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LRCX Lam Research Corporation

USTechnology
$350.33-0.80%ClosedMarket Cap: $438.11B

As of 2026-07-10 16:00

Why LRCX matters now

Lam Research Corporation (LRCX) is a US stock in Technology. The latest InvestLog snapshot shows $350.33 with -0.80% on the session and $438.11B in market capitalization; recent performance reads 1-month +42.31% and YTD +127.27%.

The latest financial table shown here is Q3 2026, with revenue of $5.84B, net income of $1.83B, and EPS of $1.45. Investors can compare that operating picture with valuation signals such as P/E 45.09 and FCF yield 1.3%.

InvestLog's latest related AI research is a Signal Cluster note titled "LRCX signal cluster: 3 insider sale, and analyst rating or price-target revision signals in seven days". The latest indexable market news headline is "Why Is Lam Research Stock Soaring Thursday?" from Benzinga.

Additional event context on this page matters because analyst consensus is Buy with a median target of $328.00; recent insider activity includes BRANDT ERIC filing S-Sale; recent congressional disclosure data includes David Taylor Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

45.09

PEG

1.01

P/B

45.93

P/S

22.44

EV/EBITDA

60.77

DCF Value

$46.37

FCF Yield

1.3%

Div Yield

0.3%

Margins & Returns

Gross Margin

50.0%

Operating Margin

34.3%

Net Margin

30.9%

ROE

65.8%

ROA

32.3%

ROIC

42.8%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$5.84B$1.83B$1.45
Q2 2026$5.34B$1.59B$1.26
Q1 2026$5.32B$1.57B$1.24
Q4 2025$5.17B$1.72B$1.35

Analyst Ratings

Consensus

Buy

Target (Consensus)

$349.22

Target (Median)

$328.00

Target Range

$275.00 - $575.00

Strong Buy: 4Buy: 25Hold: 6Sell: 1Strong Sell: 1
CitigroupBuy
2026-06-17
OppenheimerOutperform
2026-06-15
BarclaysEqual Weight
2026-06-11
Cantor FitzgeraldOverweight
2026-06-10
UBSBuy
2026-06-09

Trading Activity

Insider Trades

BRANDT ERICdirector
Sell2026-06-15
BRANDT ERICdirector
Sell2026-06-15
BRANDT ERICdirector
Sell2026-06-15
BRANDT ERICdirector
Sell2026-06-15
BRANDT ERICdirector
Sell2026-06-15

Congress Trades

David TaylorSell
2026-06-15
David TaylorSell
2026-05-08
David TaylorBuy
2026-03-23
John BoozmanSell
2026-02-15
John BoozmanSell
2026-02-14

Related AI Research

Signal ClusterJul 6, 2026

LRCX signal cluster: 3 insider sale, and analyst rating or price-target revision signals in seven daysLRCX 7日信号聚集:3 条 内部人卖出、分析师评级/目标价调整 信号

On July 6, 2026, semiconductor equipment manufacturer Lam Research (ticker: LRCX) saw a same-ticker signal cluster covering a 7-day window, with a total of 3 signals across two clear categories.2026年7月6日,半导体设备制造商Lam Research(股票代码LRCX)出现了一个覆盖7天窗口的同标的信号集群,共包含3个信号,对应两类明确的信号类型:内幕卖出交易与评级调整。其中2个即时更新的信号于当日发布,另有1篇相关卖方评级报道发布于2026年6月30日。

Rating ChangeJun 30, 2026

Susquehanna raises LRCX target to $475 from $385Susquehanna 上调目标价 拉姆研究 (LRCX):$385 → $475

On June 30, 2026, Susquehanna raised the per-share price target for Lam Research (ticker: LRCX, $486.5B market capitalization) to $475 from $385, marking a 23.4% upward adjustment.2026年6月30日,Susquehanna将半导体设备制造商Lam Research(股票代码:LRCX,市值4865亿美元)的每股目标价从385美元上调至475美元,上调幅度达23.4%。本次调整仅更新目标价,未同步调整该股的正式评级类别,该调整将直接影响跟踪该股的机构和个人投资者的估值参考基准。

Signal ClusterJun 11, 2026

LRCX signal cluster: 3 insider and analyst signals in seven daysLRCX 7日信号聚类:3 条内部人/分析师信号

On June 11, 2026, Lam Research (ticker LRCX), a leading semiconductor equipment manufacturer, posted a 3-signal cross-type cluster over a 7-day window, covering two categories: planned insider stock.2026年6月11日,半导体设备制造商Lam Research(股票代码LRCX)在7天窗口期内出现了3个跨类型市场信号集群,涵盖卖方评级上调与内部人拟减持申报两类动作。这类同步覆盖内部人与卖方分析师的信号集群,为投资者提供了兼顾公司内部情绪与卖方共识的参考视角。

Company Info

Sector

Technology

Industry

Semiconductors

Country

US

Exchange

Beta

1.87

Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.