Lam Research Corporation (LRCX) — closed signal from November 5, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 3, 2026 — +44.3% at the close.
Predicted vs. what happened
What happened
Reached its target in 61 days.
The thesis — published November 5, 2025
The stock's upward trend looks healthy, and the recent average price is climbing. AI servers and data centers are boosting demand. Shares have run up a lot this year, and a valuation check warned the price may be ahead of itself, yet both analysts still like adding on dips while the trend holds. In a mixed market, Lam's steady orders and service revenue could support a 3-month trade if pullbacks stay mild and buyers step in.
Primary drivers
- Uptrend intact and the recent average price continues to climb steadily
- Rising demand from AI servers and data centers is lifting sales
- A valuation check this week warned the stock might be priced too high
- Both analysts prefer adding shares on dips while the trend remains firm
How it played out
LRCX: target reached in 61 days
Lyra published LRCX at $159.48 on 2025-11-05 with 24% expected growth and a $197.43 target. The thesis pointed to an intact uptrend, a rising recent average price, demand from artificial intelligence servers and data centers, a valuation warning, and a preference for adding on dips while the trend held.
Inside the window, LRCX reached the target in 61 days. The stock peaked at $251.87 on 2026-01-30, with a 57.9% peak gain. It ended the window at $230.10 on 2026-02-03. The thesis played out, and the move went past the published target.
What happened during the window
On 2026-01-28, Lam Research reported fiscal second-quarter results. Investors.com reported adjusted earnings of $1.27 per share on revenue of $5.34 billion, above Wall Street estimates cited in the article. The same article said Lam 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.
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