Lam Research Corporation (LRCX) — closed signal from December 16, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 16, 2026.
Predicted vs. what happened
What happened
Reached its target in 17 days.
The thesis — published December 16, 2025
Lam looks likely to move higher in the next few months because big brokerages boosted expectations and named it a top chip pick. The trade is attractive when prices dip, since more people are buying than usual, but swings can be large so enter in stages and protect quickly if buying interest fades.
Primary drivers
- Broker upgrades and public praise from big firms (Dec 15/16)
- Growing sales from AI-related factory equipment demand
- Recent buying momentum supports a continued move higher
- High volatility means buy in steps and use tight risk limits
How it played out
LRCX: target reached in 17 days
Lyra published LRCX at 165.36 on 2025-12-16 with a short-term thesis for 12% growth. The thesis pointed to broker upgrades and public praise from big firms, growing sales from artificial-intelligence-related factory equipment demand, recent buying momentum, and high volatility that called for staged entries and tight risk limits.
Inside the window, the stock reached the 185.20 target in 17 days. It later peaked at 256.68 on 2026-02-25, with a peak gain of 55.2%. By 2026-03-16, it ended at 219.40. The published thesis played out. It got there, then went well past it.
What happened during the window
On Jan. 28, 2026, Lam Research reported adjusted earnings of 1.27 per share on sales of 5.34 billion for the quarter ended Dec. 28. On March 11, 2026, Tom's Hardware reported that IBM and Lam Research announced a five-year collaboration on High NA EUV dry resist work for advanced chip scaling.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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