QCOM

ACCE-researched
QUALCOMM Incorporated Common Stock
Technology · Semiconductors · NASDAQ · United States
$177.72-5.82%
Market cap $189.8BNext earnings 2026-11-04Updated Sep 18, 2026
FAIR VALUE · CONSENSUS
$177.72+0.0%
confidence-weighted across 4 of 6 models
Now $177.72
$177.72
$115.39$502.76
Strong BuySilver77
Price vs fair value
37.2% below
+59.1% to fair value
ACCE score
59
out of 100
Analysts
46% buy
37 covering
P/E
20.3x
forward 17.6x
1-year return
+5.7%
Dividend yield
1.90%
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Overview

⚠ Investor warnings · 2 flags
  • moderate
    Revenue declining YoY
    Revenue down 3.5% YoY with QoQ drop of 13.5%, signaling potential demand softness despite strong earnings growth.
  • moderate
    Insider selling only
    Last 10 disclosed transactions show $0 buys vs $5.61M in sales, with no insider conviction buying at current levels.
Reports in 44 days, last quarter missed by 0.0%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+4.7% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Mixed46% buy · 37 covering analysts
● Strong buy 12● Buy 5● Hold 19● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 20.3x20.3xhigh 278.4x
ROEbetter than 67% of peers
low 12%34%high 87%
Div yieldbetter than 83% of peers
low 0.0%1.9%high 2.2%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
285A.TKioxia Holdings Corporation$184.0B54.187.1%34.840.0%-Compare
ADIAnalog Devices Inc. Common Stock$182.1B44.612.2%0.251.2%-Compare
MRVLMarvell Technology Inc. Common Stock$219.5B80.616.5%0.310.1%-Compare
2454.TWMediaTek$236.2B77.523.9%0.010.5%-Compare
TXNTexas Instruments Incorporated Common Stock$243.5B40.535.2%0.862.2%-Compare
ARMArm Holdings plc American Depositary Shares$294.4B278.413.4%0.010.0%-Compare

Sector report card

Where QCOM ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 44 days, last quarter missed by 0.0%.

Press releases mentioning this company

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Recent performance

1 week
-2.3%
1 month
+9.8%
3 months
-21.4%
6 months
+36.8%
YTD
+3.9%
1 year
+5.7%

SEC filings

40 filings
September 2026
Sep 11
Form 4Insider transactionPeriod 2026-09-11
Sep 8
8-KCurrent reportPeriod 2026-09-03
August 2026
Aug 31
Form 4Insider transactionPeriod 2026-08-31
37 more filings + AI summaries on Investor+.INVESTOR