Qualcomm Incorporated (QCOM) — closed signal from July 29, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 27, 2025.
Predicted vs. what happened
What happened
Reached its target in 90 days.
The thesis — published July 29, 2025
More buyers have been stepping in and the stock is holding close to its recent average price, hinting that momentum is picking up. Results on Jul 31 could show sales rising about 10% and give news on new Windows-on-Arm computer chips, which would widen Qualcomm’s potential customer base beyond phones. Strong investor mood, healthy finances, little insider selling and a fair price tag all suggest the shares could climb toward $200 within roughly three months.
Primary drivers
- Surge in buying and firm price action suggest a new upward leg is starting
- July 31 earnings may reveal 10% sales growth and strides in AI-ready phones
- Windows-on-Arm chips could unlock the large PC market for extra income
- High investor enthusiasm and zero insider selling imply strong ongoing demand
How it played out
QCOM: target reached in 90 days
Lyra published QCOM at $159.32 on 2025-07-29, with 24% expected growth and a $195.45 target. The thesis pointed to buyers stepping in, firm price action, possible July 31 results showing about 10% sales growth, Windows-on-Arm chips, strong investor mood, healthy finances, little insider selling, and a fair price tag.
Inside the window, QCOM reached a $204.90 peak on 2025-10-27. That was above the $195.45 target, with a 28.6% peak gain. The target was reached in 90 days. The ledger ended at $186.73. The thesis played out.
What happened during the window
On July 30, 2025, Qualcomm reported $10.4 billion in revenue for its fiscal third quarter, up 10%. On October 27, 2025, Qualcomm announced new data center accelerator chips, with first systems expected in 2026.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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