SeekingAlpha · Sep 16, 2026
AI Infrastructure Takes A Collective Tumble
There was nowhere to hide in our AI infrastructure basket on Monday, with every stock closing lower.
NYSE · QCOM
QUALCOMM Incorporated
Technology · Semiconductors
$187.80
Up+$7.65 (+4.25%)
Updated Sep 16, 2026, 11:58 AM
SID Score
6.4/10
Composite research score
Smart Money
39/100
Bearish
- Market cap
- 194.15B
- P/E ratio
- 35.86
- Dividend yield
- 1.87%
- 52-week range
- $121.99 – $259.92
- Volume
- 13.85M
- Avg. volume
- 10.01M
Price performance
QCOM price history
1M range · 20 trading sessions · Daily adjusted prices
QCOM closed at $187.80 after 20 trading sessions, up 17.24% for the selected period.
- Last close
- $187.80
- Period change
- +17.24%
- Period low
- $158.53
- Period high
- $187.80
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $180.535 | $190.06 | $180.535 | $187.80 | 13.85M |
| Sep 14, 2026 | $170.78 | $181.71 | $170.51 | $180.15 | 13.78M |
| Sep 11, 2026 | $178.25 | $185.46 | $175.74 | $181.97 | 11.56M |
| Sep 10, 2026 | $172.13 | $182.40 | $171.00 | $176.88 | 15.6M |
| Sep 9, 2026 | $174.72 | $180.8558 | $173.32 | $176.40 | 14.81M |
| Sep 8, 2026 | $180.40 | $183.49 | $172.0352 | $174.09 | 26.13M |
| Sep 4, 2026 | $169.98 | $170.63 | $167.04 | $168.74 | 8.54M |
| Sep 3, 2026 | $168.50 | $170.03 | $164.8756 | $168.57 | 6.99M |
| Sep 2, 2026 | $166.04 | $170.60 | $165.08 | $169.96 | 7.53M |
| Sep 1, 2026 | $165.47 | $167.29 | $162.21 | $166.61 | 8.91M |
| Aug 31, 2026 | $164.79 | $171.38 | $164.19 | $170.48 | 12.74M |
| Aug 28, 2026 | $164.59 | $165.49 | $161.90 | $164.19 | 7.75M |
| Aug 27, 2026 | $165.155 | $166.95 | $161.9234 | $164.78 | 15.07M |
| Aug 26, 2026 | $160.10 | $163.87 | $159.889 | $163.72 | 10.48M |
| Aug 25, 2026 | $160.34 | $161.79 | $159.08 | $160.56 | 11.42M |
| Aug 24, 2026 | $159.395 | $160.24 | $156.225 | $158.53 | 10.52M |
| Aug 21, 2026 | $162.92 | $163.33 | $159.17 | $160.75 | 8.52M |
| Aug 20, 2026 | $163.15 | $165.11 | $159.41 | $160.74 | 8.51M |
| Aug 19, 2026 | $163.025 | $166.4999 | $160.19 | $161.91 | 8.1M |
| Aug 18, 2026 | $157.89 | $161.81 | $156.725 | $160.19 | 11.07M |
Latest QCOM news
The latest Smart Investors Daily articles mentioning QCOM.
Stock researchCompany · Overview
QCOM research
Overview
Company profile and research snapshot.
Company profile
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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $190.00
- Implied upside
- —
- Analysts
- 23
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | Neutral | — |
| Sep 9, 2026 | RBC Capital | Sector Perform | — |
| Sep 9, 2026 | Rosenblatt | Buy | — |
| Jul 30, 2026 | Cantor Fitzgerald | Neutral | — |
| Jul 30, 2026 | Rosenblatt | Buy | — |
News briefing
Generated Sep 15, 2026, 9:26 PM
Why Is QCOM Up 4.25% Today?
Qualcomm surged 4.25% today as the smartphone chip sector rallied while broader large-cap tech slipped, buoyed by continued momentum in AI infrastructure deals. The company's strategic pivot toward datacenter and AI applications, highlighted by a new Amazon AI chip partnership and Cornelis collaboration, is resonating with investors amid strong chip demand signals from industry leaders like TSMC.
Bottom line: Qualcomm's 4.25% gain reflects investor optimism about its AI datacenter strategy and a smartphone chip sector rally, with the Amazon partnership providing concrete validation of its pivot. However, investors should recognize that much of this transition is already priced in, and the company faces intensifying competition in datacenter from established players—making execution on new partnerships and maintaining smartphone segment health critical near-term catalysts to watch.
Yahoo · Sep 15, 2026
Why Qualcomm (QCOM) Stock Is Trading Up Today
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.6% in the morning session after StoneX reiterated its Buy rating and a $270.00 price target on the stock, pointing to encouraging leverage in the company's data center segment.
