QUALCOMM (NASDAQ:QCOM) Updates Q4 2025 Earnings Guidance

Key Points

• QUALCOMM has updated its Q4 2025 earnings guidance, projecting an EPS of 2.750-2.950 and revenue of $10.3 billion-$11.1 billion, which is slightly below consensus estimates.
• The company recently declared a quarterly dividend of $0.89 per share, indicating an annualized yield of 2.24% and a payout ratio of 36.25%.
• In insider trading news, executives sold shares recently, while hedge fund Brighton Jones LLC increased its stake in QUALCOMM by 116.6%.

QUALCOMM (NASDAQ:QCOM - Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.750-2.950 for the period, compared to the consensus estimate of 2.819. The company issued revenue guidance of $10.3 billion-$11.1 billion, compared to the consensus revenue estimate of $10.6 billion.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on QCOM. Piper Sandler cut their price objective on QUALCOMM from $190.00 to $175.00 and set an "overweight" rating on the stock in a report on Thursday. TD Cowen cut their price objective on QUALCOMM from $195.00 to $160.00 and set a "buy" rating on the stock in a report on Wednesday, April 9th. Evercore ISI cut their price objective on QUALCOMM from $179.00 to $157.00 and set an "in-line" rating on the stock in a report on Friday, May 2nd. Wall Street Zen upgraded QUALCOMM from a "hold" rating to a "buy" rating in a report on Saturday, July 26th. Finally, Robert W. Baird cut their price objective on QUALCOMM from $250.00 to $216.00 and set an "outperform" rating on the stock in a report on Thursday, May 1st. One equities research analyst has rated the stock with a sell rating, eleven have assigned a hold rating and thirteen have given a buy rating to the company. Based on data from MarketBeat.com, QUALCOMM has an average rating of "Hold" and a consensus price target of $182.48.

QUALCOMM Stock Up 1.0%

Shares of NASDAQ:QCOM traded up $1.43 during trading on Friday, hitting $148.19. 12,700,280 shares of the company were exchanged, compared to its average volume of 7,744,643. The company has a current ratio of 3.19, a quick ratio of 2.08 and a debt-to-equity ratio of 0.54. The stock has a market cap of $162.71 billion, a price-to-earnings ratio of 14.29, a P/E/G ratio of 1.88 and a beta of 1.26. QUALCOMM has a fifty-two week low of $120.80 and a fifty-two week high of $182.10. The firm has a fifty day moving average price of $155.11 and a two-hundred day moving average price of $154.93.

QUALCOMM (NASDAQ:QCOM - Get Free Report) last posted its earnings results on Wednesday, July 30th. The wireless technology company reported $2.77 earnings per share for the quarter, topping analysts' consensus estimates of $2.71 by $0.06. The business had revenue of $10.37 billion for the quarter, compared to analyst estimates of $10.33 billion. QUALCOMM had a return on equity of 40.35% and a net margin of 26.77%. The firm's revenue was up 10.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.33 EPS. As a group, research analysts anticipate that QUALCOMM will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Thursday, September 4th will be issued a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, September 4th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.4%. QUALCOMM's payout ratio is presently 34.33%.

Insider Buying and Selling

In related news, major shareholder Inc/De Qualcomm sold 412,500 shares of the business's stock in a transaction on Friday, May 23rd. The stock was sold at an average price of $16.00, for a total value of $6,600,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Akash J. Palkhiwala sold 3,333 shares of the business's stock in a transaction on Wednesday, July 2nd. The shares were sold at an average price of $161.28, for a total value of $537,546.24. Following the completion of the sale, the chief financial officer owned 46,446 shares of the company's stock, valued at $7,490,810.88. This trade represents a 6.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 424,099 shares of company stock valued at $8,324,591. 0.08% of the stock is owned by insiders.

Institutional Trading of QUALCOMM

An institutional investor recently raised its position in QUALCOMM stock. Brighton Jones LLC boosted its position in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 116.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,356 shares of the wireless technology company's stock after purchasing an additional 9,343 shares during the quarter. Brighton Jones LLC's holdings in QUALCOMM were worth $2,666,000 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.