Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from January 18, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on April 18, 2026.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted
$222.96 Published $272.01 Target $267.60 Window close $273.43 Peak
$210.00 – $223.00Entry zone — fair-value band
$222.96Published — price the day we called it
$272.01Target — the price the thesis aimed for
$273.43Peak — highest point inside the window, not a realized return
$267.60Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 86 days.

Peak price
$273.43
peak on April 14, 2026 — not a realized return
Peak gain
+22.6%
peak, from the publication price
Window close
$267.60
end-of-window price, context only
Days to target
86
Window
January 18, 2026 – April 18, 2026

The thesis — published January 18, 2026

Predicted growth
+22%
over the measurement window
Target price
$272.01
the price the thesis aimed for
Entry zone
$210.00 – $223.00
the fair-value band we waited for
Price at publication
$222.96
published January 18, 2026
Confidence
80%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Lam Research makes machines that chip makers need. Right now, investment in AI-related chips and memory is keeping demand high, and recent positive analyst notes reinforce that outlook. The main risk is rising bond yields and uncertain policy, which can quickly cut investor enthusiasm after big gains. This setup favors buying on dips rather than chasing big jumps.

Primary drivers

  • More AI and memory chip spending increases demand for Lam's equipment
  • Analysts are talking positively about the company and its outlook
  • Planned semiconductor spending can keep the stock moving higher short term
  • Interest rates and policy news can make the stock swing, so buy dips

How it played out

LRCX: target reached in 86 days

Lyra published LRCX at $222.96 on 2026-01-18 with an expected 22% short-term rise. The thesis pointed to demand for Lam's chipmaking equipment from artificial intelligence and memory spending, positive analyst notes, planned semiconductor spending, and the risk that rates or policy news could make the stock swing.

Inside the window, the stock reached the $272.01 target. It peaked at $273.43 on 2026-04-14, with a 22.6% gain, and reached the target in 86 days. It ended at $267.60. The thesis played out.

What happened during the window

On 2026-01-28, Lam Research reported fiscal second-quarter adjusted earnings of $1.27 a share on sales of $5.34 billion. It also guided to $1.35 a share on sales of $5.7 billion for the fiscal third quarter.

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

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