QCOM Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for QCOM. 7 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 35 sales, a net selling of $5.6M. The largest was AMON CRISTIANO R (director, officer: President & CEO) selling $1.9M. The stock gained 74.4% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Sell | 829 | $201.77 |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 316 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 315 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 171 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Tax | 440 | $202.51 |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 44 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 424 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 316 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 45 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 314 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 425 | — |
| May 21, 2026 | Grech Patricia Yofficer: SVP, Chief Accounting Officer | Option | 171 | — |
| May 13, 2026 | Palkhiwala Akash J.officer: EVP, CFO & COO | Sell | 156 | $210.44 |
| May 13, 2026 | Palkhiwala Akash J.officer: EVP, CFO & COO | Sell | 38 | $216.31 |
| May 13, 2026 | Palkhiwala Akash J.officer: EVP, CFO & COO | Sell | 336 | $207.52 |
Source: QCOM SEC Form 4 filings, latest May 21, 2026. For informational purposes only — not investment advice.
Research
QCOM: BNP Cuts to Reduce, $120 PT on Apple Loss
BNP Paribas downgraded QCOM to neutral with a $120 PT amid Apple modem losses and China risks, but record $12.3B Q1 FY2026 revenues, resilient QTL royalties, and AI/auto growth make the move overblown. Trading at a peer discount, QCOM remains a buy for diversification beyond handsets.
Japan's $16B Rapidus Bet: Why AMAT, LRCX, and KLAC Win More Than NVDA or TSM
Japan's $16B Rapidus funding ignites a fab boom, favoring US equipment leaders AMAT, LRCX, and KLAC while challenging TSM. NVIDIA and QCOM gain indirectly from capacity growth. Ranked picks highlight equipment purity over foundry risks.
NVDAAMATTSMQCOM Drops 25.5% as Mobile Chips Stall — While NVDA, AMD and MU Pull Ahead
Qualcomm's 25.5% plunge underscores mobile and auto chip slowdown, hurting QCOM, NXPI, and TXN, while AI tailwinds propel NVDA, AMD, and MU. The article analyzes exposure, financials, and ranks conviction plays amid the sector divide.
NXPITXNNVDADRAM Prices Up 90%+ With 2-Year Backlogs — MU Leads 6 Semiconductor Stocks to Buy Now
DRAM prices have surged 90-95% with two-year backlogs, igniting a memory boom from AI demand. Micron leads with direct exposure, followed by equipment maker Applied Materials and GPU giants NVIDIA/AMD. Ranked picks favor pure-plays at attractive valuations amid the upcycle.
MUAMATNVDADRAM Prices Up 90%+ With 2-Year Backlogs: MU Leads 6 Chip Stocks to Watch
DRAM prices have surged 90-95% with 2-year backlogs per 247WallSt, igniting a chip upturn favoring MU, AMAT, NVDA, AMD, AVGO, and QCOM. Micron leads with direct exposure and cheap valuation, while equipment and AI plays follow. Ranked conviction highlights top winners amid AI-driven shortages.
MUAMATNVDAHelium Crisis Could Hit INTC, AMD, QCOM — Supply Exhaustion by June 2026
The semiconductor industry is facing a potential helium supply crisis, with major manufacturers like Intel and AMD at risk. Helium is crucial for semiconductor fabrication, and its expected exhaustion by June 2026 could significantly impact production capabilities. Investors should monitor developments closely as the situation unfolds.
AMDINTCFoldable iPhone Confirmed for 2026: 6 Suppliers Poised to Win — AVGO, MU Top the List
Anchored by Bloomberg's confirmation of Apple's foldable iPhone for September 2026, this analysis ranks six suppliers—AVGO, MU, COHR, QCOM, JBL, CRUS—by conviction to capture innovation spillover. Leaders like Broadcom and Micron offer explosive growth from custom chips and memory demands.
AAPLAVGOCRUS
Track QCOM with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free