Lam Research Corporation (LRCX) — closed signal from October 21, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 19, 2026.
Predicted vs. what happened
What happened
Reached its target in 76 days.
The thesis — published October 21, 2025
Lam Research has pulled back and could rebound as buyers return, while demand for chip-making tools tied to AI stays strong. The stock has already doubled this year, and a respected quality checklist gives it a 100% score, suggesting solid execution. With earnings coming up, the plan is to buy in stages near the lower end of its recent range and aim for a recovery, while staying mindful of sharp swings around company and industry updates.
Primary drivers
- Price looks beaten down and may rebound; near-term trading opportunity
- AI growth boosts demand for chip factories, lifting need for Lam's tools
- Trusted checklist rates the business at the top for quality and execution
- Earnings are soon, which can move the stock up or down quickly
How it played out
LRCX: target reached in 76 days
Lyra published LRCX at $143.46 on 2025-10-21 with expected growth of 30%. The thesis pointed to a pulled-back stock that could rebound as buyers returned. It also pointed to chip-making tool demand tied to artificial intelligence, a 100% quality checklist score, and earnings that could move the stock quickly.
Inside the window, the stock reached the $186.20 target in 76 days. It later peaked at $229.57 on 2026-01-15, with a peak gain of 60%. By 2026-01-19, it ended at $222.96. The thesis played out and went beyond the target.
What happened during the window
On 2025-10-22, Lam Research reported fiscal first-quarter adjusted earnings of $1.26 per share on revenue of $5.32 billion, according to Investor's Business Daily. The article also said Lam guided for $1.15 per share on $5.2 billion in revenue for the quarter ending 2025-12-28.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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