Should I Buy QCOM? QCOM 2026 Analysis

Should You Buy Qualcomm Inc (QCOM) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

151.460

1 Day change

-0.82%

52 Week Range

205.950

Analysis Updated At

2026/01/26

Given the user's beginner level, long-term investment preference, and available capital, Qualcomm (QCOM) is not a strong buy at this moment. While there are some positive catalysts like David Tepper's investment and AI growth potential, the company's recent financial performance, insider and hedge fund selling trends, and technical indicators suggest caution. Holding or waiting for a better entry point is advisable.

Technical Analysis

The MACD is below 0 and negatively contracting, indicating bearish momentum. RSI is at 26.465, which is neutral but close to oversold territory. Moving averages are converging, showing indecision. The stock is trading near its S1 support level of 154.95, with resistance at 164.955. Overall, the technical indicators suggest a weak trend.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

David Tepper's investment in Qualcomm highlights confidence in its AI chip market growth potential. Increased options activity indicates heightened investor interest. The company has a projected annualized dividend yield of 2.3%, which is attractive for long-term investors.

Neutral/Negative Catalysts

Insiders and hedge funds are selling significantly, with insider selling up 1573.78% and hedge fund selling up 195.24%. Analysts have downgraded the stock, citing headwinds in handset shipments and iPhone content. The company's financial performance in Q4 2025 showed a significant net income drop (-206.75% YoY) and negative EPS (-2.89).

Financial Performance

In Q4 2025, revenue increased by 10.03% YoY to $11.27 billion. However, net income dropped significantly to -$3.12 billion (-206.75% YoY), and EPS fell to -2.89 (-212.02% YoY). Gross margin also declined slightly to 55.34 (-1.86% YoY).

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent analyst ratings are mixed. Mizuho downgraded the stock to Neutral with a reduced price target of $175, citing headwinds in handset shipments. Other analysts have raised price targets, but the consensus remains cautious due to cyclical factors and mixed signals in the macro environment.

16 Analyst Rating

Wall Street analysts forecast QCOM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QCOM is 197.14 USD with a low forecast of 165 USD and a high forecast of 225 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

10 Buy

5 Hold

1 Sell

Moderate Buy

Current: 152.700

Low

165

Averages

197.14

High

225

Current: 152.700

Low

165

Averages

197.14

High

225

UBS

Neutral

downgrade

$185 -> $160

AI Analysis

2026-01-26

New

Reason

UBS

Price Target

$185 -> $160

AI Analysis

2026-01-26

New

downgrade

Neutral

Reason

UBS lowered the firm's price target on Qualcomm to $160 from $185 and keeps a Neutral rating on the shares.

Mizuho

Vijay Rakesh

Neutral

downgrade

$175 -> $160

2026-01-25

New

Reason

Mizuho

Vijay Rakesh

Price Target

$175 -> $160

2026-01-25

New

downgrade

Neutral

Reason

Mizuho analyst Vijay Rakesh lowered the firm's price target on Qualcomm to $160 from $175 and keeps a Neutral rating on the shares after hosting an industry call on handsets. Global handsets are estimated down 4% year-over-ear in 2026, with more downside into the second half due to memory shortages and pricing, the analyst tells investors in a research note. The firm reduced price targets in the group.

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QCOM Should I Buy

QCOM Should I Buy

Should You Buy Qualcomm Inc (QCOM) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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