Lam Research Corporation (LRCX)

US — Technology Sector
Peers: AMAT  QCOM  KLAC  TXN  ARM  MU  UBER  ANET  INTU  INTC 

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Key Metrics & Ratings

  • symbol LRCX
  • Rev/Share 15.4944
  • Book/Share 8.061
  • PB 21.3707
  • Debt/Equity 0.4399
  • CurrentRatio 2.2074
  • ROIC 0.3612

 

  • MktCap 216376288100.0
  • FreeCF/Share 4.6257
  • PFCF 36.9939
  • PE 37.4888
  • Debt/Assets 0.2047
  • DivYield 0.0057
  • ROE 0.6057

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated LRCX TD Cowen -- Buy $145 $170 Oct. 23, 2025
Initiation LRCX HSBC Securities -- Hold -- $127 Sept. 30, 2025
Upgrade LRCX Deutsche Bank Hold Buy -- $150 Sept. 29, 2025
Downgrade LRCX KeyBanc Capital Markets Overweight Sector Weight -- -- Sept. 23, 2025
Upgrade LRCX Morgan Stanley Underweight Equal Weight -- $125 Sept. 22, 2025
Downgrade LRCX Morgan Stanley Equal Weight Underweight -- $92 Sept. 2, 2025
Resumed LRCX Erste Group -- Buy -- -- Aug. 14, 2025
Reiterated LRCX TD Cowen -- Buy $100 $125 July 31, 2025
Downgrade LRCX Summit Insights Buy Hold -- -- July 31, 2025
Initiation LRCX Goldman -- Buy -- $115 July 10, 2025

News

Is Lam Research (LRCX) a Solid Growth Stock? 3 Reasons to Think "Yes"
LRCX
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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image for news Is Lam Research (LRCX) a Solid Growth Stock? 3 Reasons to Think "Yes"
Brokers Suggest Investing in Lam Research (LRCX): Read This Before Placing a Bet
LRCX
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Negative

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Brokers Suggest Investing in Lam Research (LRCX): Read This Before Placing a Bet
Lam Research Hits 52-Week High: Is the Stock Still Worth Buying?
LRCX
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

LRCX hits a 52-week high as AI-driven chip demand boosts shipments, earnings and margins, raising the question of whether the stock still offers upside.

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image for news Lam Research Hits 52-Week High: Is the Stock Still Worth Buying?
Lam Research (LRCX) Surges 4.6%: Is This an Indication of Further Gains?
LRCX
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research (LRCX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

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image for news Lam Research (LRCX) Surges 4.6%: Is This an Indication of Further Gains?
2 best performing Jim Cramer 2025 picks
EXPE, LRCX
Published: December 21, 2025 by: Finbold
Sentiment: Positive

In a year defined by elevated volatility, two of Jim Cramer's 2025 stock picks have emerged as clear outperformers.

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image for news 2 best performing Jim Cramer 2025 picks
Lam Research (LRCX) Just Flashed Golden Cross Signal: Do You Buy?
LRCX
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

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image for news Lam Research (LRCX) Just Flashed Golden Cross Signal: Do You Buy?
Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?
LRCX
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

AI-driven foundry demand lifts Lam Research's systems revenues 48.3% YoY to $3.55B, with foundries comprising 60% of sales in the first quarter of fiscal 2026.

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image for news Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?
Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs
DCI, ENS, LDOS, LRCX, TEL
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

TEL and four other dividend growth stocks stand out as tech sell-offs deepen, offering steadier income and growth amid AI bubble fears.

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image for news Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs
Why Lam Research (LRCX) is a Top Stock for the Long-Term
LRCX
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

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image for news Why Lam Research (LRCX) is a Top Stock for the Long-Term
Lam Research Corporation (LRCX) Soars to 52-Week High, Time to Cash Out?
LRCX
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

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image for news Lam Research Corporation (LRCX) Soars to 52-Week High, Time to Cash Out?
Here's Why Lam Research (LRCX) is a Great Momentum Stock to Buy
LRCX
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Here's Why Lam Research (LRCX) is a Great Momentum Stock to Buy
Why Lam Research (LRCX) is a Top Momentum Stock for the Long-Term
LRCX
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Why Lam Research (LRCX) is a Top Momentum Stock for the Long-Term
Lam Research (LRCX) is a Top-Ranked Growth Stock: Should You Buy?
LRCX
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Lam Research (LRCX) is a Top-Ranked Growth Stock: Should You Buy?
Micron vs. Lam Research: Which Stock Has Better Upside Potential?
LRCX, MU
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

MU's faster growth estimates, stronger AI momentum and lower valuation than LRCX point to clearer upside.

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image for news Micron vs. Lam Research: Which Stock Has Better Upside Potential?
Lam Research (LRCX) is an Incredible Growth Stock: 3 Reasons Why
LRCX
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Read More
image for news Lam Research (LRCX) is an Incredible Growth Stock: 3 Reasons Why
Wall Street Bulls Look Optimistic About Lam Research (LRCX): Should You Buy?
LRCX
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Wall Street Bulls Look Optimistic About Lam Research (LRCX): Should You Buy?
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
LRCX
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.

