LRCXIndustrial Machinery
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Get what investors say about LRCX next
5 investor calls on LRCX in the last 90 days (3 bullish, 2 bearish). Follow LRCX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what LRCX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about LRCX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Jack FarleyHost, Monetary Matters | Bullish | Monetary Matters | Lam Research's strong balance sheet and central role in semiconductor equipment make it a better-quality… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Lam Research is the picks-and-shovels play on semiconductor manufacturing—etching and lithography equipment… |
| 2026-10-22 | Cameron DawsonCIO, NewEdge Wealth | Bearish | Torsten Slok (newest) | Lam Research breaking below its 200-day moving average signals the semiconductor peak-earnings narrative is… |
| 2026-10-21 | Jack | Bullish | Monetary Matters | Sell-side estimates for Lam Research are sandbagged well below what the company's extraordinary demand… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Lam Research should be avoided while its daily price remains below the Ichimoku cloud. |
| 2025-09-24 | Unknown Committee Member | Bullish | CNBC Halftime Committee | Lam Research and KLA Corp are directly participating in AI infrastructure buildout alongside Nvidia and… |
Next report: 26 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | after the close | 2.20 vs 2.22 | -5.6% |
Notable options days
Sessions in the last 120 where LRCX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-21 | ||||||
| 2026-07-30 | ||||||
| 2026-06-16 |
LRCX on the Wheel
LRCX passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2022–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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