Yahoo · Oct 22, 2026
Intel vs. Qualcomm: A Widening Gap in Revenue
Intel's latest quarter hit $16.1 billion while Qualcomm fell to $9.9 billion—the largest gap in the eight-quarter comparison.

NYSE · QCOM
Technology · Semiconductors
$172.83
Down-$5.13 (-2.88%)
Updated Oct 23, 2026, 3:57 AM
SID Score
5.9/10
Composite research score
Smart Money
44/100
Neutral
Price performance · QCOM
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 22, 2026
QCOM closed at $172.83 after 21 trading sessions, down 11.03% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 22, 2026 | $173.37 | $178.70 | $171.93 | $172.83 | 15.08M |
| Oct 21, 2026 | $177.15 | $178.99 | $174.10 | $177.96 | 7.21M |
| Oct 20, 2026 | $171.505 | $177.045 | $171.13 | $175.71 | 6.88M |
| Oct 19, 2026 | $175.985 | $178.00 | $172.37 | $173.53 | 10.56M |
| Oct 16, 2026 | $175.01 | $177.86 | $171.90 | $172.11 | 12.54M |
| Oct 15, 2026 | $169.31 | $179.208 | $168.84 | $178.40 | 11.79M |
| Oct 14, 2026 | $173.626 | $175.61 | $171.02 | $172.62 | 11.2M |
| Oct 13, 2026 | $172.545 | $180.78 | $172.29 | $176.86 | 12.31M |
| Oct 12, 2026 | $175.185 | $175.23 | $172.1601 | $174.43 | 6.91M |
| Oct 9, 2026 | $176.40 | $176.40 | $171.79 | $175.50 | 7.58M |
| Oct 8, 2026 | $174.48 | $176.28 | $171.02 | $176.01 | 9.57M |
| Oct 7, 2026 | $178.92 | $179.82 | $175.3505 | $177.12 | 7.91M |
| Oct 6, 2026 | $182.03 | $183.09 | $179.3311 | $181.03 | 8.23M |
| Oct 5, 2026 | $185.075 | $185.48 | $180.30 | $180.79 | 12.3M |
| Oct 2, 2026 | $186.715 | $188.95 | $183.36 | $184.87 | 10.12M |
| Oct 1, 2026 | $185.175 | $186.3669 | $181.77 | $182.09 | 10.91M |
| Sep 30, 2026 | $184.88 | $188.34 | $183.1456 | $184.04 | 7.42M |
| Sep 29, 2026 | $189.48 | $190.03 | $182.23 | $184.10 | 10.03M |
| Sep 28, 2026 | $199.16 | $199.16 | $186.71 | $187.48 | 16.68M |
| Sep 25, 2026 | $195.03 | $205.8532 | $194.53 | $201.97 | 17.82M |
| Sep 24, 2026 | $196.58 | $196.77 | $191.75 | $194.26 | 9.09M |
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Company
Market Activity
Research & News
QCOM research
Company profile and research snapshot.
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 21, 2026 | Susquehanna | Neutral | — |
| Oct 19, 2026 | TD Cowen | Buy | — |
| Sep 10, 2026 | Piper Sandler | Neutral | — |
| Sep 9, 2026 | RBC Capital | Sector Perform | — |
| Sep 9, 2026 | Rosenblatt | Buy | — |
No generated briefing is available yet.
Yahoo · Oct 22, 2026
Intel's latest quarter hit $16.1 billion while Qualcomm fell to $9.9 billion—the largest gap in the eight-quarter comparison.
Yahoo · Oct 22, 2026
Qualcomm Incorporated (NASDAQ: QCOM) today announced that it will publish the Company's financial results for its fourth quarter and fiscal 2026 on Wednesday, November 4, 2026, after the close of the market on the Company's Investor Relations website, at https://investor.qualcomm.com/financial-information. The earnings release will also be furnished to the Securities and Exchange Commission (SEC) on a Form 8-K, which will be available on the SEC website at http://www.sec.gov.
Yahoo · Oct 22, 2026
SpaceX just reported $14.6 billion in quarterly revenue and the first profit in its history, and the surprise is where the money came from: AI. Host Ejaaz Ahamadeen breaks down how SpaceX became the number one neocloud renting compute to Anthropic and Google, the power bottleneck, the potential Tesla merger, and what could still go wrong.
