Geopolitics Alpha

Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research

Published . Updated .

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Walt Disney Co. (Symbol: DIS) has taken over the #41 spot from Lam Research Corp (Symbol: LRCX), according to ETF Channel. Below is a chart of Walt Disney Co. versus

Directly affected

  • DIS Walt Disney

    Named in this report.

  • LRCX Lam Research

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

  • TSPA T. Rowe Price US Equity Research ETF

    GA selected TSPA as a RELATED security because its canonical security name directly matches this event's themes: research. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
DIS———————
LRCX———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
SMH———————
SOXX———————
QQQ———————
TSPA———————

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Walt Disney Co. (Symbol: DIS) has taken over the #41 spot from Lam Research Corp (Symbol: LRCX), according to ETF Channel. Below i…

Source: Nasdaq Markets

Lam Research (LRCX) since this story, compared with the market

Since the first closing price after “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research,” Lam Research (LRCX) is -18.51%. The S&P 500 fund (SPY) is -1.60% over the same days, a -16.90% difference versus the market.

LRCX
SPY

Disclosure records for Lam Research (LRCX) within two months of 5 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Lam Research (LRCX)

Companies carried with this story

  • LRCX Lam Research

    In “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research,” Lam Research (LRCX) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names LAM RESEARCH CORP in the headline; GA resolved that company to LRCX

  • DIS Walt Disney

    Walt Disney (DIS) is linked, with no stored direction, medium confidence in the 5 Oct 2026 story “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research.” Reason on file: GA selected DIS as a RELATED security because its canonical security name directly matches this event's themes: disney, walt. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSPA T. Rowe Price US Equity Research ETF

    T. Rowe Price US Equity Research ETF (TSPA) is linked, with no stored direction, medium confidence in the 5 Oct 2026 story “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research.” Reason on file: GA selected TSPA as a RELATED security because its canonical security name directly matches this event's themes: research. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • UPGD Invesco Bloomberg Analyst Rating Etf

    For “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research,” Invesco Bloomberg Analyst Rating Etf (UPGD) is linked, with no stored direction, medium confidence. Reason on file: GA selected UPGD as a RELATED security because its canonical security name directly matches this event's themes: analyst. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NDAA Ned Davis Research 360 Dynamic Allocation Etf

    In “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research,” Ned Davis Research 360 Dynamic Allocation Etf (NDAA) is linked, with no stored direction, medium confidence. Reason on file: GA selected NDAA as a RELATED security because its canonical security name directly matches this event's themes: research. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Lam Research (LRCX)

On 5 Oct 2026, “Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research” is the story that connects Lam Research (LRCX) to this story.

Lam Research (LRCX) is on the page because The reported development directly names LAM RESEARCH CORP in the headline; GA resolved that company to LRCX

Walt Disney (DIS) is here too. Its reason reads: GA selected DIS as a RELATED security because its canonical security name directly matches this event's themes: disney, walt. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Lam Research (LRCX)

DIS traded between 101.14 and 112.69 across 20 sessions. The latest close on file is 109.52. LRCX traded between 263.33 and 352.46 across 20 sessions. The latest close on file is 272.05. TSPA traded between 47.99 and 49.52 across 20 sessions. The latest close on file is 48.33.

A simple score for Lam Research (LRCX)

40 out of 100

“Walt Disney Achieves #41 Analyst Rank, Surpassing Lam Research” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.