LRCX

Lam Research Corp

Jan 29 • 04:00PM ET

248.17

+8.59 3.59 %

Technology • Semiconductor Equipment & Materials • USA • NASD

Jan 28, 9:07 PMLam Research posts fiscal Q4 2025 beats with non-GAAP EPS $1.27 (+40% YoY) and revenue $5.3B (+22% YoY), issued March 2026-quarter guidance, and on its call highlighted AI-driven strength with 2025 WFE near $110B and an initial 2026 view around $135B, flagged clean-room capacity shortages likely pushing most growth into 2H 2026, and projected its advanced packaging business to grow over 40% in 2026.

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Index	NDX, S&P 500	P/E	50.90	EPS (ttm)	4.88	Insider Own	0.33%	Shs Outstand	1.26B	Perf Week	12.45%
Market Cap	311.71B	Forward P/E	35.95	EPS next Y	6.90	Insider Trans	-6.03%	Shs Float	1.25B	Perf Month	41.11%
Enterprise Value	310.01B	PEG	1.48	EPS next Q	1.34	Inst Own	84.53%	Short Float	2.50%	Perf Quarter	59.47%
Income	6.21B	P/S	15.16	EPS this Y	27.71%	Inst Trans	-1.62%	Short Ratio	2.70	Perf Half Y	150.45%
Sales	20.56B	P/B	30.61	EPS next Y	30.55%	ROA	30.14%	Short Interest	31.24M	Perf YTD	44.98%
Book/sh	8.11	P/C	50.43	EPS next 5Y	24.33%	ROE	65.56%	52W High	243.99 1.71%	Perf Year	233.07%
Cash/sh	4.92	P/FCF	50.15	EPS past 3/5Y	8.24% 22.42%	ROIC	44.78%	52W Low	56.32 340.64%	Perf 3Y	409.07%
Dividend Est.	1.02 (0.41%)	EV/EBITDA	42.22	Sales past 3/5Y	2.38% 12.92%	Gross Margin	49.80%	Volatility	4.51% 4.42%	Perf 5Y	340.13%
Dividend TTM	0.98 (0.39%)	EV/Sales	15.08	EPS Y/Y TTM	46.68%	Oper. Margin	33.76%	ATR (14)	10.29	Perf 10Y	3543.13%
Dividend Ex-Date	Dec 03, 2025	Quick Ratio	1.61	Sales Y/Y TTM	26.85%	Profit Margin	30.22%	RSI (14)	75.67	Recom	1.66
Dividend Gr. 3/5Y	15.31% 14.87%	Current Ratio	2.26	EPS Q/Q	36.63%	SMA20	15.35%	Beta	1.81	Target Price	272.39
Payout	22.15%	Debt/Eq	0.44	Sales Q/Q	22.14%	SMA50	35.94%	Rel Volume	1.43	Prev Close	239.58
Employees	19000	LT Debt/Eq	0.37	Earnings	Jan 28 AMC	SMA200	97.11%	Avg Volume	11.56M	Price	248.17
IPO	May 04, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.48% 2.13%	Trades		Volume	16,557,111	Change	3.59%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Upgrade	Summit Insights	Hold → Buy
Today	Reiterated	TD Cowen	Buy	$170 → $290
Jan-15-26	Upgrade	Wells Fargo	Equal Weight → Overweight	$250
Jan-15-26	Initiated	RBC Capital Mkts	Outperform	$260
Oct-23-25	Reiterated	TD Cowen	Buy	$145 → $170
Sep-30-25	Initiated	HSBC Securities	Hold	$127
Sep-29-25	Upgrade	Deutsche Bank	Hold → Buy	$150
Sep-23-25	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Sep-22-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$125
Sep-02-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$92
Aug-14-25	Resumed	Erste Group	Buy
Jul-31-25	Reiterated	TD Cowen	Buy	$100 → $125
Jul-31-25	Downgrade	Summit Insights	Buy → Hold
Jul-10-25	Initiated	Goldman	Buy	$115
Apr-24-25	Reiterated	TD Cowen	Buy	$110 → $100
Mar-20-25	Resumed	Oppenheimer	Outperform	$95
Feb-20-25	Upgrade	Susquehanna	Neutral → Positive	$75 → $125
Jan-30-25	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$100
Jan-30-25	Upgrade	Bernstein	Mkt Perform → Outperform	$85 → $91
Jan-17-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$95

