Lam Research Corporation (LRCX) — closed signal from September 23, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 22, 2025.
Predicted vs. what happened
What happened
Reached its target in 36 days.
The thesis — published September 23, 2025
LRCX benefits from the rush to build AI chips, so orders for its tools should stay firm. An analyst downgrade added noise, but the price trend looks strong and the recent average price is rising, making dips potential entries. The business is solid and sentiment is positive, while chipmakers keep investing in cutting-edge lines. Key risks are chip cycle timing and how picky the market is on price.
Primary drivers
- AI chip buildout supports steady demand for Lam tools and services
- Trend looks strong and the recent average price is moving upward
- Downgrade shook price but may offer a more attractive entry point
- Solid finances and operations support the stock's move higher
How it played out
LRCX: target reached in 36 days
On 2025-09-23, Lyra published a short-term LRCX thesis at $131.88. It expected 20% growth toward $157.69. The thesis pointed to artificial intelligence chip buildout, firm demand for Lam tools and services, a strong price trend, a rising recent average price, a downgrade that had shaken the stock, and solid finances and operations.
Inside the window, the stock reached the target in 36 days. It kept rising after that. The peak was $175.96 on 2025-12-22, with a peak gain of 33.4%. It ended at $175.26. The thesis played out and then went beyond the target.
What happened during the window
On 2025-10-22, Investors.com reported that Lam Research posted fiscal first-quarter adjusted earnings of $1.26 per share on sales of $5.32 billion. It also reported guidance of $1.15 per share on sales of $5.2 billion for the quarter ending Dec. 28.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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