Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from January 26, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on April 26, 2026.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$212.00 – $222.00Entry zone — fair-value band

$220.39Published — price the day we called it

$260.06Target — the price the thesis aimed for

$275.84Peak — highest point inside the window, not a realized return

$267.78Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 74 days.

Peak price

$275.84

peak on April 24, 2026 — not a realized return

Peak gain

+25.2%

peak, from the publication price

Window close

$267.78

end-of-window price, context only

Days to target

Window

January 26, 2026 – April 26, 2026

The thesis — published January 26, 2026

Predicted growth

+18%

over the measurement window

Target price

$260.06

the price the thesis aimed for

Entry zone

$212.00 – $222.00

the fair-value band we waited for

Price at publication

$220.39

published January 26, 2026

Confidence

84%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Lam looks like a short-term rebound idea: selling has slowed and the stock is trying to form a base. Big news this week-ASML results and the Fed-can quickly change expectations for equipment demand. Tariff talk makes swings likely, so the safer move is to buy small, on pullbacks, rather than chase big runs before earnings.

Primary drivers

ASML news and the Fed can shift equipment spending views
Stock has been oversold but is a liquid leader likely to bounce
Tariff talk can cause short-term big swings in price
Megacap tech results could quickly improve investor risk appetite

How it played out

LRCX: target reached in 74 days

Lyra published LRCX at 220.39 on 2026-01-26 as a short-term rebound idea with 18% expected growth. The thesis said selling had slowed and the stock was trying to form a base. It pointed to ASML news, the Fed, tariff talk, and megacap tech results as factors that could quickly change equipment-spending views and investor risk appetite.

Inside the window, the stock reached the 260.06 target in 74 days. It later peaked at 275.84 on 2026-04-24, a 25.2% gain, and ended at 267.78. The published thesis played out. The stock did not just touch the target, it stayed above it at the end.

What happened during the window

On 2026-01-29, Barron's reported that Lam Research had topped quarterly earnings estimates and issued guidance above Wall Street expectations. On 2026-04-22, Investor's Business Daily reported that Lam Research beat fiscal third-quarter expectations and gave an above-consensus outlook.

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