Lam Research Corporation (LRCX) — closed signal from October 30, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 28, 2026.
Predicted vs. what happened
What happened
Reached its target in 68 days.
The thesis — published October 30, 2025
Lam makes the machines chip makers need, and demand from AI spending is lifting sales. The stock has run up, but buying interest is still strong and the recent average price is rising. Nvidia's huge value signals ongoing spending on these tools. Lower rates and calmer US-China trade help. We prefer buying small pullbacks for a 1-3 month push toward old highs, while watching order timing, China limits, and sharp swings in leading names.
Primary drivers
- AI spending keeps chipmakers buying Lam's manufacturing tools steadily
- Buying is heavier than usual and the recent average price is rising
- Lower interest rates and calmer US-China trade reduce pressure on the sector
- Investors favor equipment makers now, keeping attention and money flowing
How it played out
LRCX: target reached in 68 days
Lyra published LRCX at $164.51 on 2025-10-30 with a short-term thesis for 22% growth toward $200.37. The thesis pointed to spending on artificial intelligence keeping chipmakers buying Lam's tools, heavier buying than usual, a rising recent average price, lower rates, calmer US-China trade, and investor interest in equipment makers.
Inside the window, the stock reached the target in 68 days. It peaked at $243.99 on 2026-01-28, a 48.3% gain, and ended at $239.58. The peak was above the target, and the close also stayed above it. The thesis played out.
What happened during the window
On 2026-01-28, Lam reported fiscal second-quarter adjusted earnings of $1.27 a share on sales of $5.34 billion. The same report said Lam guided to $1.35 a share on $5.7 billion in sales for the current quarter.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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