$LRCX
Lam Research Corporation · NasdaqGS · Technology
- Market cap
- 384.97B
- Volume
- 8.36M
- P/E
- 53.50
- Day range
- 297.38 – 310.30
- 52w range
- 104.46 – 438.50
- Analyst target
- 370.87
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$LRCX +5.12% at 307.65 Lam Research Corporation — institutional ownership, hedge-fund activity and insider flow in one page. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/LRCX
Company summary
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.
Institutional ownership
Institutions hold 88.96% · insiders 0.28% · 4,083 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 132.73M | $40.83B | 10.61% | 2026-06-30 |
| Vanguard Capital Management LLC | 81.68M | $25.13B | 6.53% | 2026-06-30 |
| State Street Corporation | 60.70M | $18.68B | 4.85% | 2026-06-30 |
| Invesco Ltd. | 52.32M | $16.10B | 4.18% | 2026-06-30 |
| JPMORGAN CHASE & CO | 45.32M | $13.94B | 3.62% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 36.64M | $11.27B | 2.93% | 2026-06-30 |
| Geode Capital Management, LLC | 34.51M | $10.62B | 2.76% | 2026-06-30 |
| FMR, LLC | 33.68M | $10.36B | 2.69% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 24.60M | $7.57B | 1.97% | 2026-06-30 |
| Morgan Stanley | 19.22M | $5.91B | 1.54% | 2026-06-30 |
Hedge fund & billionaire activity
No tracked billionaire fund currently reports a position in LRCX. Browse all portfolios
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| VARADARAJAN SESHASAYEE | Officer | Conversion of Exercise of derivative security at price 30.03 - 59.88 per share. | 39.8K | 2026-09-02 |
| VARADARAJAN SESHASAYEE | Officer | Sale at price 291.32 per share. | 59.8K | 2026-09-02 |
| HARTER AVA | Officer | Sale at price 302.46 per share. | 5.0K | 2026-08-31 |
| ARCHER TIMOTHY M | Chief Executive Officer | Conversion of Exercise of derivative security at price 30.03 per share. | 30.0K | 2026-08-06 |
| ARCHER TIMOTHY M | Chief Executive Officer | Sale at price 300.00 per share. | 30.0K | 2026-08-06 |
| TALWALKAR ABHIJIT Y | Director | Sale at price 335.00 per share. | 18.3K | 2026-07-13 |
| ARCHER TIMOTHY M | Chief Executive Officer | Conversion of Exercise of derivative security at price 30.03 per share. | 30.0K | 2026-07-02 |
| ARCHER TIMOTHY M | Chief Executive Officer | Sale at price 390.01 per share. | 30.0K | 2026-07-02 |
| BRANDT ERIC K | Director | Sale at price 355.71 - 373.09 per share. | 54.5K | 2026-06-12 |
| BRANDT ERIC K | Director | Sale at price 337.56 - 364.00 per share. | 54.5K | 2026-06-11 |
| FERNANDES NEIL J | Officer | Sale at price 309.60 per share. | 7.7K | 2026-06-01 |
| FERNANDES NEIL J | Officer | Sale at price 255.14 per share. | 18.2K | 2026-05-01 |
Analyst ratings
Consensus score 1.46 (1 = strong buy, 5 = sell) · mean target 370.87
- UBSBuymain2026-09-01
- MizuhoOutperformmain2026-08-25
- Morgan StanleyOverweightmain2026-07-30
- B. Riley SecuritiesBuymain2026-07-30
- Wells FargoOverweightmain2026-07-30
- NeedhamBuyreit2026-07-30
- JefferiesBuymain2026-07-30
- Evercore ISI GroupOutperformmain2026-07-20
- StifelBuymain2026-07-10
- NeedhamBuymain2026-07-10
Earnings
Next report: 2026-10-21
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 1.26 | 1.22 | 0.04 |
| 4Q2025 | 1.27 | 1.17 | 0.10 |
| 1Q2026 | 1.47 | 1.36 | 0.11 |
| 2Q2026 | 1.82 | 1.68 | 0.14 |
SEC filings
- 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
- 8-K/ACorporate Changes & Voting Matters2026-02-04Open
- 8-KCorporate Changes & Voting Matters2026-02-03Open
- 10-QPeriodic Financial Reports2026-01-29Open
Latest LRCX news
- Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?
Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares. The filing says the sale followed a Rule 10b5-1 plan adopted on April 28. On August 6, CEO Timothy Archer exercised 30,000 options at $30.033 and sold 30,000 shares at […]
Sat, 05 Sep 2026 06:21:59 +0000
- 4 Stocks to Buy That Declared Dividend Hikes Amid Geopolitical Woes
PECO, NRIM, NDSN and LRCX raise dividends as geopolitical tensions fuel oil prices, inflation fears and market volatility.
Fri, 04 Sep 2026 13:37:00 +0000
- Is the Options Market Predicting a Spike in Lam Research Stock?
Investors need to pay close attention to LRCX stock based on the movements in the options market lately.
Fri, 04 Sep 2026 12:50:00 +0000
- This Chip Equipment Stock Just Raised Its Dividend by 26.9%.
Lam Research raised its quarterly dividend by 26.9% to $0.33 per share after posting record June-quarter revenue.
Thu, 03 Sep 2026 23:30:02 +0000
- Lam Research (LRCX) Rises Higher Than Market: Key Facts
The latest trading day saw Lam Research (LRCX) settling at $292.66, representing a +1.51% change from its previous close.
Thu, 03 Sep 2026 21:45:02 +0000
- Lam Research (LRCX) Stock Looks Fully Priced After Its Big Run
Lam Research stock has delivered very strong long term gains over the past five years, yet the broader valuation checks now lean toward the shares looking expensive rather than like a clear bargain. After such a strong run, the recent pullback raises a simple question for investors about what kind of expectations are now built into the price. The stock has returned about 420.5% over five years, which suggests that a lot of optimism is already reflected in Lam Research’s market value. Lam...
Thu, 03 Sep 2026 16:16:12 +0000
- Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]
Wed, 02 Sep 2026 15:07:06 +0000
- From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts
Lam Research, Altria and Intuit recently raised dividends, offering contrasting profiles in growth, yield and payout ratios across semiconductor, tobacco and software sectors.
Wed, 02 Sep 2026 14:25:00 +0000