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Qualcomm's Sudden Reversal Signal Could Catch the Bears Offside
Reported by Sam Quirke. Published: 2/27/2026.
Key Points
- After a brutal 30% slide that erased nearly two years of gains, Qualcomm is showing early signs of stabilization.
- A bullish MACD crossover deep below zero suggests downside momentum may be exhausting itself.
- With fresh analyst upgrades starting to land and price action firming above recent lows, a base is starting to take shape.
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After collapsing nearly 30% between early January and early February, tech giant Qualcomm Inc (NASDAQ: QCOM) is now trading around $145. It's been a rough start to the year for investors, with that selloff effectively dragging the stock back to 2020 levels.
Though the shares were already under pressure, the primary catalyst was weak forward guidance in its first report of the year.
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Click here now to see the full reportThat disappointment accelerated selling in what has long been a frustrating stock for holders, despite Qualcomm's consistent ability to beat earnings and revenue expectations.
Following the selloff, Qualcomm's relative strength index (RSI) fell to multi-year lows, sentiment collapsed, and many analysts began throwing in the towel.
For a company operating in such a critical part of the semiconductor ecosystem, the capitulation felt definitive. Yet over the past fortnight something has shifted that's making investors question whether the worst of the selling is already behind them. Let's take a closer look.
A MACD Signal That Matters
In mid-February, Qualcomm's moving average convergence/divergence indicator (MACD) registered a bullish crossover while still well below the zero line. That detail matters: a bullish crossover above zero can simply confirm ongoing strength, but a crossover from below zero often suggests downside momentum has peaked and is beginning to unwind. In other words, it can signal the early stages of a reversal rather than mere continuation.
With the bears in control throughout January and into early February, every bounce was quickly sold into and momentum remained decisively negative. Now, a string of consecutive green sessions suggests short-term control may be starting to tilt toward the bulls, especially when combined with the MACD's bullish crossover.
The last time Qualcomm posted a similar bullish MACD crossover from deep below zero was last April, after the stock had also fallen roughly 30%. That signal marked the low and was followed by a multi-month rally of about 70%. For investors who like a comeback story, it's a compelling precedent.
Price Action Is Quietly Improving
Importantly, the recent MACD signal is not happening in isolation. Price action is beginning to cooperate. The bears have been unable to push the shares below the immediate post-earnings low they set, despite the earlier doom-and-gloom. Instead, the stock has turned northward. This doesn't mean the downtrend is officially broken, but it does indicate the relentless selling pressure has eased.
For a stock that surrendered two years of gains in a matter of weeks, stabilization is notable. When a deeply oversold name rallies in the wake of bad news rather than selling off further, it often means the worst-case scenario is already priced in.
Analysts Are Starting to Shift
The technical improvement is being met by a subtle change in tone on Wall Street. Earlier this year many analysts downgraded Qualcomm or trimmed price targets after the weak guidance.
Now, aligned with stabilizing price action and bullish indicators, that wave of caution appears to be softening.
This week, Wells Fargo lifted its rating from Underweight to Equal Weight, while Loop Capital upgraded Qualcomm to Buy. They argued that near-term headwinds are beginning to ease and that the company's diversification strategy strengthens the longer-term outlook.
Both Loop Capital and Wells Fargo set fresh price targets of $185, implying roughly 30% upside from current levels and adding to the sense that Qualcomm could be a serious contender for a comeback rally.
What Needs to Happen Next
For this early reversal to evolve into something more durable, Qualcomm needs to consolidate recent gains and start forming a base around $150.
That level is psychologically important and has been a key battleground before. If the stock can hold above recent lows and begin carving out higher lows, investor confidence should rebuild. A decisive break below $130, however, would likely invite renewed selling.
This remains a company with real headwinds. Uncertainty in handset demand has not disappeared, and management still needs to restore credibility around forward growth. But markets often turn before fundamentals visibly improve, and the bullish MACD crossover deep below zero suggests downside momentum may have already peaked.
After PSKY's $31 Bid, Could Netlfix Exit the WBD Bidding War?
Reported by Leo Miller. Published: 2/26/2026.
Key Points
- Warner Bros. Discovery says Paramount Skydance’s revised bid could lead to a superior proposal, even as it still recommends the Netflix deal for now.
