LRCX
Lam Research Corporation NASDAQ Listed May 4, 1984$389.04
+3.97%
vs $374.18
Mkt Cap $501.9B
52w Low $90.49
100.0% of range
52w High $389.04
50d MA $298.16
200d MA $210.07
P/E (TTM)
93.7x
EV/EBITDA
78.7x
P/B
50.7x
Debt/Equity
0.5x
ROE
55.3%
P/FCF
92.7x
RSI (14)
67.40
ATR (14)
$20.70
Beta
1.79
50d MA
$298.16
200d MA
$210.07
Avg Volume
10.4M
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
4650 Cushing Parkway · Fremont, CA 94538 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 22, 2026 | AMC | 1.36 | 1.47 | +8.1% | 265.55 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% | — |
| Jan 28, 2026 | AMC | 1.17 | 1.27 | +8.5% | 239.58 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% | — |
| Oct 22, 2025 | AMC | 1.22 | 1.26 | +3.3% | 141.25 | -2.3% | +4.5% | +2.8% | +3.4% | -0.8% | +3.2% | — |
| Jul 30, 2025 | AMC | 1.21 | 1.33 | +9.9% | 99.09 | -8.1% | -4.3% | +1.6% | +2.1% | -1.8% | -0.8% | — |
| Apr 23, 2025 | AMC | 1.00 | 1.04 | +4.0% | 66.73 | +4.4% | +6.2% | +0.7% | +0.2% | -0.9% | +1.1% | — |
| Jan 29, 2025 | AMC | 0.88 | 0.91 | +3.6% | 75.15 | +6.1% | +7.4% | +0.4% | -1.1% | -0.3% | +2.5% | — |
| Oct 23, 2024 | AMC | 0.81 | 0.86 | +6.2% | 72.86 | +4.6% | +5.1% | +1.4% | -2.9% | +3.8% | -2.4% | — |
| Jul 31, 2024 | AMC | 0.76 | 0.81 | +6.9% | 92.12 | -7.2% | -9.9% | -8.1% | +1.0% | -0.0% | -2.9% | — |
| Apr 24, 2024 | AMC | 7.30 | 0.78 | -89.3% | 88.49 | +2.8% | +1.9% | +2.7% | +0.4% | -3.7% | -2.9% | — |
| Jan 24, 2024 | AMC | 0.71 | 0.75 | +5.6% | 84.82 | +3.4% | +2.1% | -3.1% | +0.8% | -1.2% | -1.3% | — |
| Oct 18, 2023 | AMC | 0.61 | 0.69 | +13.1% | 64.22 | -2.4% | -6.3% | -0.3% | -0.1% | +0.7% | -3.4% | — |
| Jul 26, 2023 | AMC | 0.50 | 0.60 | +20.0% | 64.24 | +5.1% | +9.3% | +2.8% | -0.4% | -0.4% | -4.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 18 | Morgan Stanley | Upgrade | Equal-Weight → Overweight | $331 | $284.72 | $292.74 | +2.8% | -2.4% | -1.6% | +6.8% | +3.5% | +1.0% |
| May 5 | Seaport Research Partners | Initiates | Buy | $300 | $258.57 | $266.64 | +3.1% | +6.7% | +7.7% | -3.6% | +2.6% | +0.7% |
| Apr 23 | Wells Fargo | Maintains | Overweight → Overweight | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Cantor Fitzgerald | Maintains | Overweight → Overweight | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Stifel | Maintains | Buy → Buy | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Citigroup | Maintains | Buy → Buy | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | BofA Securities | Maintains | Buy → Buy | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Needham | Maintains | Buy → Buy | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Evercore ISI | Maintains | Outperform → Outperform | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | TD Cowen | Maintains | Buy → Buy | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | Barclays | Maintains | Equal Weight → Equal Weight | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | JP Morgan | Maintains | Overweight → Overweight | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 23 | RBC Capital | Maintains | Outperform → Outperform | — | $265.55 | $265.05 | -0.2% | -2.6% | +3.6% | -3.1% | -3.2% | -1.0% |
| Apr 9 | Susquehanna | Maintains | Positive → Positive | — | $246.49 | $248.33 | +0.7% | +5.0% | +1.9% | +1.4% | +1.9% | -2.7% |
| Apr 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $218.44 | $220.13 | +0.8% | +1.0% | +1.7% | +9.9% | +5.0% | +1.9% |
| Mar 10 | Barclays | Maintains | Equal Weight → Equal Weight | — | $211.15 | $211.00 | -0.1% | +1.9% | +1.7% | -4.3% | +1.3% | +3.4% |
| Feb 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $244.25 | $249.89 | +2.3% | +2.1% | -4.2% | -2.2% | -1.2% | -5.9% |
| Jan 29 | Susquehanna | Maintains | Positive → Positive | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Evercore ISI | Maintains | Outperform → Outperform | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Citigroup | Maintains | Buy → Buy | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | RBC Capital | Maintains | Outperform → Outperform | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | JP Morgan | Maintains | Overweight → Overweight | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Goldman Sachs | Maintains | Buy → Buy | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Wells Fargo | Maintains | Overweight → Overweight | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Needham | Maintains | Buy → Buy | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Stifel | Maintains | Buy → Buy | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | Cantor Fitzgerald | Maintains | Overweight → Overweight | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 29 | UBS | Maintains | Buy → Buy | — | $239.58 | $245.61 | +2.5% | +3.6% | -5.9% | +1.7% | -3.1% | -8.8% |
| Jan 22 | Citigroup | Maintains | Buy → Buy | — | $228.39 | $235.56 | +3.1% | -3.4% | -1.3% | +2.3% | +7.0% | +0.5% |
| Jan 21 | Deutsche Bank | Maintains | Buy → Buy | — | $222.41 | $223.05 | +0.3% | +2.7% | -3.4% | -1.3% | +2.3% | +7.0% |
| Jan 20 | UBS | Maintains | Buy → Buy | — | $222.96 | $218.21 | -2.1% | -0.2% | +2.7% | -3.4% | -1.3% | +2.3% |
