Lam Research Corporation (LRCX) — closed signal from October 23, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 21, 2026.
Predicted vs. what happened
What happened
Reached its target in 71 days.
The thesis — published October 23, 2025
Lam Research is holding up while chip stocks wobble. The latest update shows record $5.3B sales, 50.6% gross margin, and 35% operating margin. By 2026, China should be about 30% of sales, aiding stability. Selling after TXN cooled momentum, but sentiment is upbeat and the recent average price is rising. AI spending should support orders; if buying returns, a 0-3 month rebound is possible.
Primary drivers
- Record sales and strong margins reported in the latest company update
- AI spending should lift demand for chip-making tools through 2026
- Selloff tied to TXN seen as short-lived versus Lam's business outlook
- Recent average price is rising; look for clear signs that buyers return
How it played out
LRCX: target reached in 71 days
Lyra published LRCX at $143.97 on 2025-10-23 with a 0-3 month rebound thesis and expected growth of 26%. The thesis pointed to record $5.3B sales, 50.6% gross margin, 35% operating margin, China near 30% of sales by 2026, artificial intelligence spending, and buyers returning after TXN cooled momentum.
Inside the window, the stock reached the $181.11 target in 71 days. It kept rising to a $232.90 peak on 2026-01-21, with a 61.8% peak gain. It ended at $228.39. The published thesis played out.
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.
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.