Track record · closed signal

QUALCOMM Incorporated (QCOM) — closed signal from August 12, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on November 10, 2025 — +15.2% at the close.

Predicted vs. what happened

QCOM price · publication thesis → realized outcomesplit-adjusted

$145.34 – $146.80Entry zone — fair-value band

$148.14Published — price the day we called it

$175.86Target — the price the thesis aimed for

$204.90Peak — highest point inside the window, not a realized return

$170.70Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 76 days.

At window close

+15.2%

realized, from the publication price to the last close inside the window

Peak gain

+38.3%

peak, from the publication price — not a realized return

S&P 500, same window

+6.3%

SPY over the identical days, dividend-adjusted

Window close

$170.70

last close inside the window, ended November 10, 2025

Peak price

$204.90

peak on October 27, 2025 — not a realized return

Days to target

The thesis — published August 12, 2025

Predicted growth

+20%

over the measurement window

Target price

$175.86

the price the thesis aimed for

Entry zone

$145.34 – $146.80

the fair-value band we waited for

Price at publication

$148.14

published August 12, 2025

Confidence

69%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Qualcomm looks like a strong company that may be temporarily out of favor, creating a chance for a bounce. A respected stock screen gave it a 93% score, and news points to possible new money from AI chips in China and a new phone using its improved chips. Phone sales can be choppy and global politics can bite, but growth in cars and connected devices helps. Expect a few months of stabilizing, then a recovery.

Primary drivers

Short-term weakness may offer a bounce opportunity in a solid business.
Strong 93% score from a respected screening model supports quality.
Reports of China AI chip deals could add revenue without heavy costs.
Expanding in cars and smart devices spreads risk beyond phones.

How it played out

QCOM: target reached in 76 days

Lyra published QCOM at $148.14 on 2025-08-12 with expected growth of 20%. The thesis said the stock looked temporarily out of favor and could bounce over a short-term window. It pointed to a 93% screen score, possible revenue from artificial intelligence chips in China, a new phone using improved chips, and growth in cars and connected devices.

Inside the window, QCOM rose past the $175.86 target. It peaked at $204.90 on 2025-10-27, with a peak gain of 38.3%, and reached the target in 76 days. It ended at $170.70 on 2025-11-10. The thesis played out.

What happened during the window

On 2025-09-24, Qualcomm announced the Snapdragon 8 Elite Gen 5 for flagship Android devices. On 2025-11-05, Android Central reported Qualcomm's fiscal Q4 2025 revenue of $11.3 billion and cited growth in handsets, automotive, and IoT. These were company updates during the window, not stated causes of the price move.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

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.

See today’s picks All QCOM signals