Lam Research Corporation (LRCX) — closed signal from November 3, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 1, 2026.
Predicted vs. what happened
What happened
Reached its target in 63 days.
The thesis — published November 3, 2025
Lam builds tools that chip makers need. Demand tied to AI is lifting orders, and the company reported 27.5% sales growth. The stock has run, so the price looks rich on some fair value checks. Plan: buy small on dips, keep position sizes modest, and add only if the next up move comes with lots more people buying than usual. Keep an eye on order timing and on any drop in what investors pay for earnings.
Primary drivers
- AI boom is lifting demand for Lam's chip-making tools and services
- Sales grew 27.5%, showing customers are spending more with Lam
- After a strong run, upbeat investor mood may keep interest high
- Some models say shares look pricey, so pullbacks or pauses may happen
How it played out
LRCX: target reached in 63 days
Lyra published LRCX at $160.12 on 2025-11-03 with a 20% expected gain and a $191.83 target. The thesis pointed to demand tied to artificial intelligence, 27.5% sales growth, upbeat investor mood after a strong run, and valuation risk that could bring pullbacks or pauses.
Inside the window, the stock reached the target in 63 days. It kept going and peaked at $251.87 on 2026-01-30, a 57.3% gain. It ended the window at $233.46, still above the target. The thesis played out.
What happened during the window
On Jan. 28, 2026, Lam Research reported adjusted earnings of $1.27 per share on sales of $5.34 billion for the quarter ended Dec. 28. It also guided to $1.35 per share on $5.7 billion in revenue for the quarter ending March 29.
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.