Lam Research Corporation (NASDAQ: LRCX) is a Technology company in the Semiconductors industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | S&P 500, NDX | P/E | 54.83 | EPS (ttm) | 5.76 | Insider Own | 0.33% | Shs Outstand | 1.25B | Perf Week | 8.84% |
| Market Cap | 394.98B | Forward P/E | 26.86 | EPS next Y | 11.76 | Insider Trans | -6.17% | Shs Float | 1.25B | Perf Month | 3.08% |
| Enterprise Value | 393.52B | PEG | 3.38 | EPS next Q | 2.15 | Inst Own | 63.09% | Short Float | 2.28% | Perf Quarter | -3.46% |
| Income | 7.26B | P/S | 17.00 | EPS this Y | 64.64% | Inst Trans | 0.00% | Short Ratio | 2.45 | Perf Half Y | 46.75% |
| Sales | 23.23B | P/B | 31.67 | EPS next Y | 24.01% | ROA | 30.88% | Short Interest | 28.42M | Perf YTD | 84.51% |
| Book/sh | 9.97 | P/C | 70.80 | EPS next 5Y | 16.22% | ROE | 66.97% | 52W High | 438.48 -27.97% | Perf Year | 200.60% |
| Cash/sh | 4.46 | P/FCF | 78.66 | EPS past 3/5Y | 20.16% 16.45% | ROIC | 40.77% | 52W Low | 104.46 202.35% | Perf 3Y | 349.91% |
| Dividend Est. | 1.32 (0.42%) | EV/EBITDA | 45.21 | Sales past 3/5Y | 10.06% 9.70% | Gross Margin | 50.47% | Volatility | 3.67% 3.80% | Perf 5Y | 422.22% |
| Dividend TTM | 1.04 (0.33%) | EV/Sales | 16.94 | EPS Y/Y TTM | 38.80% | Oper. Margin | 35.29% | ATR (14) | 15.73 | Perf 10Y | 3249.31% |
| Dividend Ex-Date | Sep 23, 2026 | Quick Ratio | 1.91 | Sales Y/Y TTM | 26.01% | Profit Margin | 31.27% | RSI (14) | 51.95 | Recom | 2.24 |
| Dividend Gr. 3/5Y | 14.96% 14.87% | Current Ratio | 2.63 | EPS Q/Q | 75.00% | SMA20 | 0.69% | Beta | 1.83 | Target Price | 375.94 |
| Payout | 17.49% | Debt/Eq | 0.33 | Sales Q/Q | 29.99% | SMA50 | -0.93% | Rel Volume | 0.49 | Prev Close | 320.42 |
| Employees | 23,300 | LT Debt/Eq | 0.32 | Earnings | Oct 21 | SMA200 | 20.27% | Avg Volume | 11.01M | Price | 315.84 |
| IPO Date | May 04, 1984 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 7.90% 0.86% | Net Debt/EBITDA | -0.17 | Volume | 5,438,991 | Change | -1.43% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Sep-09-26 | Reiterated | Berenberg Bank | $350 → $420 | |
| Sep-01-26 | Reiterated | UBS | Buy | $375 → $425 |
| Aug-25-26 | Reiterated | Mizuho | Outperform | $380 → $365 |
| Jul-30-26 | Reiterated | Deutsche Bank | Buy | $385 → $320 |
| Jul-30-26 | Reiterated | Wells Fargo | Overweight | $450 → $350 |
| Jul-30-26 | Reiterated | Jefferies | Buy | $200 → $335 |
| Jul-27-26 | Reiterated | HSBC | $247 → $333 | |
| Jul-20-26 | Reiterated | Evercore ISI Group | Outperform | $275 → $355 |
| Jul-10-26 | Reiterated | Stifel Nicolaus | Buy | $500 → $425 |
| Jul-06-26 | Reiterated | Morgan Stanley | Overweight | $331 → $404 |
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.
