$LRCX

Generating a unique summary for LRCX…

AI-generated for information only — not investment advice.

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require precise control at nanoscale dimensions; Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for deep silicon etch; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; Sense.i platform products; and customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Institutions hold 88.88% · insiders 0.28% · 4,051 institutions

No tracked billionaire fund currently reports a position in LRCX. Browse all portfolios

Consensus score 1.38 (1 = strong buy, 5 = sell) · mean target 364.03

• UBSBuymain2026-10-22
• CitigroupBuymain2026-10-22
• Morgan StanleyOverweightmain2026-10-22
• MizuhoOutperformmain2026-10-22
• NeedhamBuymain2026-10-22
• Evercore ISI GroupOutperformmain2026-10-20
• Morgan StanleyOverweightmain2026-10-05
• B. Riley SecuritiesBuymain2026-10-01
• UBSBuymain2026-09-01
• MizuhoOutperformmain2026-08-25

Next report: 2026-10-21

• 10-QPeriodic Financial Reports2026-10-22Open
• 8-KCorporate Changes & Voting Matters2026-10-21Open
• DEF 14AProxy Statements2026-09-24Open
• 8-KCorporate Changes & Voting Matters2026-08-27Open
• 10-KPeriodic Financial Reports2026-08-07Open
• 8-KCorporate Changes & Voting Matters2026-07-29Open
• 11-KAnnual report of employee stock purchase2026-06-25Open
• SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-06-01Open
• 10-QPeriodic Financial Reports2026-04-23Open
• 8-KCorporate Changes & Voting Matters2026-04-22Open

• Lam Research (LRCX) Stock Faces Q1 Earnings Quality Questions After Records

  Lam Research just posted its Q1 2027 scorecard with record revenue of US$8.22b and non GAAP earnings per share of US$2.20, yet the stock barely flinched. The share price slipped a fraction to around US$230, essentially flat on the day after a tough few weeks where the stock has fallen about 25% over three months. Markets seemed numb to a quarter that reset both top line and margin records, treating it as already priced in. The real story is how that strength aligns with a richer multiple and...

  Sat, 24 Oct 2026 16:11:05 +0000

• The AI Trade Is Shifting From Chip Stocks to Cybersecurity

  Software leaders got a big boost this week and chip stocks were crushed as the AI tech investing landscape continues to shift.

  Sat, 24 Oct 2026 15:44:00 +0000

• AMD Stock Fell 8% in a Day as Lam Research’s Supply Warning Sank Chip Stocks. Here’s Where the Stock Could Go by 2030

  Key Stats for AMD StockCurrent Price: $507. 93Target Price (Mid): ~$2,330Street Target: ~$638Potential Total Return: ~359%Annualized IRR: ~44% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Advanced Micro Devices (AMD:NASDAQ) closed at $507.

  Fri, 23 Oct 2026 20:34:13 +0000

• The Trouble for Lam Research, Applied Materials, and KLA Stock Could Be Just Getting Started

  Lam Research, Applied Materials, and KLA are all under pressure. Citi believes there’s even more downside potential after the three stocks have booked big declines as of late.

  Fri, 23 Oct 2026 16:30:00 +0000

• AI chip sell-off is ‘unmoored from fundamentals,’ LYNX says

  Investing.com -- The Nasdaq Composite plunged 2.6% on Thursday as technology stocks sold off sharply, but the intensity of the decline went beyond fundamentals, according to LYNX Equity Strategies.

  Fri, 23 Oct 2026 16:04:41 +0000

• Buy pullback in this chip stock, Mizuho says

  Investing.com -- Mizuho reiterated its Outperform rating on Lam Research and recommended buying the stock after an after-hours pullback following its quarterly results, in a new note to clients. The firm trimmed its price target for LRCX to $360 from $365.

  Fri, 23 Oct 2026 13:17:24 +0000

• NVDA vs. LRCX: Which AI Semiconductor Stock Is the Better Buy?

  Both NVIDIA and Lam Research benefit from the AI boom, but NVIDIA's faster growth, stronger margins and lower valuation give it an edge. Here's why.

  Fri, 23 Oct 2026 12:26:00 +0000

• Applied Materials Stock Is Down 48% From Its Peak. Here’s What Its 50%-Growth Inspection Business Means for Shares

  Key Stats for Applied Materials StockCurrent Price: $375. 58Target Price (Mid): ~$710Street Target: ~$628Potential Total Return: ~89%Annualized IRR: ~17% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Applied Materials (AMAT:NASDAQ) closed at $375.

  Fri, 23 Oct 2026 20:30:50 +0000