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Lam Research (GB:0JT5)
LSE:0JT5

Lam Research (0JT5) Price & Analysis

5 Followers

0JT5 Stock Chart & Stats

$221.45
-$0.97(-1.24%)
At close: 4:00 PM EST
$221.45
-$0.97(-1.24%)

Bulls Say, Bears Say

Bulls Say
Market Share GainsGains in etch and deposition share for advanced three-dimensional device architectures, backed by new products, position the company to outgrow the broader wafer fabrication equipment market.
Memory DemandStrong DRAM and high-bandwidth memory demand is driving rising orders for etch and deposition tools, creating clear upside for equipment revenue as customers expand memory capacity.
Service And Installed-base GrowthGrowing service and installed-base revenue, driven by preventative maintenance and upgrade activity, supports more predictable revenue and improves margin leverage as equipment installations rise.
Bears Say
Export Controls And Competition RiskExposure to export controls and heightened competition could restrict access to certain markets and pressure future revenue growth.
Guidance CautionGuidance that may be below the most optimistic scenario signals analyst caution and could limit upside to analyst estimates if demand growth moderates.
Valuation VulnerabilityA notable premium valuation increases sensitivity to any softening in AI-driven demand expectations and could amplify downside volatility for the stock.

Lam Research News

0JT5 FAQ

What was Lam Research’s price range in the past 12 months?
Lam Research lowest share price was $62.31 and its highest was $256.65 in the past 12 months.
    What is Lam Research’s market cap?
    Lam Research’s market cap is $280.16B.
      When is Lam Research’s upcoming earnings report date?
      Lam Research’s upcoming earnings report date is Apr 22, 2026 which is in 13 days.
        How were Lam Research’s earnings last quarter?
        Lam Research released its earnings results on Jan 28, 2026. The company reported $1.27 earnings per share for the quarter, beating the consensus estimate of $1.171 by $0.099.
          Is Lam Research overvalued?
          According to Wall Street analysts Lam Research’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lam Research pay dividends?
            Lam Research pays a Quarterly dividend of $0.26 which represents an annual dividend yield of 0.57%. See more information on Lam Research dividends here
              What is Lam Research’s EPS estimate?
              Lam Research’s EPS estimate is 1.35.
                How many shares outstanding does Lam Research have?
                Lam Research has 1,248,771,000 shares outstanding.
                  What happened to Lam Research’s price movement after its last earnings report?
                  Lam Research reported an EPS of $1.27 in its last earnings report, beating expectations of $1.171. Following the earnings report the stock price went up 3.099%.
                    Which hedge fund is a major shareholder of Lam Research?
                    Currently, no hedge funds are holding shares in GB:0JT5
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Lam Research

                      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.

                      Lam Research (0JT5) Earnings & Revenues

                      0JT5 Company Deck

                      0JT5 Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong, broad-based execution and material financial outperformance in 2025 — record revenue, margins, profit and EPS, meaningful product wins (Aqara), SAM/share gains, and significant CSBG momentum. Management is optimistic about AI-driven demand, advanced packaging growth (>40% in 2026), and NAND inflection. Key risks and headwinds include clean-room capacity constraints that may limit near-term WFE, regional mix variability (China), some sequential margin/mix pressure, and the need to build inventory and continue supply-chain ramps. On balance, the positive operational and financial momentum substantially outweighs the noted challenges.View all GB:0JT5 earnings summaries

                      0JT5 Revenue Breakdown

                      62.33%62.33%37.67%
                      62.33% Systems Revenue
                      37.67% Customer support-related revenue and other
                      tipranks

                      0JT5 Stock 12 Month Forecast

                      Average Price Target

                      $285.05
                      ▲(28.72% Upside)
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