LRCX Lam Research Corporation
USTechnologyAs of 2026-10-08
Why LRCX matters now
Lam Research Corporation (LRCX) is a US stock in Technology. The latest InvestLog snapshot shows $320.59 with -2.71% on the session and $400.92B 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 Options Activity note titled "LRCX options: estimated premium turnover $57M; largest line LRCX270115P00320000 (Put) $5M (expires 2027-01-15)". The latest indexable market news headline is "Lam Research (LRCX) Suffers a Larger Drop Than the General Market: Key Insights" from Zacks Investment Research.
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
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| 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
Trading Activity
Insider Trades
Congress Trades
Related AI Research
LRCX options: estimated premium turnover $57M; largest line LRCX270115P00320000 (Put) $5M (expires 2027-01-15)LRCX 期权异动:所扫描合约成交权利金估算约 $57M;最大合约 LRCX270115P00320000(看跌期权 Put)约 $5M(2027-01-15 到期)
Estimated premium turnover across the scanned LRCX contracts was $57M on 40,715 contracts. The call/put volume ratio was 2.5x (calls 29,063 / puts 11,652).LRCX 所扫描合约权利金成交额估算为 $57M,成交量 40,715 张;Call/Put 成交量比为 2.5x(Call 29,063 张 / Put 11,652 张)。最大合约为 LRCX270115P00320000(看跌期权 Put),权利金成交额估算 $5M,到期日 2027-01-15。
B. Riley raises LRCX target to $390 from $350B. Riley 上调目标价 拉姆研究 (LRCX):$350 → $390
On 2026-10-01, B. Riley raised its LRCX price target to $390 from $350 (+11.4%).B. Riley 于 2026-10-01 将 LRCX 目标价上调至 $390,此前为 $350,变动幅度 +11.4%。
Lam Research Corporation (LRCX) rises 4.28% to $300.44Lam Research Corporation(LRCX)上涨 4.28%,报 $300.44
Lam Research Corporation (LRCX) traded 4.28% higher at $300.44 as of 2026-09-21T16:31:36+00:00. Reported session volume was 4,276,777 shares, or approximately $1.3B in turnover.Lam Research Corporation(LRCX)截至 2026-09-21T16:31:36+00:00 上涨 4.28%,报 $300.44。当日成交量为 4,276,777 股,成交额估算约 $1.3B。
Related Stocks
Latest News
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.