Show Previous Ratings

Today 03:49PM	Software stocks suffer worst day in 10 months, widening the gap with hot chip stocks (MarketWatch)
12:43PM	Jim Cramer on Lam Research: "Lam Is My Personal Favorite, It's Incredibly Well-Run" (Insider Monkey)
10:46AM	Analysis-Is chip giant ASML about to hit a ceiling, or break through it? (Reuters)
09:50AM	Lam Research Stock Jumps After Earnings. How Its Risen 200% in a Year on AI Boom. (Barrons.com)
09:38AM	A Tiny $1 Billion Semiconductor ETF Bet Everything on 30 Memory and Equipment Stocks, And Wow (24/7 Wall St.)
09:30AM	Loading…
09:30AM	Lam Research (LRCX) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:29AM	Lam Research Q2 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
07:04AM	Chip Stocks Rally on ASML Blockbuster Bookings (GuruFocus.com)
06:23AM	Lam Research Stock Jumps. Why Earnings Were 'Extraordinarily Bullish.' (Barrons.com)
05:33AM	IBM bounces after earnings, and more early market movers (MarketWatch)
04:12AM	Stock Market Today: S&P 500 and Nasdaq higher, Dow flat, following mixed Microsoft, Meta and Tesla earnings; Apple results due; gold and copper hit fresh highs. (MarketWatch)
02:08AM	Lam Research (LRCX) Poised to Benefit From Expanding Advanced Foundry and NAND Investments (Insider Monkey)
12:40AM	LRCX Q4 Deep Dive: AI-Driven Demand Accelerates Revenue, Manufacturing Expansion Underway (StockStory)
12:01AM	Lam Research Corp (LRCX) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
Jan-28-26 10:45PM	Analyst Report: Lam Research Corporation (Morningstar Research)
08:00PM	Loading…
08:00PM	Lam Research Q2 Earnings Call Highlights (MarketBeat)
05:17PM	Lam Research forecasts strong quarterly results on chipmaking tool demand (Reuters)
05:15PM	Lam Research (LRCX) Q2 Earnings and Revenues Beat Estimates (Zacks)
04:53PM	Lam Researchs Q2, outlook beat helped by high chipmaking equipment demand (Investing.com)
04:46PM	Lam Research Beats Q2 Estimates, Strong Q3 Guidance (Benzinga)
04:28PM	Lam Research Stock Rises As Chip-Gear Firm Tops Targets (Investor's Business Daily)
04:23PM	Lam Research (NASDAQ:LRCX) Posts Better-Than-Expected Sales In Q4 (StockStory)
04:18PM	Lam Research: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025 (PR Newswire)
01:01PM	Gold Rallies To $5,300, Memory Stocks Go Wild: What's Moving Markets Wednesday? (Benzinga)
11:29AM	Lam Research and Generac have been highlighted as Zacks Bull and Bear of the Day (Zacks)
09:54AM	Lam Research (LRCX) Has a Shortage That Can't Be Met, Says Jim Cramer (Insider Monkey)
09:41AM	Investors are making a big bet on Big Tech's AI spending. They're about to learn if it paid off. (MarketWatch)
09:34AM	Bet on These 4 Top-Performing Liquid Stocks to Maximize Returns (Zacks)
09:18AM	Logitech's Q3 Earnings Surpass Estimates, Revenues Rise Y/Y (Zacks)
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09:14AM	Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y (Zacks)
08:37AM	Intel, Micron, These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML. (Barrons.com)
06:22AM	Nasdaq Futures Rally as ASML Provides a Boost, Fed Decision and Big Tech Earnings Awaited (Barchart)
05:22AM	Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML. (Barrons.com)
05:20AM	Bull of the Day: Lam Research (LRCX) (Zacks)
04:53AM	Here come the big beasts: Meta, Microsoft and Tesla earnings in focus (MarketWatch)
04:04AM	Stock Market Today: S&P 500 eyes 7,000 breach, Dow up while Nasdaq jumps on surging tech optimism ahead of Meta, Microsoft and Tesla earnings; Fed rate decision due; dollar steadies while gold hits fresh record. (MarketWatch)
Jan-27-26 11:35PM	1 Surging Stock Worth Your Attention and 2 We Turn Down (StockStory) +7.00%
08:24PM	Seagate Technology, Texas Instruments, Richtech Robotics, Corning And Lam Research: Why These 5 Stocks Are On Investors' Radars Today (Benzinga)
04:34PM	S&P 500 Posts a Record High on Tech Strength and Solid Corporate Earnings (Barchart)
01:34PM	Stock Market Today, Jan 27: Tech lifts S&P 500 to fresh record as American Airlines meltdown, Trump Medicare surprise weigh heavy (TheStreet)
11:15AM	Broader Market Rallies on Tech Strength and Solid Earnings (Barchart)
10:07AM	Stocks Edge Higher as Chip Makers Rally (Barchart)
