LRCX Lam Research Corporation
USTechnologyAs 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
| 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 earnings call: guidance, demand and margins拉姆研究 (LRCX) 电话会要点:指引、需求与利润率
Timothy Archer: As we enter the second half of the year, we expect calendar 2026 wafer fab equipment spending or WFE to be in the low $150 billion range up from our prior outlook of $140 billion with upside bias.蒂莫西·阿彻:随着我们进入下半年,我们预计2026日历年的晶圆制造设备(WFE)支出将处于1500亿美元低位区间,较此前预期的1400亿美元有所上调,且存在上行空间。
LRCX earnings release — EPS beat +7.7% · revenue in line +0.9%拉姆研究 (LRCX) 财报发布 — EPS 高于预期+7.7% · 营收 基本符合预期+0.9%
Lam Research Corporation reported EPS $1.82 vs $1.69 estimate and revenue $6.7B vs $6.7B estimate.拉姆研究 公布财报:EPS $1.82 vs $1.69 预期,营收 $6.7B vs $6.7B 预期。
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.