QCOM

QUALCOMM Incorporated

Technology · $212.1B market cap

Share price

$184.87

close of Oct 3, 2026

Fair value

$147.14

Sticker Price

Payback Price

$58.86

buy price

Overpriced

QCOM is Overpriced: at $184.87 it trades 26% above its fair value of $147.14. Its buy price (Payback Price) is $58.86, 68% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth6.9% a year✗

Equity per share growth3.5% a year✗

Sales growth9.0% a year✗

Free cash flow growth7.2% a year✗

Return on invested capital17.5%✓

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Superinvestors

6 of the investors we track hold QCOM. In Q2 2026, 2 opened a position, 1 added and 3 trimmed. Who we track

Viking Global Investors

Viking Global Investors · as of Q2 2026

$279.8M

1,514,185 shares

Harry Burn

Sound Shore · as of Q2 2026

$101.2M

547,812 shares

David Tepper

Appaloosa Management · as of Q2 2026

$46.2M

250,000 shares

David Katz

Matrix Asset Advisors · as of Q2 2026

$45.1M

243,892 shares

Mairs & Power Funds

Mairs & Power Funds · as of Q2 2026

$33.2M

179,832 shares

Show all 6 holders

Lee Ainslie

Maverick Capital · as of Q2 2026

$1.0M

5,542 shares

Moves in Q2 2026

New position: Viking Global Investors, Lee Ainslie

Added: Harry Burn

Trimmed: David Tepper, Mairs & Power Funds, David Katz

Insider activity

Since Jun 30, 2026: no open-market purchases, 28 sales worth $1.9M and 12 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$2K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$64K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$136K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$93K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$127K

Show all 28 sales

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$15K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$9K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$6K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-09-11

Sold

$6K

Grech Patricia Y

SVP, Chief Accounting Officer · 2026-08-31

Sold

$35K

Grech Patricia Y

SVP, Chief Accounting Officer · 2026-08-21

Sold

$102K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-08-12

Sold

$27K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-08-12

Sold

$41K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-08-12

Sold

$177K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-08-12

Sold

$122K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-08-12

Sold

$42K

ACE HEATHER S

EVP, Chief HR Officer · 2026-08-03

Sold

$471K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$6K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$2K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$11K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$20K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$11K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$30K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$69K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$43K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$59K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$96K

Palkhiwala Akash J.

EVP, CFO & COO · 2026-07-14

Sold

$104K