QUALCOMM Incorporated (QCOM) — closed signal from October 29, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 27, 2026.
Predicted vs. what happened
What happened
Reached 9% of the predicted growth at its peak, without hitting the target.
The thesis — published October 29, 2025
- Explain the new AI products - Put price action in plain words - Flag what to watch - Outline risks and plan. Qualcomm launched AI200 and AI250 cards to run AI faster in servers and nearby devices. Interest looks solid, with lots more people buying than usual and a steady recent average price. Over the next 0-3 months, proof via customer orders will matter. Start near $181 and be patient given rivals and mixed analyst views.
Primary drivers
- New AI200/AI250 cards aim to speed up AI tasks in servers and devices
- Price has been firm lately, with buying interest stronger than usual
- Growing potential customer base for AI across devices and data centers
- Some cautious analyst ratings may limit near-term excitement and moves
How it played out
QCOM: target was not reached
Lyra published QCOM at 181.36 on 2025-10-29 for a short-term window ending 2026-01-27. The thesis looked for 20% growth to 216.52. It pointed to AI200 and AI250 cards for artificial intelligence workloads, firm recent price action, stronger buying interest than usual, a larger customer base across devices and data centers, and cautious analyst ratings as a possible brake.
Inside the window, QCOM peaked at 184.45 on 2026-01-06, a 1.7% gain. That stayed below the 216.52 target, so the target was never reached. The stock ended the window at 153.04. The thesis only partially played out: price did rise a little at its best point, but the expected 20% move did not arrive.
What happened during the window
On November 5, 2025, Qualcomm reported fiscal fourth-quarter revenue of $11.3 billion. On January 5, 2026, Qualcomm unveiled Snapdragon X2 Plus at CES 2026 for mainstream Windows laptops.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.