| Jan 20 | Needham | Maintains | Buy → Buy | — | $222.96 | $218.21 | -2.1% | -0.2% | +2.7% | -3.4% | -1.3% | +2.3% |
| Jan 15 | Wells Fargo | Upgrade | Equal Weight → Overweight | — | $208.79 | $228.15 | +9.3% | +4.2% | +2.5% | -0.2% | +2.7% | -3.4% |
| Jan 14 | Stifel | Maintains | Buy → Buy | — | $214.38 | $211.13 | -1.5% | -2.6% | +4.2% | +2.5% | -0.2% | +2.7% |
| Jan 13 | BofA Securities | Maintains | Buy → Buy | — | $220.40 | $219.42 | -0.4% | -2.7% | -2.6% | +4.2% | +2.5% | -0.2% |
| Jan 12 | Bernstein | Maintains | Outperform → Outperform | — | $218.36 | $216.12 | -1.0% | +0.9% | -2.7% | -2.6% | +4.2% | +2.5% |
| Jan 9 | Mizuho | Maintains | Outperform → Outperform | — | $200.96 | $204.66 | +1.8% | +8.7% | +0.9% | -2.7% | -2.6% | +4.2% |
| Jan 8 | Cantor Fitzgerald | Maintains | Overweight → Overweight | — | $203.08 | $202.87 | -0.1% | -1.0% | +8.7% | +0.9% | -2.7% | -2.6% |
| Dec 23 | UBS | Maintains | Buy → Buy | — | $175.26 | $175.26 | +0.0% | -0.1% | +1.2% | +0.4% | -1.2% | -1.2% |
| Dec 18 | B. Riley Securities | Maintains | Buy → Buy | — | $154.98 | $163.19 | +5.3% | +6.3% | +4.6% | +1.7% | -0.1% | +1.2% |
| Dec 17 | Mizuho | Maintains | Outperform → Outperform | — | $163.26 | $163.86 | +0.4% | -5.1% | +6.3% | +4.6% | +1.7% | -0.1% |
| Dec 15 | Jefferies | Maintains | Buy → Buy | — | $160.52 | $163.40 | +1.8% | +2.4% | -0.6% | -5.1% | +6.3% | +4.6% |
| Dec 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $154.79 | $155.85 | +0.7% | +2.2% | +1.0% | -1.7% | +1.0% | +2.5% |
| Nov 25 | UBS | Maintains | Buy → Buy | — | $150.38 | $149.54 | -0.6% | +1.0% | +2.1% | +0.6% | -0.8% | +2.2% |
| Nov 12 | Citigroup | Maintains | Buy → Buy | — | $159.18 | $161.31 | +1.3% | +1.4% | -5.0% | -3.3% | -0.5% | -2.9% |
| Oct 23 | Citigroup | Maintains | Buy → Buy | — | $141.25 | $138.00 | -2.3% | +4.5% | +2.8% | +3.4% | -0.8% | +3.2% |
| Oct 23 | Needham | Maintains | Buy → Buy | — | $141.25 | $138.00 | -2.3% | +4.5% | +2.8% | +3.4% | -0.8% | +3.2% |
| Oct 23 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $141.25 | $138.00 | -2.3% | +4.5% | +2.8% | +3.4% | -0.8% | +3.2% |
| Oct 23 | JP Morgan | Maintains | Overweight → Overweight | — | $141.25 | $138.00 | -2.3% | +4.5% | +2.8% | +3.4% | -0.8% | +3.2% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 1,600 | $373.09 | $597K | 144,705 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 7,700 | $372.23 | $2.9M | 146,305 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 8,233 | $371.17 | $3.1M | 154,005 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 5,037 | $370.27 | $1.9M | 162,238 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 4,198 | $369.16 | $1.5M | 167,275 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 4,030 | $368.03 | $1.5M | 171,473 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 5,803 | $367.01 | $2.1M | 175,503 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 1,200 | $365.16 | $438K | 181,306 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 2,300 | $364.41 | $838K | 182,506 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 2,345 | $363.33 | $852K | 184,806 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 2,708 | $362.40 | $981K | 187,151 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 819 | $361.21 | $296K | 189,859 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 1,906 | $360.15 | $686K | 190,678 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 3,828 | $359.08 | $1.4M | 192,584 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 1,100 | $357.98 | $394K | 196,412 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 1,393 | $357.24 | $498K | 197,512 | -5.03% | — |
| Jun 12, 2026 | BRANDT ERICDir | — | Sell | 300 | $355.71 | $107K | 198,905 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 642 | $364.00 | $234K | 199,205 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 5,717 | $362.95 | $2.1M | 199,847 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 2,604 | $362.20 | $943K | 205,564 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,756 | $361.05 | $634K | 208,168 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 664 | $360.24 | $239K | 209,924 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 780 | $359.24 | $280K | 210,588 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,880 | $358.22 | $673K | 211,368 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,455 | $357.06 | $520K | 213,248 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,653 | $356.27 | $589K | 214,703 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,331 | $355.50 | $473K | 216,356 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,461 | $354.08 | $517K | 217,687 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 1,172 | $353.52 | $414K | 219,148 | -5.03% | — |
| Jun 11, 2026 | BRANDT ERICDir | — | Sell | 36 | $350.77 | $13K | 220,320 | -5.03% | — |
8-K
Lam Research Corp -- 8-K Filing
Lam Research Corporation released its Q3 2026 financial results, showing the semiconductor equipment manufacturer's operational performance for the quarter ended March 29, 2026.
