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Lam Research (LRCX)
NASDAQ:LRCX

Lam Research (LRCX) Price & Analysis

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10,230 Followers

LRCX Stock Chart & Stats

$215.23
-$0.47(-0.61%)
At close: 4:00 PM EST
$215.23
-$0.47(-0.61%)

Bulls Say, Bears Say

Bulls Say
AI-driven DemandAnalyst highlights that AI-driven investments are creating broad demand across leading-edge logic, memory, and advanced packaging, positioning the company to benefit from increased data center spending and memory upgrades.
Market Share GainsAnalyst expects Lam Research to gain market share as its differentiated etch and deposition tools are preferred for advanced three-dimensional memory and logic architectures supported by new product cycles.
Operational Execution And Capacity ExpansionManagement reports an expanded capacity footprint and resilient supply-chain execution that supported a quarter beat with raised guidance and could enable faster conversion of orders into revenue as additional cleanroom capacity comes online.
Bears Say
Capacity Limits And Supply-chain RiskAnalyst flags customer cleanroom capacity limits and potential supply-chain strains as risks that could delay shipments and constrain revenue growth during a rapid upcycle.
Revenue Mix And Margin PressureAnalyst notes that shifted timing of NAND deployments and a changing revenue mix could pressure gross margins despite expanding revenue, potentially compressing profitability.
Valuation SensitivityAnalyst warns that the stock's premium valuation heightens sensitivity to disappointing demand or earnings, increasing potential downside volatility for investors.

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 $256.68 in the past 12 months.
    What is Lam Research’s market cap?
    Lam Research’s market cap is $268.77B.
      When is Lam Research’s upcoming earnings report date?
      Lam Research’s upcoming earnings report date is Apr 29, 2026 which is in 49 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 0.56%. 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 3.586%.
                    Which hedge fund is a major shareholder of Lam Research?
                    Currently, no hedge funds are holding shares in LRCX
                    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 (LRCX) Earnings & Revenues

                      LRCX Company Deck

                      LRCX 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 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

                      $283.81
                      ▲(31.86% Upside)
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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 44,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":72.3,"date":1743465600000,"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 52,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":71.208,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":95.907,"date":1754006400000,"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 41,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":99.668,"date":1756684800000,"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 47,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n 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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":154.35,"date":1764547200000,"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 43,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":170.975,"date":1767225600000,"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 70,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.31%20.08%5.08%43.69%
                      5.08% Other Institutional Investors
                      43.69% Public Companies and Individual Investors
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