Lam Research Corporation (LRCX) — closed signal from February 13, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on May 14, 2026.
Predicted vs. what happened
What happened
Reached its target in 82 days.
The thesis — published February 13, 2026
Demand for the machines that make chips looks stronger after a big peer said customers are buying more for AI projects and memory is tight. Lam is well placed to get orders in that spending wave, which can push the stock higher for several weeks. This is a momentum-style trade; start on modest pullbacks and watch for fast shifts away from AI.
Primary drivers
- Spending on chip factories for AI increases visible orders
- Positive news from peers lifts the whole equipment group
- Large, liquid stock catches money moving into the sector quickly
- Buying on pullbacks lowers chance of buying at a peak
How it played out
LRCX: target reached in 82 days
Lyra published LRCX at $238.95 on February 13, 2026, with an expected gain of 18%. The thesis pointed to stronger demand for chipmaking machines tied to artificial intelligence projects, tight memory supply, positive peer news, fast money moving into a large liquid stock, and buying on pullbacks.
Inside the window, the stock reached the $281.96 target in 82 days. It peaked at $302 on May 14, 2026, for a 26.4% gain, and ended at $299.15. The published thesis played out. The move reached the target and held above it at the close.
What happened during the window
On April 22, 2026, Lam Research reported fiscal third-quarter results, including adjusted earnings of $1.47 a share and sales of $5.84 billion. On May 5, 2026, IBD reported that LRCX hit a record intraday high of $279.99 and closed at $275.80 after that earnings report.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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