09:48AM	Stock Market Today: Dow Falls As Fed Meeting Starts; UnitedHealth Plunges On Medicare News (Live Coverage) (Investor's Business Daily)
09:36AM	ASML to Leverage Product Mix Shift to Drive Margins: What's Ahead? (Zacks)
Jan-26-26 10:06PM	Lam Research Earnings: What To Look For From LRCX (StockStory)
03:34PM	BofA says the chip reshuffle makes Nvidia a 'compelling' value play (Yahoo Finance)
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08:20AM	Tesla, Microsoft, Meta, SanDisk And More: Stocks With Earnings This Week (Benzinga)
08:20AM	AI-Driven Foundry Demand Likely to Boost LRCX's Systems Revenues in Q2 (Zacks)
07:46AM	ASML Holding Before Q4 Earnings: How Should Investors Play the Stock? (Zacks)
07:02AM	Which Semiconductor Equipment Stock Has More Upside in 2026? (MarketBeat)
07:00AM	Option Volatility And Earnings Report For January 26 - 30 (Barchart)
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Jan-25-26 01:00PM	Earnings, Tariffs and Other Key Things to Watch this Week (Barchart)
07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
07:50AM	Every Stock in This Index Group Is Up Double-Digits in 2026 (Motley Fool)
Jan-24-26 08:45AM	These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Google Stock Holds Near Buy Point (Investor's Business Daily)
Jan-23-26 04:34PM	Stocks Finish Mostly Higher Despite a Plunge in Intel (Barchart)
02:54PM	These Two Charts Sum Up the AI Stock Rally in 2026 (Investopedia)
12:47PM	LRCX Likely to Beat Q2 Earnings Estimates: Should You Buy the Stock? (Zacks)
12:00PM	Lam Research (LRCX) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
10:23AM	Boeing Stock Rips Higher Ahead Of Q4 Results; 3 Data Storage Stocks In Earnings Spotlight (Investor's Business Daily)
10:21AM	FFIV Gears Up to Report Q1 Earnings: What's in the Cards? (Zacks)
10:00AM	Best Momentum Stock to Buy for January 23rd (Zacks)
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09:27AM	TXN Likely to Beat Q4 Earnings Estimates: How to Play the Stock (Zacks)
09:15AM	Stay Ahead of the Game With Lam Research (LRCX) Q2 Earnings: Wall Street's Insights on Key Metrics (Zacks)
04:41AM	New Strong Buy Stocks for January 23rd (Zacks)
Jan-22-26 12:10PM	Will Lam Research (LRCX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:55AM	How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings (Zacks)
03:09AM	Jim Cramer Calls Lam Research the "Best of the Best" But Warns Against Buying Parabolic Moves (Insider Monkey)
Jan-21-26 05:50PM	Lam Research (LRCX) Outperforms Broader Market: What You Need to Know (Zacks)
12:20PM	Nvidia, Broadcom, Marvell Poised To Benefit From AI-Driven Semiconductor Upswing, JPMorgan Says (Benzinga)
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07:30AM	Trump in Davos, Netflix and Intel results on deck earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps up: What to watch this week (Yahoo Finance)
12:55AM	Analysts Bullish on Lam Research Corporation (LRCX) as Semiconductor Capex and Memory Investments Rise (Insider Monkey)
Jan-16-26 04:38PM	Stocks Finish Slightly Lower as Bond Yields Climb (Barchart)
04:25PM	The $56 Billion Draft: Follow TSMC's CapEx Stream (MarketBeat)
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09:54AM	Stocks Climb on Renewed Optimism for AI Spending (Barchart)
09:45AM	Here's Why Lam Research (LRCX) is a Strong Growth Stock (Zacks)
09:07AM	ASML Pushes High-NA EUV Forward: How Big is the Manufacturing Leap? (Zacks)
08:30AM	Here's How Much You'd Have If You Invested $1000 in Lam Research a Decade Ago (Zacks)
06:11AM	Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing, ASML and Lam Research (Zacks)
Jan-15-26 11:32PM	1 High-Flying Stock to Own for Decades and 2 We Ignore (StockStory)
05:18PM	KLA, ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. (Barrons.com)
05:15PM	Small-cap records, chip stock gains, silver: Market Takeaways (Yahoo Finance Video)
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01:30PM	AI Stocks Gain as TSMC Posts Another Strong Quarter (LRCX, ASML) (Zacks)
12:51PM	4 semiconductor stocks giving the AI boom 'more legs' (Yahoo Finance)
12:50PM	Why Lam Research (LRCX) Stock Is Trading Up Today (StockStory)

