Lam Research (LRCX) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

LRCX's Committee agreement moved from 85.70% to 71.40% (-14.30pp, 1 day(s) apart).

85.70 → 71.40 (-14.3)

2026-08-01 MINOR
▲ Score Change

LRCX's Committee score moved from 57.22 to 58.69 (+1.47, 1 day(s) apart).

57.22 → 58.69 (+1.5)

2026-08-01 MATERIAL
— Conviction Change

LRCX's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-31 MAJOR
▲ Agreement Shift

LRCX's Committee agreement moved from 42.90% to 85.70% (+42.80pp, 1 day(s) apart).

42.90 → 85.70 (+42.8)

2026-07-31 MINOR
▼ Score Change

LRCX's Committee score moved from 57.48 to 57.22 (-0.26, 1 day(s) apart).

57.48 → 57.22 (-0.3)

2026-07-31 MAJOR
— Conviction Change

LRCX's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MINOR
▲ Score Change

LRCX's Committee score moved from 54.36 to 57.48 (+3.12, 1 day(s) apart).

54.36 → 57.48 (+3.1)

2026-07-28 MINOR
▼ Score Change

LRCX's Committee score moved from 57.52 to 54.36 (-3.16, 1 day(s) apart).

57.52 → 54.36 (-3.2)

2026-07-24 MATERIAL
▼ Agreement Shift

LRCX's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▼ Score Change

LRCX's Committee score moved from 59.83 to 56.09 (-3.74, 1 day(s) apart).

59.83 → 56.09 (-3.7)

2026-07-19 MINOR
▲ Score Change

LRCX's Committee score moved from 55.48 to 55.79 (+0.31, 1 day(s) apart).

55.48 → 55.79 (+0.3)

2026-07-18 MATERIAL
▲ Agreement Shift

LRCX's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-18 MINOR
▼ Score Change

LRCX's Committee score moved from 57.52 to 55.48 (-2.04, 1 day(s) apart).

57.52 → 55.48 (-2.0)

2026-07-17 MINOR
▼ Score Change

LRCX's Committee score moved from 57.83 to 57.52 (-0.31, 1 day(s) apart).

57.83 → 57.52 (-0.3)

2026-07-16 MINOR
▲ Score Change

LRCX's Committee score moved from 57.52 to 57.83 (+0.31, 1 day(s) apart).

57.52 → 57.83 (+0.3)

2026-07-15 MINOR
▼ Agreement Shift

LRCX's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-15 MINOR
▼ Score Change

LRCX's Committee score moved from 58.77 to 57.52 (-1.25, 1 day(s) apart).

58.77 → 57.52 (-1.2)

2026-07-14 MINOR
▲ Agreement Shift

LRCX's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-14 MINOR
▼ Score Change

LRCX's Committee score moved from 60.07 to 58.77 (-1.30, 1 day(s) apart).

60.07 → 58.77 (-1.3)

2026-07-14 MAJOR
— Rating Change

LRCX moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▲ Score Change

LRCX's Committee score moved from 59.76 to 60.07 (+0.31, 1 day(s) apart).

59.76 → 60.07 (+0.3)

2026-07-13 MAJOR
— Rating Change

LRCX moved from Watch to Buy (1 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →