QUALCOMM (NASDAQ:QCOM) Updates Q3 2025 Earnings Guidance

QUALCOMM (NASDAQ:QCOM - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.600-2.800 for the period, compared to the consensus estimate of 2.690. The company issued revenue guidance of $9.9 billion-$10.7 billion, compared to the consensus revenue estimate of $10.3 billion.

QUALCOMM Stock Up 3.5 %

Shares of NASDAQ QCOM traded up $4.69 during mid-day trading on Friday, reaching $139.90. 9,073,790 shares of the company's stock were exchanged, compared to its average volume of 8,941,273. The company has a current ratio of 2.62, a quick ratio of 1.99 and a debt-to-equity ratio of 0.49. The business has a fifty day simple moving average of $148.16 and a 200 day simple moving average of $158.76. QUALCOMM has a twelve month low of $120.80 and a twelve month high of $230.63. The firm has a market capitalization of $154.73 billion, a price-to-earnings ratio of 14.93, a PEG ratio of 2.01 and a beta of 1.28.

QUALCOMM (NASDAQ:QCOM - Get Free Report) last released its quarterly earnings results on Wednesday, April 30th. The wireless technology company reported $2.85 earnings per share for the quarter, beating the consensus estimate of $2.82 by $0.03. QUALCOMM had a net margin of 25.94% and a return on equity of 39.51%. The company had revenue of $10.98 billion during the quarter, compared to analysts' expectations of $10.58 billion. During the same quarter in the prior year, the company earned $2.44 earnings per share. The business's quarterly revenue was up 17.0% compared to the same quarter last year. As a group, equities analysts expect that QUALCOMM will post 9.39 EPS for the current fiscal year.

QUALCOMM Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 26th. Stockholders of record on Thursday, June 5th will be issued a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.54%. This is a positive change from QUALCOMM's previous quarterly dividend of $0.85. The ex-dividend date is Thursday, June 5th. QUALCOMM's payout ratio is 36.25%.

Wall Street Analyst Weigh In

Several research firms have commented on QCOM. Wells Fargo & Company cut their target price on QUALCOMM from $175.00 to $140.00 and set an "underweight" rating on the stock in a research note on Thursday. Robert W. Baird reduced their target price on shares of QUALCOMM from $250.00 to $216.00 and set an "outperform" rating for the company in a report on Thursday. JPMorgan Chase & Co. reiterated an "overweight" rating and issued a $185.00 price target on shares of QUALCOMM in a research note on Tuesday. Piper Sandler reduced their price objective on shares of QUALCOMM from $205.00 to $190.00 and set an "overweight" rating for the company in a research note on Thursday, February 6th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and issued a $225.00 target price on shares of QUALCOMM in a research report on Thursday. One analyst has rated the stock with a sell rating, fourteen have given a hold rating and sixteen have issued a buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $193.32.

Insider Buying and Selling

In other news, insider Alexander H. Rogers sold 19,287 shares of the business's stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $169.83, for a total value of $3,275,511.21. Following the completion of the transaction, the insider now directly owns 20,762 shares in the company, valued at approximately $3,526,010.46. The trade was a 48.16 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Akash J. Palkhiwala sold 648 shares of the business's stock in a transaction that occurred on Wednesday, April 9th. The shares were sold at an average price of $141.11, for a total transaction of $91,439.28. Following the transaction, the chief financial officer now owns 56,445 shares of the company's stock, valued at approximately $7,964,953.95. This represents a 1.13 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 30,666 shares of company stock worth $5,047,052. Company insiders own 0.08% of the company's stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in QUALCOMM stock. Revolve Wealth Partners LLC increased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 15.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,542 shares of the wireless technology company's stock after acquiring an additional 340 shares during the period. Revolve Wealth Partners LLC's holdings in QUALCOMM were worth $391,000 at the end of the most recent reporting period. Institutional investors own 74.35% of the company's stock.

QUALCOMM Company Profile

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies for use in wireless voice and data communications, networking, computing, multimedia, and position location products.