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| Line Item (USD, M) | TTM — | FY 2026 6/28/2026 | FY 2025 6/29/2025 | FY 2024 6/30/2024 | FY 2023 6/25/2023 | FY 2022 6/26/2022 | FY 2021 6/27/2021 | FY 2020 6/28/2020 | FY 2019 6/30/2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 23,232 | 23,233 | 18,436 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 11,507 | 11,507 | 9,457 | — | — | — | — | — | — | |
| Gross Profit | 11,726 | 11,725 | 8,979 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 1,149 | 1,150 | 982 | — | — | — | — | — | — | |
| Research and Development | 2,375 | 2,376 | 2,096 | — | — | — | — | — | — | |
| Other Operating Expense | 2 | 0 | 0 | — | — | — | — | — | — | |
| Operating Income | 8,199 | 8,200 | 5,901 | — | — | — | — | — | — | |
| Interest Expense | 123 | 0 | 178 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 188 | 63 | 235 | — | — | — | — | — | — | |
| Net Income Before Taxes | 8,263 | 8,262 | 5,958 | — | — | — | — | — | — | |
| Income Taxes | 998 | 997 | 600 | — | — | — | — | — | — | |
| Consolidated Net Income | 7,265 | 7,265 | 5,358 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 7,265 | 7,265 | 5,358 | — | — | — | — | — | — | |
| Net Income | 7,265 | 7,265 | 5,358 | — | — | — | — | — | — | |
| EPS (Recurring) | 5.79 | 5.79 | 4.17 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 5.79 | 5.79 | 4.17 | — | — | — | — | — | — | |
| EPS (Diluted) | 5.76 | 5.76 | 4.15 | — | — | — | — | — | — | |
| EBITDA | 8,704 | 8,704 | 6,344 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 54.83 | 65.81 | 23.42 | — | — | — | — | — | — | |
| Price To Sales Ratio | 17.06 | 20.48 | 6.78 | — | — | — | — | — | — | |
| Gross Margin | 50.47 | 50.47 | 48.70 | — | — | — | — | — | — | |
| Operating Margin | 35.29 | 35.29 | 32.01 | — | — | — | — | — | — | |
| Net Margin | 31.27 | 31.27 | 29.06 | — | — | — | — | — | — | |
| Shares Outstanding | 1,255 | 1,255 | 1,286 | — | — | — | — | — | — | |
| Market Capitalization | 396,379 | 475,758 | 124,999 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Varadarajan Seshasayee | Senior Vice President | Sep 02 '26 | Option Exercise | 39.25 | 39,750 | 1,560,047 | 233,026 | Sep 03 |
| Varadarajan Seshasayee | Senior Vice President | Sep 02 '26 | Sale | 291.32 | 27,480 | 8,005,474 | 205,546 | Sep 03 |
| Harter Ava | Chief Legal Officer | Aug 31 '26 | Sale | 302.46 | 5,000 | 1,512,300 | 42,462 | Sep 01 |
| ARCHER TIMOTHY | President and CEO | Aug 06 '26 | Sale | 300.00 | 30,000 | 9,000,000 | 1,075,966 | Aug 07 |
| ARCHER TIMOTHY | President and CEO | Aug 06 '26 | Option Exercise | 30.03 | 30,000 | 900,990 | 1,105,966 | Aug 07 |
| TALWALKAR ABHIJIT Y | Director | Jul 13 '26 | Sale | 335.00 | 18,282 | 6,124,470 | 87,142 | Jul 14 |
| ARCHER TIMOTHY | President and CEO | Jul 02 '26 | Option Exercise | 30.03 | 30,000 | 900,990 | 1,105,966 | Jul 06 |
| ARCHER TIMOTHY | President and CEO | Jul 02 '26 | Sale | 390.01 | 30,000 | 11,700,300 | 1,075,966 | Jul 06 |
| BRANDT ERIC | Director | Jun 12 '26 | Sale | 367.18 | 54,500 | 20,011,346 | 144,705 | Jun 15 |
| BRANDT ERIC | Director | Jun 11 '26 | Sale | 350.80 | 54,500 | 19,118,358 | 199,205 | Jun 15 |
| Fernandes Neil J | Senior Vice President | Jun 01 '26 | Sale | 309.60 | 7,659 | 2,371,226 | 58,470 | Jun 02 |
| Fernandes Neil J | Senior Vice President | May 01 '26 | Sale | 255.14 | 18,170 | 4,635,894 | 66,129 | May 04 |
| Harter Ava | Chief Legal Officer | Apr 27 '26 | Option Exercise | 77.04 | 6,010 | 463,004 | 59,215 | Apr 28 |
| Harter Ava | Chief Legal Officer | Apr 27 '26 | Sale | 258.66 | 6,010 | 1,554,547 | 53,205 | Apr 28 |
| Bettinger Douglas R | Chief Financial Officer & EVP | Mar 04 '26 | Option Exercise | 65.80 | 77,750 | 5,116,038 | 1,131,762 | Mar 05 |