QUALCOMM INC/DE(QCOM)Stock Analysis
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Rank #215 of 2,961 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in QCOM
Events flagged as statistical outliers against QCOM's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-01
QCOM quality score dropped 16 points (82→66) on a new filing
View source filing →
QCOM Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for QUALCOMM INC/DE (QCOM), a Technology sector company. 13F Pro's AI-powered ranking engine scores QCOM at 70.5/100 on a 32-signal composite quality model, placing it at rank #215 of 2,961 stocks — the top 10% of the AI-ranked universe. QCOM scores in the top quartile across revenue scale (96.6), balance sheet strength (94.1), institutional flow (85.8). Shareholder dilution risk is elevated at 21.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), QUALCOMM INC/DE reports quarterly revenue of $9.9B, net income of $2.0B, an operating margin of 16.4%. Top institutional holders of QCOM by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. QCOM trades on the Nasdaq exchange and files with the SEC under CIK 804328. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QCOM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QUALCOMM INC/DE directly from SEC EDGAR. QUALCOMM INC/DE's 13F Pro composite quality score has ranged between 66 and 86 since 2021, currently 70.5 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving QCOM's Business? Latest 10-Q Breakdown
✓ 43/43 datapoints verifiedAI-extracted from QUALCOMM INC/DE's 10-Q filed 2026-07-29 — Q3 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenues fell 4% YoY to $9.9 billion as QCT handset revenues dropped $1,242 million on OEM inventory reductions tied to memory supply constraints, with net income down 25% to $2.0 billion.
Biggest Revenue Drivers
Lower handset revenues, partially offset by higher automotive and IoT revenues
$67 million decrease in estimated sales of cellular products and $25 million lower prior-period royalties, partly offset by $59 million higher revenues per unit
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$9.9B
Net Income
Q2 2026
$2.0B
Free Cash Flow
Q2 2026
$495.0M
Operating Margin
Q2 2026
16.4%
ROIC
Q2 2026
14.5%
D/E Ratio
Q2 2026
0.62
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+13.7% YoYNet Income
-45.4% YoYOperating Income
+22.7% YoYEPS (Diluted)
-44.1% YoYTotal Assets
-9.1% YoYTotal Debt
+1.2% YoYOp. Cash Flow
+14.8% YoYFree Cash Flow
+14.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $44.28B +13.7% | $38.96B +8.8% | $35.82B -19.0% | $44.20B +31.7% | $33.57B +42.6% | $23.53B |
| Net Income | $5.54B -45.4% | $10.14B +40.2% | $7.23B -44.1% | $12.94B +43.0% | $9.04B +74.0% | $5.20B |
| Operating Income | $12.36B +22.7% | $10.07B +29.3% | $7.79B -50.9% | $15.86B +62.0% | $9.79B +56.5% | $6.25B |
| EPS (Diluted) | $5.01 -44.1% | $8.97 +39.7% | $6.42 -43.5% | $11.37 +44.5% | $7.87 +74.1% | $4.52 |
| Total Assets | $50.14B -9.1% | $55.15B +8.1% | $51.04B +4.1% | $49.01B +18.9% | $41.24B +15.9% | $35.59B |
| Total Debt | $14.81B +1.2% | $14.63B -5.0% | $15.40B +2.8% | $14.98B -1.7% | $15.24B +0.1% | $15.23B |
| Operating Cash Flow | $14.01B +14.8% | $12.20B +8.0% | $11.30B +24.2% | $9.10B -13.7% | $10.54B +81.2% | $5.81B |
| Free Cash Flow | $12.82B +14.9% | $11.16B +13.3% | $9.85B +44.1% | $6.83B -21.0% | $8.65B +96.2% | $4.41B |
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Top Institutional Holders of QCOM
BlackRock, Inc.
$17.6B95,151,875 shVANGUARD CAPITAL MANAGEMENT LLC
$12.7B68,837,417 shSTATE STREET CORP
$9.8B52,763,263 shInvesco Ltd.
$6.7B36,101,702 shVANGUARD PORTFOLIO MANAGEMENT LLC
$6.3B33,847,770 shGEODE CAPITAL MANAGEMENT, LLC
$5.5B29,645,446 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$4.1B22,310,326 shVAN ECK ASSOCIATES CORP
$3.2B17,202,619 shMORGAN STANLEY
$3.2B17,100,302 shNORGES BANK
$3.0B16,209,022 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $17.6B | 95,151,875 |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.7B | 68,837,417 |
| STATE STREET CORP | $9.8B | 52,763,263 |
| Invesco Ltd. | $6.7B | 36,101,702 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.3B | 33,847,770 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.5B | 29,645,446 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.1B | 22,310,326 |
| VAN ECK ASSOCIATES CORP | $3.2B | 17,202,619 |
| MORGAN STANLEY | $3.2B | 17,100,302 |
| NORGES BANK | $3.0B | 16,209,022 |
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Popular Research
Is QCOM a good stock to buy?
13F Pro's AI-powered analysis of QUALCOMM INC/DE (QCOM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for QCOM are available on the QCOM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. QCOM is classified as a large company.
Which hedge funds own QCOM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling QCOM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of QUALCOMM INC/DE's investment landscape.