰🩸 Letting the rest ride. 👀 Manage risk & position size accordingly.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.