Qualcomm
QCOM
About: 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.
Employees: 49,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
35% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 136
6% more capital invested
Capital invested by funds: $124B [Q1] → $131B (+$6.83B) [Q2]
1.76% more ownership
Funds ownership: 73.08% [Q1] → 74.84% (+1.76%) [Q2]
0% less funds holding
Funds holding: 2,732 [Q1] → 2,725 (-7) [Q2]
4% less repeat investments, than reductions
Existing positions increased: 1,094 | Existing positions reduced: 1,138
6% less funds holding in top 10
Funds holding in top 10: 80 [Q1] → 75 (-5) [Q2]
16% less call options, than puts
Call options by funds: $3.4B | Put options by funds: $4.06B
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
Piper Sandler
Harsh Kumar
|
$175
|
Overweight
Maintained
|
31 Jul 2025 |
|
Rosenblatt
Kevin Cassidy
|
$225
|
Buy
Maintained
|
31 Jul 2025 |
|
JP Morgan
Samik Chatterjee
|
$200
|
Overweight
Maintained
|
28 Jul 2025 |
|
UBS
Timothy Arcuri
|
$165
|
Neutral
Maintained
|
21 Jul 2025 |
|
Citigroup
Christopher Danely
|
$170
|
Neutral
Maintained
|
7 Jul 2025 |
Financial journalist opinion
Based on 43 articles about QCOM published over the past 30 days
