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) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. 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

A number of equities research analysts have recently weighed in on the company. Seaport Res Ptn upgraded QUALCOMM to a "hold" rating in a research note on Friday, May 9th. JPMorgan Chase & Co. upped their price target on shares of QUALCOMM from $190.00 to $200.00 and gave the company an "overweight" rating in a research note on Monday. Bank of America cut their price target on shares of QUALCOMM from $245.00 to $200.00 and set a "buy" rating on the stock in a research note on Tuesday, June 17th. Cantor Fitzgerald restated a "neutral" rating and set a $150.00 price target on shares of QUALCOMM in a research note on Thursday, May 1st. Finally, Sanford C. Bernstein set a $185.00 price target on shares of QUALCOMM and gave the company an "outperform" rating in a research note on Monday. One equities research analyst has rated the stock with a sell rating, thirteen have given a hold rating and thirteen have given a buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $183.95.

QUALCOMM Price Performance

QUALCOMM stock traded down $3.02 during trading on Wednesday, reaching $159.06. The company had a trading volume of 14,086,123 shares, compared to its average volume of 8,397,665. The firm's 50-day simple moving average is $154.91 and its 200 day simple moving average is $155.05. QUALCOMM has a 1-year low of $120.80 and a 1-year high of $182.10. The firm has a market capitalization of $174.65 billion, a PE ratio of 16.20, a price-to-earnings-growth ratio of 2.07 and a beta of 1.26. The company has a debt-to-equity ratio of 0.48, a quick ratio of 2.08 and a current ratio of 2.73.

QUALCOMM (NASDAQ:QCOM - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The wireless technology company reported $2.29 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.68 by ($0.39). QUALCOMM had a net margin of 26.11% and a return on equity of 40.11%. As a group, equities research analysts anticipate that QUALCOMM will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 25th. Shareholders of record on Thursday, September 4th will be issued a $0.89 dividend. The ex-dividend date is Thursday, September 4th. This represents a $3.56 dividend on an annualized basis and a yield of 2.24%. QUALCOMM's payout ratio is currently 36.25%.

Insider Buying and Selling at QUALCOMM

In other QUALCOMM news, insider Heather S. Ace sold 1,600 shares of the firm's stock in a transaction on Friday, May 2nd. The stock was sold at an average price of $137.74, for a total value of $220,384.00. Following the completion of the sale, the insider directly owned 22,793 shares of the company's stock, valued at $3,139,507.82. This trade represents a 6.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Akash J. Palkhiwala sold 3,333 shares of the business's stock in a transaction dated Wednesday, July 2nd. The shares were sold at an average price of $161.28, for a total transaction of $537,546.24. Following the completion of the transaction, the chief financial officer owned 46,446 shares in the company, valued at $7,490,810.88. The trade was a 6.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 424,099 shares of company stock worth $8,310,735. Corporate insiders own 0.08% of the company's stock.

Hedge Funds Weigh In On QUALCOMM

A hedge fund recently raised its stake in QUALCOMM stock. Brighton Jones LLC boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 116.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,356 shares of the wireless technology company's stock after buying an additional 9,343 shares during the period. Brighton Jones LLC's holdings in QUALCOMM were worth $2,666,000 at the end of the most recent quarter. Institutional investors own 74.35% of the company's stock.

About QUALCOMM

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.

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