LRCX (LRCX)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

LRCX holds a neutral bucket as extreme valuation metrics and a far buyzone are balanced by a medium-confidence floor and zero red alerts.

  • PE at 54.6 is in the 100th percentile (expensive) and the PB percentile is also 100th, confirming the valuation verdict of expensive.
  • Current price of $289.24 sits 6.6% above the dividend-based floor, offering some downside reference but the floor confidence is only medium.
  • Buyzone is classified as 'far' with a 559% distance from the floor, while the implied volatility rank is high (74.7%), adding uncertainty to the outlook.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

$289.24 $43.89 engine floor
far above at floor

LRCX is far above the floor (~559.0% above) — adding here means paying a premium vs. your own threshold. Wait or take partial position only with a strong directional view. valuation expensive (100th percentile)

RULES & ALERTS FIRING

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VALUATION

Expensive
Trailing P/E
54.6
5-yr percentile: 100%
P/B
34.2
5-yr percentile: 100%
p10
7.0
p25
23.3
p50
31.6
p75
43.6
p90
48.7
Sufficient earnings data; P/E historical percentile directly measures overvaluation or undervaluation

Floor Engine

ideal USD 289.24 Confidence medium
discount-to-floor: 6.59×
DIVIDEND high
USD 43.89
Yield reverts to historical 95th-percentile (extreme yield level)
13y dividend history (≥10), dividend method reliable
VALUATION low
method skipped: insufficient PE history (15 months, need 60)
PE reverts to historical 5th-percentile (extreme undervaluation)
EPV high
USD 49.51
Zero-growth scenario + current cash/debt (Greenwald franchise value)
EPV GROWTH PREMIUM low
USD 148.53
EPV × franchise-value multiplier (compounder premium when ROIC > WACC)

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

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IMPLIED VOLATILITY

CURRENT IV 57.7% HV (30D) 55.0% IV RANK (1Y) 75 HIGH
IV vs HV · last 1 year

Earnings Reactions

LRCX
8 earnings events · last 2 years
Avg Gap%
-0.03%
Avg Day%
+1.25%
Up Hit Rate
50%
Next Earnings · est.
2026-07-29
in 77d
24-07
24-10
25-01
25-04
25-07
25-10
26-01
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-22 AMC 1.47 +7.9% -0.19% -2.63% -2.90%
2026-01-28 AMC 1.27 +8.7% +2.52% +3.59% -10.96%
2025-10-22 AMC 1.26 +3.3% -2.30% +4.45% +13.99%
2025-07-30 AMC 1.33 +10.4% -8.14% -4.29% +0.06%
2025-04-23 AMC 1.04 +4.1% +4.41% +6.25% +7.49%
2025-01-29 AMC 0.91 +3.5% +6.12% +7.43% +10.22%
2024-10-23 AMC 0.86 +6.5% +4.56% +5.09% +2.04%
2024-07-31 AMC 0.81 +7.3% -7.22% -9.87% -13.26%

Is LRCX (LRCX) overvalued right now?

LRCX (LRCX) is currently trading at a trailing P/E of 54.6, sitting at the 100th percentile of its 5-year valuation history. A high percentile suggests the market is pricing the stock above its own historical norm — useful context before sizing a new position or selling premium against it.

LRCX (LRCX) — what's the SELL PUT risk profile?

Selling cash-secured puts on LRCX (LRCX) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

LRCX (LRCX) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on LRCX (LRCX), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

LRCX (LRCX) — is now a good entry?

Entry timing on LRCX (LRCX) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does LRCX show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show LRCX's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's LRCX page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.