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image for news Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
Lam Research: AI Foundry Growth Keeps The Upside Case Alive
LRCX
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Positive

Lam Research is rated a Buy with a revised price target of $178, reflecting a 14% upside and market outperformance. LRCX delivered strong FQ1 2026 results: 28% revenue growth, 47% EPS growth, and record gross/operating margins, driven by AI-powered demand. The company benefits from robust AI-related tailwinds, global diversification, heavy R&D investment, and a low-leverage capital structure supporting future growth.

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image for news Lam Research: AI Foundry Growth Keeps The Upside Case Alive
Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript
LRCX
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Neutral

Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript

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image for news Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript
Lam Research Soars 109% YTD: Is LRCX Stock Still Worth Buying?
LRCX
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Positive

LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

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image for news Lam Research Soars 109% YTD: Is LRCX Stock Still Worth Buying?
Why Lam Research Stock Is Surging?
LRCX
Published: November 24, 2025 by: Forbes
Sentiment: Positive

Lam Research (LRCX)'s stock almost doubled this year, driven by strong growth in semiconductor equipment demand tied to AI chip production, and advanced semiconductor technologies.

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image for news Why Lam Research Stock Is Surging?
Artisan Value Income Fund Q3 2025 Contributors And Detractors
BAX, KRYAY, LRCX, NVT, PII, PM
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Neutral

In the Core Value category, our biggest detractors were Baxter International (BAX) and Philip Morris International (PM). Another decliner was Kerry (KRYAY), the largest food and beverage ingredients company globally, which we classify as a Dividend Growth name. On the positive side, top performers included Polaris (PII), nVent Electric (NVT) and Lam Research (LRCX).

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image for news Artisan Value Income Fund Q3 2025 Contributors And Detractors
Lam Research Deepens Investment in Silicon Forest to Accelerate Semiconductor Industry Leadership in the AI Era
LRCX
Published: November 21, 2025 by: PRNewsWire
Sentiment: Neutral

State and Local Officials, Academia, and Community Leaders Join Top Area Employer to Celebrate Expansion of Tualatin, OR Campus TUALATIN, Ore. , Nov. 21, 2025 /PRNewswire/ -- In a ribbon-cutting event today at its campus in Tualatin, OR, Lam Research Corp. (NASDAQ: LRCX) commemorated the opening of its new, $65 million office building, joined by Oregon State Senate President Robert Wagner, representatives from the offices of Oregon Governor Tina Kotek and Oregon Congresswoman Andrea Salinas, and other distinguished local government, community, business, philanthropic, and academic leaders.

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image for news Lam Research Deepens Investment in Silicon Forest to Accelerate Semiconductor Industry Leadership in the AI Era
Why Is Lam Research (LRCX) Down 5.4% Since Last Earnings Report?
LRCX
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Negative

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is Lam Research (LRCX) Down 5.4% Since Last Earnings Report?
Here's Why Lam Research (LRCX) is a Strong Growth Stock
LRCX
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Read More
image for news Here's Why Lam Research (LRCX) is a Strong Growth Stock
3 Reasons Why Growth Investors Shouldn't Overlook Lam Research (LRCX)
LRCX
Published: November 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.

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image for news 3 Reasons Why Growth Investors Shouldn't Overlook Lam Research (LRCX)
Artisan Value Fund Q3 2025 Top Contributors And Detractors
ASML, DEO, FISV, GOOG, GOOGL, KRYAF, KRYAY, LRCX, PM, TMO
Published: November 14, 2025 by: Seeking Alpha
Sentiment: Neutral

Our biggest source of underperformance was the consumer staples sector as we had a number of laggards, including Kerry Group, Philip Morris and Diageo. On the positive side, the three new purchases we made in Q2 during the post-Liberation Day market meltdown—Lam Research, ASML and Thermo Fisher Scientific—were each among our top contributors to returns in Q3. Our top contributor in Q3 was Alphabet, a long-time holding.

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image for news Artisan Value Fund Q3 2025 Top Contributors And Detractors
Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?
LRCX
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

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image for news Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?
Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability
ASML, LRCX, MCO, NVDA
Published: November 12, 2025 by: Zacks Investment Research
Sentiment: Positive

LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

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image for news Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability
Cramer's Stop Trading: Lam Research
LRCX
Published: November 12, 2025 by: CNBC Television
Sentiment: Neutral

Jim Cramer breaks down why he's keeping an eye on shares of Lam Research.

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image for news Cramer's Stop Trading: Lam Research

About Lam Research Corporation (LRCX)

  • IPO Date 1984-05-04
  • Website https://www.lamresearch.com
  • Industry Semiconductors
  • CEO Timothy Archer
  • Employees 18600

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.