QCOM · QUALCOMM Incorporated — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on QCOM. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About QCOM · QUALCOMM Incorporated
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 with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA-based 5G products and derivatives; to use cellular standard-essential patents, including 3G, 4G and 5G for cellular devices. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. In addition, the company is also involved in Qualcomm government technologies and data center businesses. QUALCOMM Incorporated was incorporated in 1985 and is headquartered in San Diego, California.
Live Quote
HOLD (score +3) · 12-1 mom 37.1% · RSI 46.9 · above_both · -18.7% from high
Targets blend Wall Street consensus (30 analysts: low $100.00 / mean $186.50 / high $300.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
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{"symbol":"QCOM","company":"QUALCOMM Incorporated","investigation_summary":"Qualcomm is a deeply researched mega-cap semi name with strong fundamentals — ROIC ~36%, consistent FCF generation, disciplined capital return via buybacks and dividends. The stock has had a dramatic +73% run from January 2026 lows (~$124) to current levels ($212), sitting only 18.5% off its 52-week high of $259.92 set in
{"symbol":"QCOM","company":"QUALCOMM Incorporated","investigation_summary":"QCOM has undergone a dramatic +61% re-rating over the past month driven by AI momentum narrative, a confirmed hyperscaler custom silicon program, Snap AR partnership announcement, and record automotive revenues — all coinciding with an unusually broad $20B buyback authorization. However, this investigation found no open-ma
The stock is deeply extended technically (RSI 82.6, +66% YTD) and trading at an elevated valuation with no margin of safety. Insider activity is entirely scheduled selling, and the ~66% ATM IV makes income structures unattractive relative to the high probability of a mean-reverting pullback from these 52-week highs.
The investigation was triggered by a cluster of 4 Form 4 filings in 14 days, but after reading each filing, every transaction is a pre-scheduled SELL via Rule 10b5-1 plans adopted in December 2025 — not open-market conviction buys. The stock has had an extraordinary run (+66% YTD, +61% over the past month), hitting a new 52-week high of $223.66 today (May 7, 2026) with RSI at 82.6 — deeply extended technically. Q2 FY2026 earnings beat EPS but revenue declined and guidance implies sequential deterioration next quarter (Q3 EPS est. ~$2.22 vs Q2's $2.65). The forward P/E of 19.1 is elevated relative to the semiconductor sector, with no material mispricing that hasn't already been captured by this momentum run. Smart-money signal was a false alarm from scheduled selling programs.
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