Qualcomm Incorporated (QCOM) — closed signal from November 2, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 31, 2026.
Predicted vs. what happened
What happened
Reached 10% of the predicted growth at its peak, without hitting the target.
The thesis — published November 2, 2025
Qualcomm is getting fresh interest thanks to its new AI chips for big servers. The stock jumped 11% on Oct 27. The trend looks healthier, with the recent average price rising and lots more people buying than usual. Phone sales are stabilizing, and the potential customer base for its AI work is growing. With rates easing a bit, investors are less worried about chip stocks, so gains could continue over the next 0-3 months if pullbacks stay mild.
Primary drivers
- Uptrend strengthening: recent average price is rising and buyers are active now
- News boost: shares jumped 11% after unveiling new AI data-center chips
- Upcoming earnings and upbeat investor mood could pull in additional buyers
- Expanding beyond phones into faster-growing AI markets and new revenue streams
How it played out
QCOM: target was not reached
Lyra published QCOM at 179.98 on 2025-11-02 with a short-term call for 26% growth. The thesis pointed to new data-center chips, an 11% jump on Oct 27, a healthier trend, active buyers, stabilizing phone sales, and a wider customer base for artificial intelligence work.
Inside the window, QCOM peaked at 184.45 on 2026-01-06, a 2.5% gain. It stayed below the 225.62 target. The window ended with the stock at 151.59. The thesis did not play out in price terms. It never got there.
What happened during the window
On Nov. 5, 2025, Qualcomm reported fiscal Q4 revenue of $11.3 billion, up 10% year over year, according to Android Central. On Jan. 5, 2026, Windows Central reported that Qualcomm unveiled Snapdragon X2 Plus at CES 2026.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.