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ARCHER TIMOTHY	President and CEO	Dec 17 '25	Option Exercise	17.68	113,300	2,002,578	1,045,709	Dec 18 12:55 PM
ARCHER TIMOTHY	President and CEO	Dec 17 '25	Sale	163.86	163,300	26,758,338	932,409	Dec 18 12:55 PM
ARCHER TIMOTHY	Officer	Dec 17 '25	Proposed Sale	163.86	163,300	26,758,338		Dec 17 09:46 AM
Bettinger Douglas R	Chief Financial Officer & EVP	Nov 14 '25	Sale	150.60	40,080	6,036,048	987,237	Nov 17 12:58 PM
Bettinger Douglas R	Officer	Nov 14 '25	Proposed Sale	150.60	40,080	6,036,107		Nov 14 03:34 PM
Mayer Bethany	Director	Nov 07 '25	Sale	159.52	30	4,786	3,257	Nov 10 04:27 PM
Mayer Bethany	Director	Nov 07 '25	Proposed Sale	159.52	30	4,786		Nov 07 09:50 AM
Mayer Bethany	Director	Nov 03 '25	Sale	159.99	1,298	207,667	1,652	Nov 04 06:05 PM
Mayer Bethany	Director	Nov 03 '25	Proposed Sale	159.99	1,298	207,667		Nov 03 10:34 AM
Harter Ava	Chief Legal Officer	Oct 27 '25	Option Exercise	77.04	6,010	463,004	62,796	Oct 28 11:53 AM
Harter Ava	Chief Legal Officer	Oct 27 '25	Sale	157.47	9,010	1,418,775	56,786	Oct 28 11:53 AM
Harter Ava	Officer	Oct 27 '25	Proposed Sale	157.47	9,010	1,418,775		Oct 27 01:10 PM
Vahedi Vahid	Senior Vice President	Oct 13 '25	Sale	138.90	52,190	7,249,191	251,047	Oct 14 11:40 AM
Vahedi Vahid	Officer	Oct 13 '25	Proposed Sale	138.90	52,190	7,249,191		Oct 14 07:22 AM
Varadarajan Seshasayee	Senior Vice President	Feb 20 '25	Option Exercise	18.11	110,080	1,993,296	253,404	Feb 21 01:28 PM
Varadarajan Seshasayee	Senior Vice President	Feb 20 '25	Sale	90.00	110,080	9,907,200	179,084	Feb 21 01:28 PM
Varadarajan Seshasayee	Officer	Feb 20 '25	Proposed Sale	90.00	110,080	9,907,200		Feb 20 10:41 AM
Bettinger Douglas R	Chief Financial Officer & EVP	Feb 04 '25	Option Exercise	0.00	21,637	0	1,011,379	Feb 06 04:22 PM
Fernandes Neil J	Senior Vice President	Feb 04 '25	Option Exercise	0.00	4,805	0	57,177	Feb 06 04:20 PM
LORD PATRICK J	Executive Vice President	Feb 04 '25	Option Exercise	0.00	17,309	0	62,261	Feb 06 04:18 PM
Vahedi Vahid	Senior Vice President	Feb 04 '25	Option Exercise	0.00	14,542	0	296,344	Feb 06 04:14 PM
Varadarajan Seshasayee	Senior Vice President	Feb 04 '25	Option Exercise	0.00	14,542	0	179,084	Feb 06 04:10 PM
Correia Christina	CVP , Chief Accounting Officer	Feb 04 '25	Option Exercise	0.00	2,881	0	45,761	Feb 06 04:08 PM
ARCHER TIMOTHY	President and CEO	Feb 05 '25	Option Exercise	0.00	86,548	0	932,940	Feb 06 04:06 PM

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LRCX

Lam Research Corp

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