Lam Research Corporation (LRCX) — closed signal from January 29, 2026
Near target Published before the outcome was known, scored automatically when the window closed on April 29, 2026 — +0.3% at the close.
Predicted vs. what happened
What happened
Came within reach: 80% of the predicted growth at its peak, just short of the target.
The thesis — published January 29, 2026
Lam is a company that makes tools for making chips. Recent news about big ASML orders and positive analyst notes suggests chipmakers will keep buying through 2026. The stock ran up a lot, so the safer way in is to wait for a pullback into support. Main dangers are a quick sector selloff, lower spending plans, and volatile headlines.
Primary drivers
- Big ASML orders suggest more demand for fabrication tools
- AI-related chip building should keep tool orders steady
- Buying after a dip gives a better balance of gain versus risk
- Chip stocks move fast, so sentiment can quickly boost LRCX
How it played out
LRCX: target stayed out of reach
Lyra published LRCX at $248.05 on 2026-01-29 with a short-term thesis for 14% expected growth. The thesis pointed to big ASML orders, chipmakers continuing to buy fabrication tools through 2026, artificial intelligence chip building, a pullback into support, and fast-moving sentiment in chip stocks.
Inside the window, LRCX rose to $275.84 on 2026-04-24, a peak gain of 11.2%. That stayed below the $282.77 target. The stock ended the window at $248.75 on 2026-04-29. The thesis partially played out, but the target was not reached.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
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.