Track record · closed signal

Lam Research Corp (LRCX) — closed signal from March 16, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 14, 2026 — +66.8% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted
$219.87 Published $255.04 Target $366.81 Window close $373.82 Peak
$214.00 – $221.00Entry zone — fair-value band
$219.87Published — price the day we called it
$255.04Target — the price the thesis aimed for
$373.82Peak — highest point inside the window, not a realized return
$366.81Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 24 days.

At window close
+66.8%
realized, from the publication price to the last close inside the window
Peak gain
+70%
peak, from the publication price — not a realized return
S&P 500, same window
+11.2%
SPY over the identical days, dividend-adjusted
Window close
$366.81
last close inside the window, ended June 14, 2026
Peak price
$373.82
peak on June 12, 2026 — not a realized return
Days to target
24

The thesis — published March 16, 2026

Predicted growth
+16%
over the measurement window
Target price
$255.04
the price the thesis aimed for
Entry zone
$214.00 – $221.00
the fair-value band we waited for
Price at publication
$219.87
published March 16, 2026
Confidence
75%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Lam Research remains on the list because AI-related demand for chip factory equipment looks strong and the company gave a helpful near-term revenue guide. However, the stock faces bigger business cycle swings and geopolitical risk than the top names. The price recently moved back toward its short-term trend, so this is an early recovery setup-not a clearly proven uptrend for the next few months.

Primary drivers

  • AI demand is increasing orders for chipmaking equipment
  • Company guidance and analyst comments support the cycle
  • Price moved back toward a nearby trend, improving entry
  • Political and sector swings mean keep position sizes small

How it played out

LRCX: target reached in 24 days

Lyra published a short-term thesis at $219.87, with 16% expected growth and a $255.04 target. The thesis pointed to rising chipmaking equipment orders from artificial intelligence demand, supportive company guidance, analyst comments, and a price move back toward its nearby trend. It also flagged business cycle and geopolitical risk.

The target was reached in 24 days. The shares later peaked at $373.82 on June 12, a 70% gain, and ended the window at $366.81. Both the peak and ending price were above the $255.04 target. The published thesis played out, and the market result exceeded the stated expectation.

What happened during the window

On April 22, 2026, Lam Research reported March-quarter revenue of $5.84 billion and diluted earnings of $1.45 per share.

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

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