Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from November 19, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on February 17, 2026 — +58.7% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$144.52 – $148.51Entry zone — fair-value band

$148.41Published — price the day we called it

$174.83Target — the price the thesis aimed for

$251.87Peak — highest point inside the window, not a realized return

$235.58Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 33 days.

At window close

+58.7%

realized, from the publication price to the last close inside the window

Peak gain

+69.7%

peak, from the publication price — not a realized return

S&P 500, same window

+3.4%

SPY over the identical days, dividend-adjusted

Window close

$235.58

last close inside the window, ended February 17, 2026

Peak price

$251.87

peak on January 30, 2026 — not a realized return

Days to target

The thesis — published November 19, 2025

Predicted growth

+18%

over the measurement window

Target price

$174.83

the price the thesis aimed for

Entry zone

$144.52 – $148.51

the fair-value band we waited for

Price at publication

$148.41

published November 19, 2025

Confidence

71%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

The stock has fallen hard, but the longer-term story looks strong as chipmakers spend more to serve AI. Short-term signs show it is very beaten down while buying interest stays solid, and an outside rating scored its strength at 94%. With tech shares weak, this pullback could set up a steady recovery over the next few months, though export rules and the memory market could cause bumps.

Primary drivers

Price dropped a lot recently, yet underlying buying strength stays solid.
AI needs more chip tools, which should lift demand for Lam's equipment.
Independent ratings back the stock's strength and potential recovery.
Well-run industry leader with trusted products and long customer ties.

How it played out

LRCX: target reached in 33 days

Lyra published LRCX at $148.41 on 2025-11-19, with 18% expected growth and a $174.83 target. The thesis pointed to a hard recent drop, solid buying interest, demand from artificial intelligence chip tools, a 94% outside strength rating, and Lam's position as a well-run industry leader. It also named export rules and the memory market as possible bumps.

Inside the window, the stock reached the target in 33 days. It later peaked at $251.87 on 2026-01-30, a 69.7% gain. By 2026-02-17, it ended at $235.58. The thesis played out and went well past the target.

What happened during the window

On 2025-12-19, Investors.com reported that Oppenheimer reiterated an outperform rating on Lam Research and set a $200 price target. On 2026-01-28, Investors.com reported fiscal second-quarter adjusted earnings of $1.27 per share on $5.34 billion in sales, with guidance of $1.35 per share on $5.7 billion in sales for the current quarter.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

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.

See today’s picks All LRCX signals