- The higher offer price matters, but stronger equity backstopping to reassure lenders appears to be the bigger swing factor.
- Netflix stock’s rally suggests investors may prefer Netflix to step away rather than escalate the bidding.
- Special Report: [Sponsorship-Ad-6-Format3]
The Warner Bros. Discovery (NASDAQ: WBD) acquisition saga took another dramatic turn that the company itself may not have expected. After Netflix (NASDAQ: NFLX) agreed to a seven-day waiver period that accelerated Paramount Skydance's (NASDAQ: PSKY) bidding process, PSKY has increased its offer. For the first time, Warner Bros. is indicating that Paramount's bid could prevail.
Paramount Sweetens the Pot With $31 Bid, Stronger Equity Backing
When Warner Bros. and Netflix gave Paramount one week to submit its best bid, WBD didn't sound as if it expected much to change. In announcing the waiver, WBD management said, "To be clear, our Board has not determined that your proposal is reasonably likely to result in a transaction that is superior to the Netflix merger. We continue to recommend and remain fully committed to our transaction with Netflix." That stance now appears to be shifting.
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Click here now to see the full reportAfter the waiver period ended, Paramount raised its headline offer to $31 per share, up from $30. WBD responded by saying Paramount's revised offer could reasonably be expected to lead to a "Company Superior Proposal." In short, WBD is reassessing PSKY's bid and believes it might be superior to Netflix's.
But the $1 increase was not the main reason the company's view changed.
Paramount also made several concessions intended to address WBD's concerns about deal certainty and financing risk.
Most importantly, Paramount agreed to provide additional equity funding, as needed, to satisfy PSKY's lenders should debt markets or the combined company's fundamentals deteriorate. In practice, that means Paramount's backers — notably Oracle (NYSE: ORCL) founder Larry Ellison — have committed to support the deal with equity if debt financing becomes unavailable. That commitment directly tackles one of WBD's biggest worries: that Paramount's earlier offer lacked the same financing certainty as Netflix's.
Netflix's bid also includes debt financing, but Netflix has a much stronger cash profile: about $9.1 billion in cash and equivalents and roughly $9.46 billion in free cash flow over the last 12 months. By contrast, Paramount's figures are roughly $2.66 billion in cash and $308 million in free cash flow. Netflix's stronger balance sheet made it less likely lenders would pull back, but Larry Ellison's personal net worth — estimated at more than $190 billion — serves as a powerful equalizer for Paramount's offer.
Netflix Shares Rally as Investors Anticipate a Retreat
Notably, Warner Bros. has not yet determined that Paramount's offer is superior to Netflix's. WBD's Board "continues to recommend in favor of the Netflix transaction and is not withdrawing or modifying its recommendation." It is currently evaluating whether the Paramount deal is superior; if it concludes that it is, Netflix will have four days to negotiate a counteroffer.
In a telling reaction, Netflix shares jumped roughly 6% after Paramount provided its updated bid. As Paramount's chances of winning WBD have increased, the market appears to be signaling that investors believe Netflix walking away from the deal would be better for Netflix than proceeding with the acquisition. In other words, the market is assigning a higher probability to Netflix not completing the purchase than to Netflix outbidding Paramount.
Before this development, Netflix shares had fallen about 20% since the WBD acquisition was announced — a sign investors were skeptical the deal was a smart use of capital and may have reflected concerns about Netflix's ability to sustain strong organic growth.
WBD Going Forward: Will Netflix Back Out or Pony Up?
For WBD shareholders, the greater risk now is that Netflix walks away from the bidding war. The main driver of WBD's gain has been the possibility that NFLX and PSKY would push their offers higher. A Paramount-led deal is attractive, but the end of an active bidding war would likely limit additional upside.
That said, Netflix could still counter, reigniting a bidding contest and pushing the price higher. The market's reaction to date suggests investors see that as a lower-probability outcome. And regardless of the winner, any deal will need regulatory approval before shareholders receive the $31 per-share consideration — regulators could block either deal.
With WBD trading near $29 per share, further gains may be modest relative to gains already realized. Conversely, if Netflix backs away and the Paramount transaction collapses for any reason, the stock could fall significantly. Given those variables, it's reasonable for investors to consider whether now is the time to lock in gains on WBD.
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