QUALCOMM (QCOM) News Today

QUALCOMM Incorporated (QCOM) — Shares moved lower today on mixed signals: a fresh shareholder-friendly dividend boosted income appeal, but near-term analyst cuts, sector weakness and competition/regulatory concerns have weighed on sentiment. Below are the key items investors should watch.

• Positive Sentiment: Declared a quarterly cash dividend of $0.89 per share (record Dec. 4, pay Dec. 18), yielding about 2.2% — supports income-oriented demand and signals confidence in cash flow. QUALCOMM Announces Quarterly Dividend
• Positive Sentiment: Zacks Research raised some multi-quarter/longer-term estimates (including FY2027), which supports a constructive longer-horizon earnings view. Zacks Research Forecasts
• Neutral Sentiment: Upcoming quarterly report (early November) is a key catalyst — a beat could restore momentum, while a miss may extend the recent softness. Qualcomm: What Last Friday’s Drop Says About Its Q4 Prospects
• Neutral Sentiment: Retail and analyst attention has increased (trending stock coverage and comparisons to AI peers), which can amplify volatility around news. Zacks Trending Coverage
• Negative Sentiment: Analyst shops trimmed some near-term EPS estimates and flagged mixed quarter-to-quarter outlooks, adding short-term downside risk if guidance disappoints. Zacks Estimate Changes
• Negative Sentiment: Sector-wide sell-offs, intensified competition and renewed China regulatory/patent scrutiny are pressuring sentiment and make QCOM more vulnerable in risk-off moves. Qualcomm: Competition Limits Growth