Yahoo · Sep 15, 2026
Qualcomm Jumps Over 3% as MediaTek Fires a 2nm Warning Shot
The rally defies a new flagship rival--but Qualcomm still derives more than half its quarterly revenue from handsets.
Yahoo · Sep 15, 2026
I’ve Started Accumulating Qualcomm and It Isn’t Because of Amazon and Meta
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
AI research layers
Interpretive context generated from the platform’s current data sources.
QUALCOMM Incorporated Stock Performance
QUALCOMM shares traded at $187.80, reflecting a modest daily gain of 0.05% per SID market data. Over the trailing one-month period, QCOM appreciated $13.28, demonstrating strong near-term momentum. However, the three-month return remained negative at -$14.95, indicating a volatile trajectory during the broader quarter. On a one-year basis, shares gained a modest $3.60, underperforming the broader technology sector. Technically, QCOM trades well above its 50-day moving average of $168.71 and its 200-day moving average of $162.90, according to SID market data, suggesting a sustained bullish trend in recent weeks. The 14-day relative strength index stands at 82.0, placing the stock firmly in overbought territory. Average daily volume registers at approximately 10.0 million shares, while the stock carries a beta of 1.214, indicating above-average sensitivity to broader market movements relative to the benchmark index.
QUALCOMM Incorporated Valuation Analysis
QUALCOMM currently carries a market capitalization of approximately $194.2 billion, positioning it among the largest semiconductor firms globally. Per SID market data, the stock trades at a price-to-earnings ratio of 35.86, a premium multiple that reflects elevated investor expectations for future growth in the mobile and AI chip segments. The price-to-book ratio stands at 9.37, according to SEC filings, indicating the market values the company at over nine times its reported book value. Notably, the PEG ratio registers at -0.69, a negative figure suggesting analysts project a contraction in earnings growth over the forward period, which complicates traditional growth-adjusted valuation assessments. QUALCOMM maintains a dividend yield of 1.94%, providing a modest income component for shareholders. Taken together, these metrics reflect a stock priced at a significant premium to its fundamental book value, with the negative PEG ratio warranting close attention from investors monitoring growth sustainability.
Smart Money Activity for QCOM
QUALCOMM's composite smart money score sits at 39 out of 100, generating a bearish signal according to SID market data. The institutional sub-score registers a perfect 25 out of 25, reflecting robust ownership and sustained positioning from major fund managers per 13F institutional filings. In contrast, the insider trading sub-score stands at 0.0 out of 25, the lowest possible reading. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, comprising just 2 purchases against 18 sales. This pronounced selling imbalance among corporate officers and directors represents a notable divergence from the strong institutional conviction. The dark pool activity score registers at 12.2 out of 25, indicating moderate levels of off-exchange block trading. Congressional trading activity scored 1.6 out of 25, reflecting minimal recent legislative member involvement. The stark contrast between maximal institutional support and minimal insider confidence drives the overall bearish composite reading, suggesting internal stakeholders have been actively reducing personal exposure to QCOM shares.
QUALCOMM Incorporated Earnings Outlook
QUALCOMM has delivered a consistent streak of earnings beats across its three most recent reported quarters, according to company earnings reports. In the fiscal quarter reported February 2026, QCOM posted earnings per share of $3.50 against analyst estimates of $3.15, producing a positive surprise of $0.35, the largest beat in the trailing period. The April 2026 quarter followed with actual EPS of $2.65 versus the $2.43 consensus, a $0.22 upside surprise. Most recently, the July 2026 quarter showed EPS of $2.21 compared to estimates of $2.09, representing a $0.12 beat. For the upcoming quarter with results expected around February 2026, analyst estimates per consensus data project EPS of approximately $3.47. The sequential pattern shows narrowing surprise margins from $0.35 to $0.12 across the three reported periods, suggesting analyst models have progressively recalibrated closer to actual company performance.
Wall Street Analyst Ratings for QCOM
Recent Wall Street coverage of QUALCOMM reflects a mixed consensus among major brokerages. On September 10, 2026, Piper Sandler initiated coverage with a Neutral rating, adding a new cautious voice to the analyst community, per Wall Street analyst reports. The prior day, RBC Capital maintained its Sector Perform rating, reaffirming a hold-equivalent stance on the stock. Rosenblatt has been the most consistently bullish firm, maintaining its Buy rating on both September 9 and July 30, 2026, representing the sole outright positive recommendation in the most recent coverage cycle. Cantor Fitzgerald maintained a Neutral rating on July 30, 2026, according to SID consensus data. Of the five most recent analyst actions tracked, three carry neutral or hold-equivalent ratings while two reflect Buy recommendations from the same firm. This distribution suggests a cautious tilt among covering analysts, with the majority opting for sidelined positions despite QUALCOMM's recent earnings outperformance and above-average technical momentum.
