October 20, 2025 a 08:38 pm
QCOM: Analysts Ratings - QUALCOMM Incorporated
QUALCOMM Incorporated (QCOM) has shown notable resilience in the tech sector, driven by its strategic focus on wireless technology innovations. While experiencing some fluctuations in analyst ratings, the company's strong presence in 5G technology and strategic investments in AI and IoT continue to attract investor interest. The analyst recommendations over time have depicted a cautious optimism towards the stock with a noticeable shift towards more conservative ratings.
Historical Stock Grades
Analyzing the recent analyst ratings for QUALCOMM, the trends indicate a persistent market interest in the company's performance, with an increased inclination towards holding the stock. The data as of October 2025 is presented below:
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 5 | |
| Buy | 11 | |
| Hold | 19 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
Over recent months, there has been a discernible shift in analyst sentiment towards QUALCOMM, indicating a more cautious approach. Key observations include:
- A steady increase in the "Hold" ratings from early 2024 to late 2025, suggesting a wait-and-see approach by analysts.
- Fluctuations in "Buy" recommendations, alongside a consistent but reduced "Strong Buy" outlook, hint at market uncertainties in the tech sector.
- The overall analyst activity remains relatively high, with the majority opting to retain their positions on QUALCOMM.
Percentage Trends
In reviewing the percentage trends, there appears to be a gradual shift in sentiment, denoted by the following points:
- A notable reduction in "Strong Buy" percentages over the past year, reflecting strategic caution among analysts.
- An increase in the "Hold" category, now comprising over half of the total ratings, highlighting growing caution within the market.
- The "Sell" and "Strong Sell" ratings persist at minimal levels, indicating continued trust in the long-term potential of the company.
Latest Analyst Recommendations
The most recent analyst recommendations for QUALCOMM reflect prevailing sentiments within the tech industry:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-07-31 | Buy | Buy | Rosenblatt |
| 2025-07-31 | Overweight | Overweight | Piper Sandler |
| 2025-07-28 | Overweight | Overweight | JP Morgan |
| 2025-07-21 | Neutral | Neutral | UBS |
| 2025-07-17 | Overweight | Overweight | JP Morgan |
Analyst Recommendations with Change of Opinion
Recent changes in analyst recommendations for QUALCOMM indicate a cautious approach, as seen in the following downgrades and upgrades:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2024-10-08 | Sector Weight | Overweight | Keybanc |
| 2024-08-12 | Peer Perform | Outperform | Wolfe Research |
| 2024-07-17 | Hold | Buy | HSBC |
| 2024-02-01 | Neutral | Buy | Citigroup |
| 2024-01-12 | Buy | Neutral | Citigroup |
Interpretation
The observed data suggests a cautious but stable market assessment of QUALCOMM. While there have been downgrades, the persistent lack of any "Strong Sell" ratings implies enduring confidence in the company's strategic direction. The shifts towards more neutral or conservative positions may indicate short-term market apprehensions, possibly due to macroeconomic factors affecting the tech sector. Overall, the sentiment – though skewed towards holding positions – indicates that analysts maintain a fundamental belief in QUALCOMM's long-term performance potential.
Conclusion
In summary, QUALCOMM Incorporated (QCOM) demonstrates robust strategic positioning within the tech industry, particularly in wireless technologies. Despite recent inclinations towards more conservative analyst ratings, the absence of significant negative sentiment suggests that the company remains on a stable footing. The primary risk appears to be market uncertainty, driven by broader economic conditions, while the opportunity lies in QUALCOMM's innovative edge in areas like 5G and AI. Analysts continue to view the company favorably in the long term, underscored by stable recommendations. Subsequently, investors may perceive QUALCOMM as a balanced investment, with solid long-term potential counterbalancing current market caution.