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Lam Research (LRCX)
NASDAQ:LRCX
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Lam Research (LRCX) Price & Analysis

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LRCX Stock Chart & Stats


Bulls Say, Bears Say

Bulls Say
Earnings And GuidanceLam Research's management has historically set expectations well, with guidance consistently beating street estimates over the last nine quarters.
Market Demand And PositionLam Research is on track towards a strong 2025 with system shipments expected to outgrow the wafer fabrication equipment market significantly, driven by gains in NAND and share increases in China and TSMC.
Market Share And GrowthLam Research is gaining market share, especially in China, despite facing unequal restrictions compared to non-US peers.
Bears Say
Future Growth ChallengesThere is caution about Lam Research's ability to maintain its growth in China into 2026 due to challenging comparisons.
Market Performance OutlookThe stock is likely to be a relative under performer among large cap US SPE as the company faces a challenging 2026 setup.
Revenue Growth ConcernsThere are concerns about a potential slowdown in Lam Research's NAND revenue growth, despite its current strong position.

Lam Research News

LRCX FAQ

What was Lam Research’s price range in the past 12 months?
Lam Research lowest stock price was $56.32 and its highest was $123.28 in the past 12 months.
    What is Lam Research’s market cap?
    Lam Research’s market cap is $153.72B.
      When is Lam Research’s upcoming earnings report date?
      Lam Research’s upcoming earnings report date is Oct 15, 2025 which is in 25 days.
        How were Lam Research’s earnings last quarter?
        Lam Research released its earnings results on Jul 30, 2025. The company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.205 by $0.125.
          Is Lam Research overvalued?
          According to Wall Street analysts Lam Research’s price is currently Overvalued. 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 0.73%. See more information on Lam Research dividends here
              What is Lam Research’s EPS estimate?
              Lam Research’s EPS estimate is 1.21.
                How many shares outstanding does Lam Research have?
                Lam Research has 1,261,032,300 shares outstanding.
                  What happened to Lam Research’s price movement after its last earnings report?
                  Lam Research reported an EPS of $1.33 in its last earnings report, beating expectations of $1.205. Following the earnings report the stock price went down -4.289%.
                    Which hedge fund is a major shareholder of Lam Research?
                    Currently, no hedge funds are holding shares in LRCX

                    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 (LRCX) Earnings & Revenues

                    LRCX Company Deck

                    LRCX Earnings Call

                    Q4 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The earnings call highlighted significant achievements in revenue growth, strong performance in the foundry segment, and technological advancements in advanced services. However, there were challenges such as a decline in DRAM revenue and an anticipated revenue decline in the December quarter due to mix and tariffs. Despite these challenges, the positive aspects of strong financial performance and technological leadership outweigh the negatives.View all LRCX earnings summaries

                    LRCX Revenue Breakdown

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

                    LRCX Stock 12 Month Forecast

                    Average Price Target

                    $113.55
                    ▼(-10.11% Downside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":79.06,"date":1727740800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":74.16,"date":1730419200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":80.6,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 44,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":76.32,"date":1740787200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 44,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n  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                    Ownership Overview

                    0.28%21.42%15.78%32.04%
                    15.78% Other Institutional Investors
                    32.04% Public Companies and Individual Investors
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