Qualcomm Incorporated $QCOM Stock Bought by Robinson Value Management Ltd.

Posted by George Bondi on Oct 21st, 2026

Robinson Value Management Ltd. raised its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 40.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,184 shares of the wireless technology company’s stock after purchasing an additional 9,858 shares during the period. Qualcomm accounts for 3.5% of Robinson Value Management Ltd.’s portfolio, making the stock its 4th largest position. Robinson Value Management Ltd.’s holdings in Qualcomm were worth $6,291,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. DUTCH ASSET Corp lifted its stake in shares of Qualcomm by 8.8% in the third quarter. DUTCH ASSET Corp now owns 2,467 shares of the wireless technology company’s stock worth $454,000 after buying an additional 199 shares in the last quarter. Bank Pictet & Cie Europe AG grew its holdings in shares of Qualcomm by 74.3% during the third quarter. Bank Pictet & Cie Europe AG now owns 4,383 shares of the wireless technology company’s stock valued at $807,000 after buying an additional 1,869 shares during the last quarter. Cypress Capital LLC grew its holdings in shares of Qualcomm by 1.5% during the third quarter. Cypress Capital LLC now owns 9,960 shares of the wireless technology company’s stock valued at $1,833,000 after buying an additional 149 shares during the last quarter. Vision Capital Management Inc. increased its position in shares of Qualcomm by 1.3% during the third quarter. Vision Capital Management Inc. now owns 46,024 shares of the wireless technology company’s stock valued at $8,470,000 after acquiring an additional 591 shares in the last quarter. Finally, Eagle Wealth Advisors LLC increased its position in shares of Qualcomm by 4.3% during the third quarter. Eagle Wealth Advisors LLC now owns 3,080 shares of the wireless technology company’s stock valued at $567,000 after acquiring an additional 126 shares in the last quarter. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

Positive Sentiment: TD Cowen raised its price target to $200 from $175 and upgraded Qualcomm to “Buy,” implying meaningful upside from recent trading levels and signaling greater confidence in the company’s valuation and outlook.
Positive Sentiment: Qualcomm’s planned acquisition of PickNik Robotics could strengthen its physical-AI strategy. The deal may expand the Dragonwing platform, improve Qualcomm’s position in industrial robotics and create longer-term growth opportunities beyond smartphones. Can Qualcomm’s PickNik Acquisition Strengthen Its Robotics Edge?
Positive Sentiment: Reported global job cuts may improve efficiency and margins as CEO Cristiano Amon emphasizes performance and operating discipline. Investors may view the restructuring as a way to control expenses and redirect resources toward higher-growth businesses. Qualcomm to Cut Jobs Worldwide in Performance-Focused Layoffs
Neutral Sentiment: Qualcomm recently closed at $176.31 and outperformed the broader market during the session, reflecting favorable near-term sentiment, although this move was not tied to a new earnings release.
Neutral Sentiment: Qualcomm rejected reports concerning Snapdragon overheating tied to the Galaxy S27 Ultra. The response may limit reputational and customer-retention concerns, but the issue could remain a product-risk overhang if additional evidence emerges. Qualcomm Pushes Back on Snapdragon Overheating Reports
Negative Sentiment: Global layoffs also highlight pressure to improve performance. Potential disruption, severance expenses and uncertainty about the scale and timing of the cuts could weigh on employee morale and execution. Qualcomm Reportedly to Cut Jobs Globally Following Performance Reviews
Negative Sentiment: Recent ETF selling and sustained insider selling add technical and sentiment risks. Qualcomm insiders reportedly recorded open-market sales without purchases over the past six months, while ETFs were net sellers on October 15.

Insider Buying and Selling at Qualcomm

In other news, EVP Ann C. Chaplin sold 1,827 shares of the firm’s stock in a transaction on Friday, October 16th. The stock was sold at an average price of $174.75, for a total value of $319,268.25. Following the transaction, the executive vice president directly owned 25,770 shares in the company, valued at $4,503,307.50. This trade represents a 6.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $147.04, for a total value of $470,528.00. Following the completion of the transaction, the executive vice president owned 36,535 shares in the company, valued at approximately $5,372,106.40. This trade represents a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 33,458 shares of company stock worth $6,198,144. 0.05% of the stock is owned by corporate insiders.

Qualcomm Stock Performance

Shares of QCOM stock opened at $175.71 on Wednesday. The company has a 50 day moving average price of $175.51 and a 200-day moving average price of $180.35. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The firm has a market capitalization of $187.63 billion, a PE ratio of 20.34, a P/E/G ratio of 3.91 and a beta of 1.65. The company has a quick ratio of 1.28, a current ratio of 2.02 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share for the quarter, missing the consensus estimate of $2.23 by ($0.02). The company had revenue of $9.95 billion for the quarter, compared to analysts’ expectations of $9.69 billion. Qualcomm had a net margin of 21.01% and a return on equity of 38.36%. The firm’s revenue for the quarter was down 4.0% on a year-over-year basis. During the same period in the previous year, the firm earned $2.77 earnings per share. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. As a group, equities research analysts expect that Qualcomm Incorporated will post 7.74 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on QCOM. Lake Street Capital lowered shares of Qualcomm to a “hold” rating in a report on Thursday, June 25th. Sanford C. Bernstein reiterated a “market perform” rating on shares of Qualcomm in a research note on Wednesday, September 9th. Bank of America increased their target price on Qualcomm from $165.00 to $195.00 and gave the company an “underperform” rating in a research note on Tuesday, June 23rd. Freedom Capital raised Qualcomm from a “hold” rating to a “strong-buy” rating in a report on Friday, August 7th. Finally, Craig Hallum downgraded Qualcomm from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twenty-one have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $204.97.

Read Our Latest Analysis on QCOM

Qualcomm Company Profile

(Free Report)

Qualcomm Incorporated is a technology company that develops and commercializes wireless communications and semiconductor technologies. Through Qualcomm Technologies, Inc, the company designs integrated circuits, system software and related platforms used in smartphones, personal computers, automobiles, industrial equipment, consumer devices and other connected products. Its Snapdragon platforms support mobile computing, connectivity, artificial intelligence and multimedia applications, while its broader portfolio includes radio-frequency systems, networking and edge-computing technologies.

Qualcomm also operates a significant technology-licensing business through its Qualcomm Technology Licensing segment.