QCOM QUALCOMM INC/DE
What matters nowUpdated 5 h ago
- The latest development is the Arm dispute: a jury began deliberating on October 9 in Qualcomm's breach-of-contract case against Arm, and a win could free Qualcomm from Arm royalties for up to five years, a benefit estimated at about $1.5 billion 1.
- On October 5 Qualcomm agreed a multi-year patent license with Huawei that includes cross-licenses, and it will buy certain Huawei U.S. patents in compute, AI and networking; the deal closes only after regulatory approvals and financial terms were not disclosed 2. On September 24 it renewed its global patent license with Apple, effective April 1, 2027 3.
- The stock fell 7.2% to $187.48 on September 28, which the source ties to a broad tech sell-off rather than a company catalyst 4. The pooled 24/7 venue price was $177.97 on October 13, up 2.5% from the previous close.
- Key numbers: trailing revenue is $44.07 billion, up 1.9% year over year but down 4.0% in the latest quarter, and trailing EPS is down 15.5% year over year. The net margin is 21.0% and the gross margin 54.2%. The market cap is $188.1 billion, with a P/E of 20.3, EV/EBITDA of 16.7 and a 5.5% free cash flow yield. In the last 180 days insiders made 16 planned sales worth $11.3 million and no purchases. In fiscal Q3 2026 automotive revenue hit a record, up 61% year over year, while handset revenue fell 20%.
- Next, Q4 fiscal 2026 earnings are estimated for November 4, 2026 (not confirmed), with guidance of $9.7 billion to $10.5 billion in revenue and non-GAAP EPS of $2.05 to $2.25. HUMAIN AI200 rack deployments are planned to begin in 2026. Polymarket puts 81.5% odds on no Fed rate change after the October 2026 meeting, and the September CPI is released on October 14.
TechTimes · Oct 9
Light Reading · Oct 5
Qualcomm newsroom · Sep 24
GuruFocus · Sep 28
Valuation & fundamentalsFull financials →
TTM through 2026-06-28 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp QCOMUSDT · just now | 177.07 | −0.01% | $25.5M | $12.0M | 0.0000% |
| bitget perp QCOMUSDT · just now | 177.09 | 0.00% | $5.5M | $1.1M | 0.0014% |
| okx perp QCOM-USDT-SWAP · just now | 177.07 | −0.01% | $2.3M | $2.0M | 0.0000% |
| hyperliquid perp xyz:QCOM · just now | 176.91 | −0.10% | $1.2M | $3.9M | 0.0174% |
| bybit perp QCOMUSDT · just now | 177.05 | −0.02% | $1.0M | $1.5M | 0.0000% |
| aster perp QCOMUSDT · just now | 177.32 | +0.13% | $20.9K | $11.0K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Qualcomm v. Arm: jury begins deliberations, no verdict as of October 9
The jury in Qualcomm's breach-of-contract case against Arm began deliberating on October 9 and had not announced a verdict when the reporting was published.
Huawei and Qualcomm agree broad patent license; Qualcomm buys Huawei patents
Huawei and Qualcomm agreed a multi-year patent deal that includes cross-licenses across their portfolios in 5G, compute, AI and networking.
Qualcomm falls 7.2% to $187.48 as tech stocks sell off
Qualcomm closed at $187.48 on September 28, down $14.49 or 7.17%, while the QQQ fell about 1%.
Qualcomm renews global patent license with Apple, effective April 1, 2027
Qualcomm said on September 24 that it has renewed its global patent license agreement with Apple, effective April 1, 2027.
Qualcomm unveils Snapdragon 8 Elite Gen 6 and Extreme Gen 6 flagship chips
Qualcomm unveiled two flagship phone chips at its Snapdragon Summit in Maui on September 22: the Snapdragon 8 Elite Gen 6 and the Snapdragon 8 Elite Extreme Gen 6.
Qualcomm, Lumentum and Corning to demo optical die-to-die link for AI scale-up
Qualcomm, Lumentum and Corning said they will demonstrate a high-density optical die-to-die interconnect for AI scale-up systems at ECOC 2026 in Malaga, Spain.
iPhone 18 Pro lists Apple C2 modem; Pro Max modem left unlisted
Apple's September 9 iPhone 18 Pro launch lists its in-house C2 modem for the iPhone 18 Pro.
Amazon gets warrant for up to 25M Qualcomm shares tied to $60B of purchases
Qualcomm filed an 8-K on September 8, 2026 describing a multi-generation collaboration to supply custom AI inference silicon and related hardware for AWS data centers.
Qualcomm reports fiscal Q3 2026 results: revenue $9.95B, down 4% from a year earlier
Qualcomm filed a Form 8-K with the SEC on Jul 29, 2026, 4:01 PM ET, reporting an event dated Jul 29, 2026.
BMW names Qualcomm lead compute supplier for cockpit and driving systems
BMW Group named Qualcomm its lead compute silicon provider for in-vehicle digital cockpit and automated driving systems through the next decade.
Qualcomm confirms Snapdragon price increases for chips shipped after September 1
Qualcomm confirmed on July 29 that it will raise prices on Snapdragon chips for shipments after September 1, after first telling customers.
Qualcomm returned $2.3B to shareholders in fiscal Q3 2026
Qualcomm paid $973 million in cash dividends ($0.92 per share) and repurchased 8 million shares for $1.4 billion in the quarter.
Qualcomm closes Modular acquisition, paying mainly in stock
Qualcomm completed its acquisition of Modular, the AI software company behind the Mojo language, with a closing date of July 28, 2026 stated in its quarterly report.
Qualcomm sets fiscal 2029 targets of $40B non-handset and over $15B data-center revenue
At its 2026 Investor Day, Qualcomm set fiscal 2029 targets of $40 billion in non-handset revenue and more than $15 billion in data-center revenue.
Qualcomm agrees to acquire AI software company Modular
Qualcomm agreed to acquire Modular Inc., an AI software infrastructure company whose platform runs AI models across different chip types without rewriting code for each one.