Qualcomm Market Sentiment

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 10, 2026	Piper Sandler	David O'Connor—	+6.7%	$190	Initiate	Neutral
Sep 9, 2026	RBC Capital	Srini Pajjuir—	+1.1%	$160 → $180	Maintained	Sector Perform
Sep 9, 2026	Rosenblatt	Sajal Dogra—	+32.0%	$235 → $235	Maintained	Buy
Jul 30, 2026	Benchmark	Cody Acree—	+51.7%	$300 → $270	Maintained	Buy
Jul 30, 2026	UBS	Timothy Arcuri—	-4.5%	$190 → $170	Maintained	Neutral
Jul 30, 2026	RBC Capital	Srini Pajjuri—	-10.1%	$250 → $160	Maintained	Sector Perform
Jul 30, 2026	Susquehanna	Christopher Rolland—	-10.1%	$190 → $160	Maintained	Neutral
Jul 30, 2026	Citigroup	Atif Malik—	-1.7%	$198 → $175	Maintained	Neutral
Jul 30, 2026	TD Cowen	Joshua Buchalter—	-1.7%	$225 → $175	Maintained	Buy
Jul 30, 2026	Wells Fargo	Aaron Rakers—	-4.5%	$265 → $170	Maintained	Equal-Weight
Jul 30, 2026	Evercore ISI Group	Mark Lipacis—	-10.7%	$179 → $159	Maintained	In-Line
Jul 30, 2026	Cantor Fitzgerald	C.J. Muse—	-7.3%	$200 → $165	Maintained	Neutral
Jul 30, 2026	Rosenblatt	Sajal Dogra—	+32.0%	$265 → $235	Maintained	Buy
Jul 30, 2026	Morgan Stanley	Joseph Moore—	+23.6%	$231 → $220	Maintained	Equal-Weight
Jul 13, 2026	TD Cowen	Joshua Buchalter—	+26.4%	$200 → $225	Maintained	Buy
Jun 29, 2026	Mizuho	Vijay Rakesh—	+18.0%	$170 → $210	Maintained	Neutral
Jun 25, 2026	Benchmark	Cody Acree—	+68.5%	$225 → $300	Maintained	Buy
Jun 25, 2026	Barclays	Tom O'Malley—	+37.6%	$150 → $245	Maintained	Underweight
Jun 25, 2026	UBS	Timothy Arcuri—	+32.0%	$170 → $235	Maintained	Neutral
Jun 25, 2026	Citigroup	Atif Malik—	+11.2%	$160 → $198	Maintained	Neutral
Jun 25, 2026	Morgan Stanley	Joseph Moore—	+29.8%	$146 → $231	Upgrade	Underweight→Equal-Weight
Jun 25, 2026	Bernstein	Stacy Rasgon—	+32.0%	$140 → $235	Maintained	Market Perform
Jun 25, 2026	Wells Fargo	Aaron Rakers—	+48.9%	$230 → $265	Maintained	Equal-Weight
Jun 25, 2026	RBC Capital	Srini Pajjuri—	+40.4%	$175 → $250	Maintained	Sector Perform
Jun 25, 2026	TD Cowen	Joshua Buchalter—	+12.4%	$200 → $200	Maintained	Buy

Sep 10, 2026

Piper Sandler

David O'Connor—

+6.7%

$190

Initiate

Neutral

Sep 9, 2026

RBC Capital

Srini Pajjuir—

+1.1%

$160 → $180

Maintained

Sector Perform

Sep 9, 2026

Rosenblatt

Sajal Dogra—

+32.0%

$235 → $235

Maintained

Buy

Jul 30, 2026

Benchmark

Cody Acree—

+51.7%

$300 → $270

Maintained

Buy

Jul 30, 2026

UBS

Timothy Arcuri—

-4.5%

$190 → $170

Maintained

Neutral

Jul 30, 2026

RBC Capital

Srini Pajjuri—

-10.1%

$250 → $160

Maintained

Sector Perform

Jul 30, 2026

Susquehanna

Christopher Rolland—

-10.1%

$190 → $160

Maintained

Neutral

Jul 30, 2026

Citigroup

Atif Malik—

-1.7%

$198 → $175

Maintained

Neutral

Jul 30, 2026

TD Cowen

Joshua Buchalter—

-1.7%

$225 → $175

Maintained

Buy

Jul 30, 2026

Wells Fargo

Aaron Rakers—

-4.5%

$265 → $170

Maintained

Equal-Weight

Jul 30, 2026

Evercore ISI Group

Mark Lipacis—

-10.7%

$179 → $159

Maintained

In-Line

Jul 30, 2026

Cantor Fitzgerald

C.J. Muse—

-7.3%

$200 → $165

Maintained

Neutral

Jul 30, 2026

Rosenblatt

Sajal Dogra—

+32.0%

$265 → $235

Maintained

Buy

Jul 30, 2026

Morgan Stanley

Joseph Moore—

+23.6%

$231 → $220

Maintained

Equal-Weight

Jul 13, 2026

TD Cowen

Joshua Buchalter—

+26.4%

$200 → $225

Maintained

Buy

Jun 29, 2026

Mizuho

Vijay Rakesh—

+18.0%

$170 → $210

Maintained

Neutral

Jun 25, 2026

Benchmark

Cody Acree—

+68.5%

$225 → $300

Maintained

Buy

Jun 25, 2026

Barclays

Tom O'Malley—

+37.6%

$150 → $245

Maintained

Underweight

Jun 25, 2026

UBS

Timothy Arcuri—

+32.0%

$170 → $235

Maintained

Neutral

Jun 25, 2026

Citigroup

Atif Malik—

+11.2%

$160 → $198

Maintained

Neutral

Jun 25, 2026

Morgan Stanley

Joseph Moore—

+29.8%

$146 → $231

Upgrade

Underweight→Equal-Weight

Jun 25, 2026

Bernstein

Stacy Rasgon—

+32.0%

$140 → $235

Maintained

Market Perform

Jun 25, 2026

Wells Fargo

Aaron Rakers—

+48.9%

$230 → $265

Maintained

Equal-Weight

Jun 25, 2026

RBC Capital

Srini Pajjuri—

+40.4%

$175 → $250

Maintained

Sector Perform

Jun 25, 2026

TD Cowen

Joshua Buchalter—

+12.4%

$200 → $200

Maintained

Buy

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