Lam Research Corporation (LRCX) — closed signal from December 22, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 22, 2026.
Predicted vs. what happened
What happened
Reached its target in 14 days.
The thesis — published December 22, 2025
Lam Research has been rising fast and just hit new yearly highs, which can draw buyers but also cause people to sell to lock profits. The overall trend still looks positive, but the run-up makes the stock riskier now. Waiting for a small drop and clearer follow-through with stronger trading volume helps avoid buying right before a pullback.
Primary drivers
- Industry momentum from recent 52-week high attention
- Positive price structure suggests continuation potential
- AI-related capital spending should lift equipment demand
- Buying on pullbacks avoids chasing an overstretched move
How it played out
LRCX: target reached in 14 days
Lyra published LRCX at 172.70 on 2025-12-22 with expected growth of 14%. The target was 196.88. The thesis pointed to recent 52-week high attention, positive price structure, artificial intelligence-related capital spending, and a preference for buying pullbacks instead of chasing an overstretched move.
Inside the window, LRCX reached the target in 14 days. It later peaked at 256.68 on 2026-02-25, with a peak gain of 48.6%. By 2026-03-22, it ended at 228.36, still above the target. The published thesis played out.
What happened during the window
On 2026-01-28, Investor's Business Daily reported that Lam Research beat fiscal second-quarter expectations and guided above views for the quarter ending March 29.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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.