Same industry

LRCX against four same-industry peers, a year at 100

100150200250300350Nov ’25FebMayAugNov ’26ACMR+26.4%ACLS+5.0%VECO+9.3%CRCT+93.9%LRCX+16.2%

LRCX +16.2%. Cricut +93.9%, ACM Research +26.4%, Veeco Instruments +9.3%, Axcelis Technologies +5.0%. Weekly closes, Nov 7, 2025 = 100, log scale.

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End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in LRCX’s SEC industry (Special Industry Machinery, Nec) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

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