Qualcomm Inc. (QCOM) — closed signal from July 21, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 19, 2025.
Predicted vs. what happened
What happened
Reached its target in 65 days.
The thesis — published July 21, 2025
Qualcomm shares are down 10% from their June high, so today’s price is a discount. Investor surveys still show very strong enthusiasm, and a small edge in the upcoming earnings report could underline that optimism. New chips for AI-ready phones plus fresh deals with car makers give the company more ways to make money. If headlines about trade limits stay quiet, the stock could drift back toward $173, roughly 9% higher, which is where it traded earlier this year.
Primary drivers
- Slightly higher earnings forecast hints at a pleasant surprise in August
- Strong investor survey scores suggest big funds are still interested
- AI phone cycle and car contracts add fresh, growing revenue streams
- Recent buying strength after the pullback signals momentum may turn up
How it played out
QCOM: target reached in 65 days
Lyra published QCOM at 157.44 on 2025-07-21 with a short-term thesis for 9% growth. The thesis pointed to a slightly higher earnings forecast, strong investor survey scores, new chips for artificial intelligence-ready phones, car contracts, and recent buying strength after the pullback.
Inside the window, QCOM reached the 169.77 target in 65 days. Its peak was 173.55 on 2025-09-24, with a peak gain of 10.2%. By 2025-10-19, it ended at 162.62. The thesis played out on price. It reached the target, then gave back part of the move before the window closed.
What happened during the window
On 2025-07-30, Qualcomm reported fiscal third-quarter revenue of $10.4B. On 2025-09-24, Qualcomm announced the Snapdragon 8 Elite Gen 5 mobile platform.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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