LRCX logo

LAM RESEARCH CORP

LRCXNASDAQ
๐Ÿ† #31 by market capEarnings Oct 20Semiconductors
$311.34โ–ฒ $5.20 (+1.67%)
Live
1hโ€”
24hโ–ฒ 1.7%
7dโ–ผ 2.0%
14dโ–ฒ 15.5%
30dโ–ผ 11.1%
1yโ–ฒ 205.3%
๐ŸฆMarket Cap
$389.57B
Large Cap
๐Ÿ“ˆRevenue Growth (YoY)
+26.0%
High Growth
๐Ÿ“ŠGross Margin
50.5%
Healthy
๐Ÿ’ตFCF Margin
21.1%
Strong
โš–๏ธP/S Ratio
16.7x
Expensive
Otter Score
44
Weak

Trading Snapshot

Day Range
$308.19 โ€“ $315.61
52-Week Range
$94.11 โ€“ $438.50
Volume
$4.54B
Avg Volume
$3.47B
Shares Outstanding
1.25B
Next Earnings
Oct 17, 2026

Fundamentals Snapshot

Annual Revenue
$23.28B
Last Q Revenue
$5.94B
P/E Ratio
53.5
P/S Ratio
16.7x
EPS (TTM)
$5.76
Dividend Yield
0.33%

Why Investors Own LRCX

  • โœ“High-growth profile โ€” revenue up -4.0% YoY with expanding Semiconductors exposure.
  • โœ“Healthy economics โ€” 69% gross margin and 11% free-cash-flow margin.
  • โœ“Secular demand for compute keeps design wins and pricing strong.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$23.28Bโ–ผ โˆ’4.4% YoY
Gross Margin (TTM)
68.6%โ–ฒ +4.4% YoY
Operating Income (TTM)
$4.96Bโ–ผ โˆ’4.4% YoY
Free Cash Flow (TTM)
$2.58Bโ–ผ โˆ’4.4% YoY

About LAM RESEARCH CORP

Wafer fabrication equipment.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Weak
44/100

Analyst Ratings

โ“˜
Consensus
Buy
41 analysts
Strong Buy10
Buy25
Hold6
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

SeekingAlphaยท6h ago

Where The Next $1.3 Trillion Of CapEx Gets Spent

Semiconductor sector faces capex-fatigue, but committed $1.3T cloud spending through 2027 underpins long-term opportunity. Read the full analysis here.

Benzingaยท11h ago

If You Invested $1000 In Lam Research Stock 5 Years Ago, You Would Have This Much Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 5 years by 27.97% on an annualized basis producing an average annual return of 39.54%. Currently, Lam Research has a market capitalization of $392.90

Yahooยท13h ago

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing high performance AI chips. The stronger AI spending trend at Taiwan...

SeekingAlphaยท1d ago

The S&P Is Ignoring Semiconductor Crashes

Semiconductor selloffs no longer drag the S&P 500 in 2026: drawdowns hit less, even as chip volatility rises.

Yahooยท1d ago

Lam Research (LRCX) Upgraded to Strong Buy: Here's Why

Lam Research (LRCX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Yahooยท1d ago

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.