🏛️ Company factsSEC filings + FINRA official data
Annual revenue $44.3B · latest quarter down 4% YoY · profitable (FY net income $5.5B) · short activity within its normal range.
FY revenue
$44.3B
2025-09
Latest Q YoY
-4%
FY net income
$5.5B
Diluted EPS
$5.05
Short volume
42.4%
20d avg 44.8% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-07passive (13G)STATE STREET CORP
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 75/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.53 vs $1.54-0.65%
- Mar 2026$1.95 vs $1.90+2.63%
- Dec 2025$2.80 vs $2.800%
- Sep 2025$2.56 vs $2.34+9.4%
The takeaway
It has tracked consensus closely — no systematic over- or under-shooting.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
7 direct · 11 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
The Nvidia-MediaTek alliance intensifies competition in Arm and AI PCs, threatening Qualcomm's Snapdragon X first-mover lead.
Also named: 2454.TW · NVDA · INTC · 2330.TW
A Nvidia-backed MediaTek grows more competitive in AI PCs and Arm server/edge markets, directly threatening Qualcomm's Snapdragon PC and mobile turf.
Also named: 2454.TW · NVDA · 2330.TW
A Nvidia-MediaTek combo in ARM PC silicon directly challenges Qualcomm's Snapdragon X positioning.
Also named: 2454.TW · NVDA · INTC · AMD · 2330.TW
The AWS inference chip deal opens a new data-center AI chip revenue line for Qualcomm, offsetting weakness in its mobile business
Also named: NVDA · AVGO · AMD · AMZN · MSFT · GOOGL
MediaTek's Nvidia-backed push into AI PC and automotive SoCs raises competitive substitution pressure on Qualcomm in those segments.
Also named: 2454.TW · NVDA
- #6▲0.98%DirectQualcomm Rises 5% on Multi-Generation Amazon AI Silicon Deal; Broadcom Ticks Up, Amazon Holds Flat4d ago
Shares already up 5% on the news; the multi-generation deal aids long-term revenue diversification, but the pop is mostly priced in and contribution to its $44B revenue base will take time
Also named: AVGO · MRVL · NVDA · AMZN
- #7▼0.95%2nd-orderNVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms12d ago
MediaTek's NVIDIA-backed edge-AI push intensifies competitive pressure on Qualcomm in the edge AI-SoC market.
Also named: 2454.TW · NVDA
As MediaTek's chief rival, Qualcomm risks losing ground in AI edge and data-center silicon now that its competitor has locked in Nvidia orders.
Also named: 2454.TW · NVDA · TSM
Article argues QCOM's weaker AI business is offset by cheap valuation offering better risk/reward, potentially drawing value-oriented investor interest
Also named: MRVL · AVGO · AAPL
Higher-priced iPhone models still rely on its modem chips, so per-unit chip content value rises modestly alongside ASP
Also named: AAPL · 034220.KS · 005930.KS · 2317.TW · GLW
The rest, archived by time · 8
🕰️ Price × news · engine report card
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📜 Call history (newest first
72 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
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