Track record · closed signal

Lam Research Corp (LRCX) — closed signal from May 5, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 3, 2026.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted
$272.00 Published $312.80 Target $294.61 Window close $438.50 Peak
$255.00 – $272.00Entry zone — fair-value band
$272.00Published — price the day we called it
$312.80Target — the price the thesis aimed for
$438.50Peak — highest point inside the window, not a realized return
$294.61Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 21 days.

Peak price
$438.50
peak on June 30, 2026 — not a realized return
Peak gain
+61.2%
peak, from the publication price
Window close
$294.61
end-of-window price, context only
Days to target
21
Window
May 5, 2026 – August 3, 2026

The thesis — published May 5, 2026

Predicted growth
+15%
over the measurement window
Target price
$312.80
the price the thesis aimed for
Entry zone
$255.00 – $272.00
the fair-value band we waited for
Price at publication
$272.00
published May 5, 2026
Confidence
74%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Lam Research benefits from strong demand for equipment tied to AI-related chip production. Recent quarterly results beat expectations and the company has healthy profit margins and cash on the balance sheet. However, the share price has run up and short-term buying strength has eased, so the setup looks better after a period of price consolidation.

Primary drivers

  • Demand from AI chip production remains a tailwind for equipment sales
  • Quarterly results were stronger than expected, supporting the story
  • A healthy cash position helps the company weather volatility
  • A measured pullback would reduce risk from the current run-up

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

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