Lam Research Corporation (LRCX) — closed signal from November 22, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 20, 2026.
Predicted vs. what happened
What happened
Reached its target in 18 days.
The thesis — published November 22, 2025
Lam Research is a top equipment maker for chip factories. Right now its price is unusually low compared to recent levels, but lots of buying interest and strong sentiment suggest this dip may be temporary. With no bad news, analysts view this as a short-term, about three month, rebound trade toward prior price levels.
Primary drivers
- Makes essential tools for advanced chip factories.
- Ranks highly on combined momentum and quality scores.
- Price looks unusually low but investor interest and volume are strong.
- Earnings are okay and customer mix reduces cycle risk.
How it played out
LRCX: target reached in 18 days
Lyra published LRCX on 2025-11-22 at $142.42 as a short-term rebound trade. The thesis expected 19% growth toward $169.20. It pointed to Lam Research's role in advanced chip factory tools, high momentum and quality scores, a price that looked unusually low, strong investor interest and volume, okay earnings, and a customer mix that reduced cycle risk.
Inside the window, the stock reached the target in 18 days. It later peaked at $251.87 on 2026-01-30, with a 76.9% peak gain. It ended the window at $244.92. The published thesis played out, and the move went well past the target.
What happened during the window
On 2026-01-28, 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 sales for the quarter ending March 29.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.