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.
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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