Qualcomm Incorporated (QCOM) — closed signal from July 16, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 14, 2025 — +5.4% at the close.
Predicted vs. what happened
What happened
Reached 62% of the predicted growth at its peak, without hitting the target.
The thesis — published July 16, 2025
Qualcomm’s share price has fallen 18% since May, a drop that often comes right before a bounce when optimism is still strong. Its long court fight with Apple is finally over, removing a big worry. New Snapdragon X Elite laptops launch later this year, opening fresh PC revenue. Shares cost only 13 times next year’s profits, near decade lows, and option traders now lean bullish. A move back to $185 within three months looks realistic.
Primary drivers
- Sharp slide plus rising buy volume suggest the worst selling is done.
- New PC chips and $30B in auto orders broaden Qualcomm’s customer reach.
- Stock at 13× earnings and 2.4% yield offers low price and small income boost.
- Positive tech mood and option bets point upward, adding fuel for a rebound.
How it played out
QCOM: target was not reached
Lyra published QCOM on July 16, 2025 at $152.65. The thesis expected 22% growth within three months, with a move back to $185 described as realistic. It pointed to the earlier 18% slide, rising buy volume, the end of the Apple court fight, Snapdragon X Elite laptops, $30B in auto orders, a 13 times earnings valuation, a 2.4% yield, and bullish option positioning.
Inside the window, QCOM rose, but it did not reach the target. The peak was $173.55 on September 24, a 13.7% gain. It never got there. By October 14, the stock ended at $160.92. The thesis partially played out.
What happened during the window
On July 30, 2025, Qualcomm reported fiscal third-quarter revenue of $10.4B. On September 24, 2025, Qualcomm announced the Snapdragon 8 Elite Gen 5 for flagship Android devices.
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.