Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from January 15, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on April 15, 2026 — +18.7% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$215.00 – $225.00Entry zone — fair-value band

$223.40Published — price the day we called it

$259.14Target — the price the thesis aimed for

$273.43Peak — highest point inside the window, not a realized return

$265.16Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 85 days.

At window close

+18.7%

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

Peak gain

+22.4%

peak, from the publication price — not a realized return

S&P 500, same window

+1.4%

SPY over the identical days, dividend-adjusted

Window close

$265.16

last close inside the window, ended April 15, 2026

Peak price

$273.43

peak on April 14, 2026 — not a realized return

Days to target

The thesis — published January 15, 2026

Predicted growth

+16%

over the measurement window

Target price

$259.14

the price the thesis aimed for

Entry zone

$215.00 – $225.00

the fair-value band we waited for

Price at publication

$223.40

published January 15, 2026

Confidence

76%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

TSMC said it will spend more in the coming years, and that news pushed companies that sell chip-making gear higher. Lam Research moved up quickly on that news. Fast, one-day jumps like this often come back a bit afterward, so it's safer to wait for a pullback and buy there instead of chasing the initial surge. Good for a short 0-3 month hold if the group keeps its strength, but expect ups and downs and size positions accordingly.

Primary drivers

Foundries planning bigger spending raises demand for etch and deposition machines
The whole equipment sector moved up after TSMC's outlook, helping Lam
When spending rises, profits can grow faster than sales in the short term
Buying after a dip lowers the chance of getting caught in a quick pullback

How it played out

LRCX: target reached in 85 days

On January 15, Lyra published a short-term LRCX thesis at $223.40. It expected 16% growth toward $259.14. The thesis pointed to higher planned foundry spending, stronger demand for etch and deposition machines, a sector move after TSMC's outlook, and the idea that waiting for a dip could reduce the risk of chasing a fast jump.

Inside the window, LRCX reached the target in 85 days. The stock peaked at $273.43 on April 14, above the target, with a 22.4% peak gain. It ended the window at $265.16 on April 15. The thesis played out.

What happened during the window

On January 28, 2026, Lam Research reported fiscal second-quarter adjusted earnings of $1.27 a share on sales of $5.34 billion, and guided to $1.35 a share on $5.7 billion for the current quarter.

Lam Research Stock Rises As Chip-Gear Firm Tops Targets

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