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Stock rating · Special Industry Machinery, Nec
Lam Research Corp (LRCX) Stock Rating & Analysis
As of October 7, 2026, MELANY rates Lam Research Corp 69 out of 100 (Highest Conviction). Its highest factor score is catalyst setup at 100, and its lowest is valuation at 29.
MELANY ratingRated 2026-10-07LRCX · composite score
About Lam Research Corp
Lam Research is one of the world's largest semiconductor wafer fabrication equipment manufacturers, specializing in deposition and etch, which involve building up layers on a semiconductor and then selectively removing patterns from each layer. It holds the top market share in etch and the clear second share in deposition, and is more exposed to memory chipmakers for DRAM and NAND. Its top customers include the world's largest chipmakers, such as TSMC, Samsung, Intel, and Micron.
Rating as of 2026-10-07 · this is a dated snapshot; the live rating is in the app (Pro, free for 30 days). The price above updates in real time.
How LRCX's rating has moved
- 0Past week, since Sep 30: score held at 69.
- +4Past four weeks, since Sep 9: no longer flagged Runner!, now Highest Conviction, score rose 4 points to 69.
Weekly points: Sep 9: 65 · Sep 16: 65 · Sep 23: 67 · Sep 30: 69 · Oct 7: 69 (this page).
From MELANY's own dated rating record. A tier change is reported as a move between named tiers; the score carries the direction.
Why LRCX scores 69/100
LRCX's 8 factor scores run from 29 to 100, and 5 of them sit above its composite of 69. Here is how LRCX breaks down.
Whether the price looks cheap or expensive against earnings, growth, and peers.
- Forward P/E 27.4x, earnings growth accelerating
Margins, returns on capital, and balance-sheet strength.
- Gross margin 50%
- ROE 65%
Direction and relative strength of the recent share-price trend.
- Price +8.5% above 50-day MA
- 50-day MA above 200-day (golden cross zone)
History of beating or missing estimates, and where estimates are heading.
- Beat EPS estimates 4 of last 4 quarters
- Earnings in 15 days (strong beat history)
What Wall Street price targets and revisions are signalling.
Near-term events that could move the stock.
- Earnings in 15 days
Upside weighed against volatility and drawdown risk.
How the current rate and market regime suits this kind of company.
How LRCX compares
As of October 7, 2026, Lam Research Corp is tied for 6th of 20 in AI Chip and Semiconductor Infrastructure Stocks, where the average score is 67.
Also ranked in Memory and Storage Stocks, Technology Stocks. All stock rating pages.
Key risks for LRCX
- High beta 1.9, amplifies market drawdowns 1.8x+ in selloffs
- Performance partly driven by AI infrastructure (semis), rotation away from this theme would hurt
Sector and theme context
Lam Research Corp sits in the AI infrastructure (semis) theme, which MELANY currently rates 95/100 for strength. Theme strength feeds LRCX's momentum and catalyst factors above.
LRCX trade plan (Pro)
MELANY has a full position plan for Lam Research Corp: a smart entry zone, an alert level, position sizing, and quarterly review triggers. It is part of Market Eyes Pro, and the first 30 days are free.
How MELANY rates LRCX
MELANY is a rules-based engine that scores every stock from 0 to 100 across eight weighted factors, then re-scores as new price, earnings, and fundamental data arrive. Lam Research Corp's 69/100 reflects mature factor weighting for its profile. Position framework managed by score-based check-ins, not a fixed holding period.
Ratings are algorithmic and change with the data. They are research and education, not personalized investment advice.
Frequently asked questions about LRCX
Is Lam Research Corp (LRCX) a buy?
As of 2026-10-07, MELANY rated Lam Research Corp Highest Conviction with a composite score of 69/100. That is a dated snapshot, not the live rating, and it is an algorithmic reading built from eight factors rather than personalized investment advice. Review the factor breakdown above and the disclaimer below before making any decision.
What is Lam Research Corp's MELANY score?
Lam Research Corp (LRCX) has a MELANY composite score of 69/100, combining valuation, business quality, price momentum, earnings track record, analyst sentiment, catalyst setup, risk-adjusted profile, macro fit.
How is the LRCX stock rating calculated?
MELANY scores LRCX from 0 to 100 across eight weighted factors using live market and fundamental data, then refreshes the rating automatically as new data arrives.
Should I buy Lam Research Corp stock?
That decision is yours; Market Eyes Live does not give buy or sell advice. What the data says: MELANY rates Lam Research Corp (LRCX) Highest Conviction with a composite of 69/100 as of 2026-10-07. The factor breakdown above shows what is driving that, which is a better basis for a decision than any one-word verdict.
What is the LRCX stock price forecast?
MELANY does not publish price targets or forecasts for LRCX. Predicting a future price is exactly the kind of false precision the confidence framework avoids. Instead it scores today's setup, 69/100 across eight factors for Lam Research Corp, and re-scores automatically as new price, earnings, and fundamental data arrive.
Is LRCX stock overvalued or undervalued?
MELANY's valuation factor currently reads 29/100 for Lam Research Corp, where a higher score means the price looks more attractive on that measure. Scores in the 70s and above read as attractively priced, the mid range as roughly fair, and low scores as stretched. The factor breakdown above shows what drives LRCX's read.
What price should I buy LRCX at?
Rather than chasing the current price, MELANY computes a smart entry zone for LRCX: the price area where risk and reward actually favor a new position, plus an alert level and position sizing. The exact levels are part of Market Eyes Pro, which starts with a 30-day free trial.
What are the risks of buying LRCX stock?
The top risks MELANY currently flags for Lam Research Corp: High beta 1.9, amplifies market drawdowns 1.8x+ in selloffs; Performance partly driven by AI infrastructure (semis), rotation away from this theme would hurt. The rating on this page already weighs these against the bullish factors; see the risk-adjusted profile score in the breakdown above.
Is Lam Research Corp a good long-term investment?
For long-term durability the two factors that matter most are business quality, which MELANY scores 90/100 for Lam Research Corp, and earnings track record, at 78/100. The 69/100 composite blends those with six shorter-horizon factors. Durable quality at a fair price is the long-term case to test; this is research, not personalized investment advice.
Will LRCX stock go up?
Nobody can promise a stock's direction, and Market Eyes Live does not predict prices. The measurable part: MELANY's price momentum factor reads 78/100 for LRCX right now, and the catalyst setup factor tracks whether near-term events could move it. Both re-score automatically as the data changes.
How current is this LRCX rating?
The rating on this page is a snapshot of MELANY's read as of 2026-10-07. The price shown updates live, but the score is not recomputed on this page. MELANY re-scores LRCX continuously as new price, earnings, and fundamental data arrive, and the current rating is in the app (Pro, free for 30 days).
How this rating works
Market Eyes Live
Every rating graded in public, LRCX included
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