$205.85Peak — highest point inside the window, not a realized return
$175.91Window close — end-of-window price, context only
What happened
Target reached
Reached its target in 50 days.
At window close
+4.3%
realized, from the publication price to the last close inside the window
Peak gain
+22%
peak, from the publication price — not a realized return
S&P 500, same window
+3.1%
SPY over the identical days, dividend-adjusted
Window close
$175.91
last close inside the window, ended October 25, 2026
Peak price
$205.85
peak on September 25, 2026 — not a realized return
Days to target
50
The thesis — published July 27, 2026
Predicted growth
+12%
over the measurement window
Target price
$187.93
the price the thesis aimed for
Entry zone
$160.25 – $169.15
the fair-value band we waited for
Price at publication
$168.71
published July 27, 2026
Confidence
67%
how strongly the data lined up
Timeframe
Short-term (0–3 months)
Qualcomm looks like a semiconductor name that could bounce. The company has kept beating profit expectations and is not pricey, and it benefits from car chips, connected devices, and edge AI work. Big tech talk about AI helps demand, but pressure on spending and margins is a clear downside. Sales are falling and price action still needs to calm before a stronger case.
Primary drivers
Edge AI and strong presence in high-end phones
Revenue from car and connected device chips
Steady income from technology licensing
Possible recovery as the semiconductor cycle improves
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.