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Lam Research Corp (LRCX)
NASDAQ:LRCX

Lam Research (LRCX) Price & Analysis

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LRCX Stock Chart & Stats

$208.79
-$0.47(-0.61%)
At close: 4:00 PM EST
$208.79
-$0.47(-0.61%)

Bulls Say, Bears Say

Bulls Say
AI And Memory WFE DemandGrowing AI and memory data center investments are expected to boost demand for wafer fabrication tools, positioning the company to capture significant equipment spending.
Foundry Share Gains At TSMCShare gains in advanced foundry work with customers such as TSMC could increase revenue as advanced node transitions and new backside power designs raise equipment needs.
NAND Upgrades And ESSD-driven CapacityStronger NAND demand from eSSD and accelerated layer migrations may prompt additional wafer capacity and retrofit spending, supporting equipment sales growth.
Bears Say
China Exposure And Regulatory ConstraintsLower guidance for China driven by new export constraints and the 50% rule could reduce sales from that market and pressure gross margins.
Tariffs And Unfavorable Customer MixOngoing tariff uncertainty and an unfavorable customer mix create incremental costs that risk a decline in gross margin in upcoming results.
Weaker NAND ContributionA softer NAND contribution could diminish the quality of earnings beats and weigh on overall profitability despite gains in other segments.

Lam Research News

LRCX FAQ

What was Lam Research Corp’s price range in the past 12 months?
Lam Research Corp lowest stock price was $56.32 and its highest was $222.58 in the past 12 months.
    What is Lam Research Corp’s market cap?
    Lam Research Corp’s market cap is $262.25B.
      When is Lam Research Corp’s upcoming earnings report date?
      Lam Research Corp’s upcoming earnings report date is Jan 28, 2026 which is in 12 days.
        How were Lam Research Corp’s earnings last quarter?
        Lam Research Corp 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 Corp overvalued?
          According to Wall Street analysts Lam Research Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lam Research Corp pay dividends?
            Lam Research Corp pays a Quarterly dividend of $0.26 which represents an annual dividend yield of 0.56%. See more information on Lam Research Corp dividends here
              What is Lam Research Corp’s EPS estimate?
              Lam Research Corp’s EPS estimate is 1.16.
                How many shares outstanding does Lam Research Corp have?
                Lam Research Corp has 1,256,030,000 shares outstanding.
                  What happened to Lam Research Corp’s price movement after its last earnings report?
                  Lam Research Corp 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 Corp?
                    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 Corp

                      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 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

                      $215.29
                      ▲(3.11% Upside)
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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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":96.46,"date":1751328000000,"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 34,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n    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                      Ownership Overview

                      0.27%20.03%0.16%49.40%
                      0.16% Other Institutional Investors
                      49.40% Public Companies and Individual Investors
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