Lam Research Corporation (LRCX) — closed signal from November 12, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 10, 2026.
Predicted vs. what happened
What happened
Reached its target in 54 days.
The thesis — published November 12, 2025
Lam Research looks very beaten down, yet its recent average price is edging up and investor mood stays strong. The stock gained 115 percent over the past year, but a broad drop in AI and chip names has pulled it back, creating a short-term entry chance. A bounce toward more typical price levels is possible once the slide eases. Key risks are limits on sales to certain countries and customers delaying orders.
Primary drivers
- Shares look very beaten down while the recent trend is gently improving
- Ongoing AI spending should lift demand for Lam's chip tools over coming years
- The recent drop across chip stocks may offer a better entry point now
- Risks: limits on overseas sales and customers delaying or shifting orders
How it played out
LRCX: target reached in 54 days
Lyra published LRCX at 159.76 on 2025-11-12 with a short-term thesis for 23% growth. The thesis pointed to a beaten-down setup, a gently improving recent trend, ongoing artificial intelligence spending for chip tools, and a broader chip-stock drop that could create a better entry point. It also named limits on overseas sales and delayed or shifted customer orders as risks.
Inside the window, the stock reached the 196.18 target in 54 days. It later peaked at 251.87 on 2026-01-30, a 57.7% gain. By 2026-02-10, it ended at 226.61. The thesis played out.
What happened during the window
On 2026-01-28, Investors.com reported that Lam Research beat fiscal second-quarter targets, with adjusted earnings of 1.27 per share on revenue of 5.34 billion. The same report said Lam guided for 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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