Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from October 29, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on January 27, 2026.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted
$160.91 Published $195.98 Target $238.46 Window close $239.50 Peak
$157.48 – $161.47Entry zone — fair-value band
$160.91Published — price the day we called it
$195.98Target — the price the thesis aimed for
$239.50Peak — highest point inside the window, not a realized return
$238.46Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 68 days.

Peak price
$239.50
peak on January 27, 2026 — not a realized return
Peak gain
+48.8%
peak, from the publication price
Window close
$238.46
end-of-window price, context only
Days to target
68
Window
October 29, 2025 – January 27, 2026

The thesis — published October 29, 2025

Predicted growth
+22%
over the measurement window
Target price
$195.98
the price the thesis aimed for
Entry zone
$157.48 – $161.47
the fair-value band we waited for
Price at publication
$160.91
published October 29, 2025
Confidence
78%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Lam Research makes the tools that chip factories need for AI. A major bank (UBS) called it a favorite overlooked pick, and a value-style screen gave it a perfect score after sales rose 28% versus last year. Price trends look healthy, with more buyers than usual, even if things look a bit hot. Over the next 0-3 months, strong demand and a healthy backlog point to buying on pullbacks to control risk.

Primary drivers

  • Major bank UBS picked it as a top under-the-radar AI chip tool maker
  • A value-focused checklist gave it a perfect score, signaling strong quality
  • Sales rose 28% versus last year, showing steady demand from chipmakers
  • Price action looks healthy, with more buying interest than usual lately

How it played out

LRCX: target reached in 68 days

Lyra published LRCX on 2025-10-29 at $160.91. The thesis expected 22% growth toward $195.98 over 0-3 months. It pointed to UBS naming Lam Research as an overlooked chip-tool pick tied to artificial intelligence, a value-style screen with a perfect score, sales up 28% versus last year, and healthy price action with more buying interest than usual.

Inside the window, the stock reached the target in 68 days. It peaked at $239.50 on 2026-01-27, with a peak gain of 48.8%. It ended at $238.46. The published thesis played out. The move went past the target, and the window closed near the peak.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

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