Quote
273.49
-24.73 (-8.29%)
We have scored 100 news catalysts on LRCX (LRCX) over the past 12 months. Coverage across the window leans positive (average ticker sentiment +0.47). Most of the impact sits in sector technology and forward growth expectations.
Market cap
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P/E
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EPS
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Beta
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52W range
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Day range
273.24–280.20
Open
274.83
Prev close
298.22
Volume
13.1M
Avg volume
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Dividend
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IPO
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No scored news tagged LRCX or its network in the window yet.
Show more LRCX articles →Analysts publish price targets on LRCX, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
21 analyst price targets from $320 to $575
as of 2026-09-04
The market is 27% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about LRCX — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of LRCX, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for LRCX: .
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The price sits at the very bottom of 21 published models, 27% below the median target of $400, meaning the market has fully absorbed the current record results but explicitly refuses to pay for the sustained growth the bulls project.
What the disagreement turns on
Can Lam Research sustain a 23% revenue CAGR over the next decade to justify its 50 times earnings valuation, or will the AI equipment cycle peak and revert to historical growth rates — a question that wired unit volume data can help answer by tracking whether sequential growth decelerates.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $293 on 2026-09-04 — the quote has since moved -7%, so read this as a record of what was priced in then, not now.
