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Lam Research (LRCX)
NASDAQ:LRCX

Lam Research (LRCX) Price & Analysis

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9,458 Followers

LRCX Stock Chart & Stats

$175.26
-$0.47(-0.61%)
At close: 4:00 PM EST
$175.26
-$0.47(-0.61%)

Bulls Say, Bears Say

Bulls Say
AI And Memory TrendsLRCX is positioned well to take advantage of AI/Memory WFE trends into 2026E.
Market PositioningLam is the leader in tools used in the process of etching and the #2 player in tools used in deposition, indicating strong market positioning.
Revenue GrowthThe forecast for Lam Research's revenue from Taiwan/TSMC shows significant growth, reflecting share gains in advanced technology.
Bears Say
China Market ChallengesChina was guided lower, partly due to the new US government '50% rule'.
Sales DecelerationDespite potential growth, there are concerns about deceleration in sales and earnings growth following a strong year.
Tariff UncertaintiesOngoing tariff uncertainties are causing incremental costs that impact earnings growth.

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 $173.58 in the past 12 months.
    What is Lam Research’s market cap?
    Lam Research’s market cap is $216.38B.
      When is Lam Research’s upcoming earnings report date?
      Lam Research’s upcoming earnings report date is Jan 28, 2026 which is in 36 days.
        How were Lam Research’s earnings last quarter?
        Lam Research released its earnings results on Sep 28, 2025. The company reported $1.26 earnings per share for the quarter, beating the consensus estimate of $1.216 by $0.044.
          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 1.16.
                How many shares outstanding does Lam Research have?
                Lam Research has 1,256,030,000 shares outstanding.
                  What happened to Lam Research’s price movement after its last earnings report?
                  Lam Research reported an EPS of $1.26 in its last earnings report, beating expectations of $1.216. Following the earnings report the stock price went down -4.284%.
                    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

                      Q4 2025
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The earnings call highlighted record revenue and strong demand driven by AI and advanced packaging, alongside significant investments in NAND and DRAM. However, regulatory impacts in China and tariff pressures pose challenges. Overall, the positive aspects of market leadership and demand growth outweigh the regulatory and margin pressures.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

                      $176.10
                      ▲(0.48% Upside)
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44,\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":71.29,"date":1746057600000,"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 35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":81.98,"date":1748736000000,"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 37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n    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                      Ownership Overview

                      0.27%20.21%15.44%34.12%
                      15.44% Other Institutional Investors
                      34.12% Public Companies and Individual Investors
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