Track record · closed signal

Lam Research Corp (LRCX) — closed signal from March 27, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 25, 2026 — +85.4% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$212.00 – $220.00Entry zone — fair-value band

$216.74Published — price the day we called it

$249.25Target — the price the thesis aimed for

$409.75Peak — highest point inside the window, not a realized return

$401.82Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 13 days.

At window close

+85.4%

realized, from the publication price to the last close inside the window

Peak gain

+89.1%

peak, from the publication price — not a realized return

S&P 500, same window

+16.1%

SPY over the identical days, dividend-adjusted

Window close

$401.82

last close inside the window, ended June 25, 2026

Peak price

$409.75

peak on June 22, 2026 — not a realized return

Days to target

The thesis — published March 27, 2026

Predicted growth

+15%

over the measurement window

Target price

$249.25

the price the thesis aimed for

Entry zone

$212.00 – $220.00

the fair-value band we waited for

Price at publication

$216.74

published March 27, 2026

Confidence

73%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Lam looks like a reasonable pick to recover after a recent selloff. Its business is in good shape, the stock pulled back to a cheaper range, and some analysts framed the memory panic as a chance to buy selective equipment makers. Because Lam has steadier fundamentals than many peers, conditions favor a possible rebound in the next few months.

Primary drivers

Equipment demand for chip factories remains constructive
Analyst commentary treated the selloff as a tactical buying chance
Strong cash on the balance sheet gives financial flexibility
The recent pullback creates room for an early recovery

How it played out

LRCX: target reached in 13 days

Lyra published a short-term recovery thesis at $216.74, with 15% expected growth and a $249.25 target. The thesis pointed to constructive chip-factory equipment demand, supportive analyst commentary, financial flexibility from cash, and room for an early recovery after the pullback.

The stock reached the target in 13 days. It later rose to $409.75 on June 22, a peak gain of 89.1%, and closed the window at $401.82. The peak and ending price were both above the target. The thesis played out and exceeded its published expectation.

What happened during the window

On April 22, Lam reported March-quarter revenue of $5.84 billion and diluted earnings of $1.45 per share. On May 20, the company announced a panel-level packaging research center in Salzburg, Austria.

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.

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