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LRCX Lam Research Corporation

USTechnology
$310.17-1.22%ClosedMarket Cap: $387.89B

As of 2026-08-24

Why LRCX matters now

Lam Research Corporation (LRCX) is a US stock in Technology. The latest InvestLog snapshot shows $310.17 with -1.22% on the session and $387.89B 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 Earnings Analysis note titled "LRCX earnings call: guidance, demand and margins". The latest indexable market news headline is "Semiconductor Stocks Slide Ahead of NVIDIA Earnings: Intel Falls 5%, AMD Slides 4%, Taiwan Semiconductor Slips 3%" from 24/7 Wall Street.

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

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.