Qualcomm is set to report results for the quarter ended December 2025, with guidance calling for adjusted EPS of 3.30–3.50 and consensus full-year EPS of 9.39. In the prior quarter, the company delivered $11.27 billion in revenue, up 10.0% year-over-year, and posted $3.00 in EPS, topping analyst estimates by $0.13. Investors will be watching licensing revenue growth, which drove mid-single-digit percentage gains in the prior period, and chipset volumes—the company shipped more than 200 million Snapdragon platforms in the last four quarters, supporting its leading position in 5G smartphone modems. Management’s outlook for automotive and IoT segment growth, as well as margin recovery in the wireless chipset business, will be critical indicators of whether Qualcomm can sustain its above-market growth trajectory.

AE Wealth Management increased its Qualcomm position by 25.5%, acquiring 26,309 additional shares to reach a total holding of 129,415 shares, valued at $21.53 million. Vanguard Group holds 114.66 million shares, while State Street controls 53.67 million, underscoring large-cap institutional support. Norges Bank initiated a new position valued at approximately $2.71 billion, and Amundi added 3.19 million shares, a 38.2% increase. Insider sales totaled 44,820 shares over the last quarter, representing 0.05% of outstanding shares; EVP holdings declined by 7.9% and 37.9% for two senior executives following planned dispositions. The combination of sizeable institutional accumulation and modest insider reductions suggests confidence in long-term prospects, tempered by executives’ opportunistic portfolio rebalancing.