Apr 22
8-K · 5.02
!!! Very High
Lam Research Corp -- 8-K 5.02: Executive Change
Tim Archer's appointment as Lam Research CEO signals continuity in semiconductor equipment leadership, which should reassure investors about stable strategic direction and operational execution during industry cyclical transitions.
Feb 4
8-K · 5.02
!!! Very High
Lam Research Corp -- 8-K 5.02: Executive Change
Lam Research's executive departure signals potential leadership instability during a cyclical downturn in semiconductor equipment demand, which could concern investors about operational continuity and strategic direction.
Feb 3
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All ↗
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|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 81,155,744 | $17.3B | New | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 37,060,963 | $7.9B | New | Mar 2026 |
| 3 | Fmr Llc | 33,574,842 | $7.2B | Added | Mar 2026 |
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| 10 | Nuveen, Llc | 11,006,627 | $2.4B | Added | Mar 2026 |
| 11 | Bank Of America Corp /de/ | 10,659,658 | $2.3B | Reduced | Mar 2026 |
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| 14 | Janus Henderson Group Plc | 9,265,026 | $2.0B | New | Mar 2026 |
| 15 | Bank Of New York Mellon Corp | 8,932,438 | $1.9B | Reduced | Mar 2026 |
| 16 | Grantham, Mayo, Van Otterloo & Co. Llc | 6,904,206 | $1.5B | Reduced | Mar 2026 |
| 17 | Ubs Group Ag | 6,526,433 | $1.4B | Reduced | Mar 2026 |
| 18 | Nordea Investment Management Ab | 6,189,689 | $1.3B | Reduced | Mar 2026 |
| 19 | Barclays Plc | 5,665,732 | $1.2B | Reduced | Mar 2026 |
| 20 | Alkeon Capital Management Llc | 6,420,456 | $1.1B | — | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$501.92B
Enterprise Value
$499.25B
P/E (TTM)
93.74x
Forward P/E
68.80x
PEG Ratio
0.54x
P/B
50.74x
P/S
27.23x
P/FCF
92.71x
EV/EBITDA
78.69x
Shares Out
1.29B
Financials (TTM)
Revenue
$18.44B
Net Income
$5.36B
EBITDA
$6.34B
Free Cash Flow
$5.41B
Op Cash Flow
$6.17B
EPS Basic
$4.17
EPS Diluted
$4.15
EPS Forward
$5.65
Gross Margin
48.7%
Op Margin
32.0%
Net Margin
29.1%
Balance Sheet
Total Assets
$21.35B
Total Liab.
$11.48B
Total Equity
$9.86B
Cash
$6.39B
LT Debt
$3.72B
Book Value/Sh
$7.67
Debt/Equity
0.48x
Current Ratio
2.21
Quick Ratio
1.55
Returns & Growth
ROE
55.3%
ROA
28.1%
ROIC
34.0%
Rev Growth YoY
+23.7%
EPS Growth YoY
+43.3%
Price Returns
2W
+6.4%
1M
+23.4%
3M
+36.0%
6M
+104.0%
12M
+293.8%
Technicals
52W High
$389.04
52W Low
$90.49
50d MA
$298.16
200d MA
$210.07
RSI (14)
67.40
ATR (14)
$20.70
Beta
1.79
Avg Volume
10.4M
Dividends
Div Rate
$0.89
Div Yield
0.4%
Frequency
4
Ex-Div Date
Mar 4, 2026
Analyst Price Targets
Consensus
$290.65
High
$385.00
Low
$200.00
Median
$295.00
Data updated apr 25, 2026 7:51pm
· Source: financialmodelingprep.com