Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from October 27, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on January 25, 2026 — +39% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$150.50 – $159.47Entry zone — fair-value band

$156.75Published — price the day we called it

$184.66Target — the price the thesis aimed for

$236.10Peak — highest point inside the window, not a realized return

$217.94Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 67 days.

At window close

+39%

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

Peak gain

+50.6%

peak, from the publication price — not a realized return

S&P 500, same window

+0.9%

SPY over the identical days, dividend-adjusted

Window close

$217.94

last close inside the window, ended January 25, 2026

Peak price

$236.10

peak on January 22, 2026 — not a realized return

Days to target

The thesis — published October 27, 2025

Predicted growth

+18%

over the measurement window

Target price

$184.66

the price the thesis aimed for

Entry zone

$150.50 – $159.47

the fair-value band we waited for

Price at publication

$156.75

published October 27, 2025

Confidence

78%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Lam makes tools that chip factories need. Two big trends are helping: more chips for AI, which makes each factory step more complex, and memory makers restarting orders after a slump. A respected investment firm recently bought shares, hinting at steady demand. Even though the pace cooled after a strong run, trading interest remains healthy. If chipmakers do not delay spending, shares could grind higher over the next three months.

Primary drivers

A well-known fund reported buying shares, signaling confidence and demand.
AI and advanced memory raise chip-tool needs per factory step and per wafer.
Memory makers are lifting orders after a downturn, improving sales visibility.
Price cooled a bit after gains, but trading interest and volume look healthy.

How it played out

LRCX: target reached in 67 days

Lyra published LRCX at $156.75 on 2025-10-27, with 18% expected growth and a $184.66 target. The thesis pointed to chip factory tool demand, artificial intelligence and advanced memory needs, memory makers lifting orders, a well-known fund buying shares, and healthy trading interest after a cooler stretch.

Inside the window, the stock reached the target in 67 days. It later peaked at $236.10 on 2026-01-22, with a 50.6% peak gain. It ended the window at $217.94, still above the target. The thesis played out clearly.

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 LRCX signals