Yahoo · Oct 22, 2026
QUALCOMM has delivered a powerful long run for shareholders, and with the stock last closing at US$177.96, the real question for you now is whether that price still lines up with the cash flows the business can produce over time. QUALCOMM has returned 81.0% over the past 3 years, which puts a lot of accumulated optimism on the line if its future cash generation does not keep pace with that share price performance. Recent revenue pressure from weaker smartphone shipments and rising chip...
Interpretive context generated from the platform’s current data sources.
QUALCOMM Incorporated shares trade at $177.96, reflecting a modest daily gain of 0.05% per SID market data. The stock has declined 10.24% over the past month, though it maintains a positive three-month return of 4.0% and a one-year gain of 4.04%. Technically, QCOM trades above its 200-day moving average of $167.18, indicating a longer-term uptrend remains intact, while sitting just above its 50-day moving average of $175.69. The 14-day relative strength index registers at 44.6, placing the stock in neutral territory without overbought or oversold signals. QCOM carries a beta of 1.214, according to SID market data, indicating higher volatility relative to the broader market. Average daily trading volume stands at approximately 10.0 million shares, supporting adequate liquidity. The company's market capitalization currently sits at $194.15 billion, positioning it among the largest semiconductor firms globally.
QUALCOMM currently trades at a price-to-earnings ratio of 35.86, which represents a premium relative to historical semiconductor industry averages, per SID market data. The company's price-to-book ratio stands at 9.37, reflecting substantial market premium over its book value according to SEC filings. Notably, the PEG ratio registers at -0.69, a negative figure that warrants careful interpretation in the context of forward earnings growth projections. QCOM offers a dividend yield of 1.94%, providing income-oriented investors with a tangible return component. The technology sector classification places QUALCOMM among peers where elevated P/E multiples are common, though the current valuation suggests the market is pricing in significant future earnings expansion. With a market capitalization of $194.15 billion, QCOM's valuation metrics indicate investors are paying a considerable premium for the company's leadership position in mobile chipsets and licensing revenue streams.
QUALCOMM's composite smart money score stands at 42 out of 100 with a neutral signal, according to SID market data, suggesting mixed institutional conviction. The institutional component scores a perfect 25 out of 25, reflecting robust fund-level ownership and engagement. However, the insider trading component registers at 0.0 out of 25, the lowest possible score. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, with a notable imbalance of 16 sells versus only 4 buys, indicating a clear pattern of insider disposition activity. The dark pool activity component scores 10.6 out of 25, suggesting moderate off-exchange institutional trading interest. Congressional trading activity registers at 6.8 out of 25 per available disclosure filings. The divergence between maximum institutional conviction and minimal insider confidence creates a notable tension within the smart money framework. This disparity between institutional holders maintaining positions and insiders reducing exposure warrants monitoring in coming quarters.
QUALCOMM has delivered a consistent pattern of earnings beats across recent quarters, according to company earnings reports. In the most recent reported quarter, QCOM posted earnings per share of $3.50 against analyst estimates of $3.15, representing a positive surprise of $0.35, or approximately 11.1%. The prior quarter produced EPS of $2.65 versus expectations of $2.43, a $0.22 beat. The quarter before that delivered $2.21 against estimates of $2.09, a $0.12 upside surprise. This trajectory demonstrates an accelerating pattern of earnings outperformance, with the magnitude of beats increasing sequentially from $0.12 to $0.22 to $0.35. Looking ahead, analysts estimate EPS of $2.02 for the upcoming quarter with results expected on November 4, per analyst estimates. The sequential decline in estimated EPS from $3.50 to $2.02 reflects typical seasonality in QUALCOMM's business, driven by cyclical handset demand patterns throughout the fiscal year.
Wall Street analyst sentiment on QUALCOMM reflects a divided outlook, per SID consensus data. Recent coverage actions show TD Cowen maintaining a Buy rating as of October 19, while Rosenblatt also reiterated its Buy rating on September 9. Conversely, Susquehanna maintained a Neutral stance on October 21, and Piper Sandler initiated coverage with a Neutral rating on September 10, according to Wall Street analyst reports. RBC Capital maintained its Sector Perform rating on September 9, effectively aligning with the neutral camp. Among the five most recent analyst actions, two firms hold Buy ratings while three maintain neutral-equivalent positions, creating a near-even split in directional conviction. Notably, no analyst in this recent group has issued a Sell or underperform rating, establishing a floor of neutral sentiment at minimum. All five recent actions were either maintained ratings or initiations rather than upgrades or downgrades, suggesting a period of consensus stability around current price levels for QUALCOMM shares.


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