LRCX icon

Lam Research

99.09 USD
+0.15
0.15%
At close Jul 30, 4:00 PM EDT
Pre-market
90.75
-8.34
8.42%
1 day
0.15%
5 days
1.56%
1 month
1.80%
3 months
38.26%
6 months
22.74%
Year to date
36.79%
1 year
15.91%
5 years
161.80%
10 years
1,160.69%
 

About: Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.

Employees: 18,600

0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 12 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

95% more first-time investments, than exits

New positions opened: 267 | Existing positions closed: 137

35% more funds holding in top 10

Funds holding in top 10: 23 [Q4 2024] → 31 (+8) [Q1 2025]

34% more repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 539

6% more funds holding

Funds holding: 1,659 [Q4 2024] → 1,759 (+100) [Q1 2025]

4% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.72B

0.57% less ownership

Funds ownership: 80.17% [Q4 2024] → 79.6% (-0.57%) [Q1 2025]

1% less capital invested

Capital invested by funds: $74.7B [Q4 2024] → $74.2B (-$470M) [Q1 2025]

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$83
16%
downside
Avg. target
$107
8%
upside
High target
$120
21%
upside

12 analyst ratings

positive
75%
neutral
25%
negative
0%
Stifel
Brian Chin
11%upside
$110
Buy
Maintained
29 Jul 2025
Barclays
Tom O'Malley
16%downside
$83
Equal-Weight
Maintained
28 Jul 2025
UBS
Timothy Arcuri
21%upside
$120
Buy
Maintained
21 Jul 2025
Keybanc
Steve Barger
16%upside
$115
Overweight
Maintained
15 Jul 2025
Mizuho
Vijay Rakesh
16%upside
$115
Outperform
Maintained
14 Jul 2025

Financial journalist opinion

Based on 38 articles about LRCX published over the past 30 days

Neutral
Seeking Alpha
10 hours ago
Lam Research Corporation (LRCX) Q4 2025 Earnings Call Transcript
Lam Research Corporation (NASDAQ:LRCX ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Douglas R. Bettinger - Executive VP & CFO Ram Ganesh - Vice President of Investor Relations Timothy M.
Lam Research Corporation (LRCX) Q4 2025 Earnings Call Transcript
Positive
Seeking Alpha
10 hours ago
Lam Research's Atomic‑Level Moat Powers The AI Chip Boom
Lam Research has a wide moat due to advanced technology, patents, scale, and integration with top chipmakers, making it difficult to replace. The company benefits from secular growth in some sectors of semiconductors, driven by AI, smart devices, and demand for more powerful, efficient chips. Recurring revenue streams from post-sales services and spare parts add stability and higher margins, rare for hardware companies.
Lam Research's Atomic‑Level Moat Powers The AI Chip Boom
Positive
Zacks Investment Research
13 hours ago
Lam Research (LRCX) Q4 Earnings and Revenues Top Estimates
Lam Research (LRCX) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.81 per share a year ago.
Lam Research (LRCX) Q4 Earnings and Revenues Top Estimates
Positive
Reuters
15 hours ago
Lam Research forecasts upbeat quarterly revenue on strong chip equipment demand
Lam Research forecast first-quarter revenue above Wall Street expectations on Wednesday, driven by strong demand for its specialized chip-making equipment used in developing advanced artificial intelligence processors, sending its shares up over 4% in extended trading.
Lam Research forecasts upbeat quarterly revenue on strong chip equipment demand
Neutral
PRNewsWire
15 hours ago
Lam Research Corporation Reports Financial Results for the Quarter Ended June 29, 2025
FREMONT, Calif. , July 30, 2025 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended June 29, 2025 (the "June 2025 quarter").
Lam Research Corporation Reports Financial Results for the Quarter Ended June 29, 2025
Neutral
24/7 Wall Street
19 hours ago
Live Analysis: Lam Research (LRCX) Earnings Drop After the Bell
Lam Research reports tonight after the bell. Earnings should drop shortly after 4 p.m.
Live Analysis: Lam Research (LRCX) Earnings Drop After the Bell
Positive
Zacks Investment Research
5 days ago
Lam Research (LRCX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Lam Research (LRCX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Neutral
MarketBeat
6 days ago
Congress Is Dumping These 5 Stocks—Should You Follow?
Congress members are buying and selling stocks in 2025, and the cash flows are important for investors to note. Congressional traders have unique insight into market dynamics and can signal great buys or not.
Congress Is Dumping These 5 Stocks—Should You Follow?
Positive
Zacks Investment Research
6 days ago
LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?
Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.
LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?
Positive
Zacks Investment Research
1 week ago
4 Technology Stocks Poised to Beat Earnings Estimates in Q2
Here, we have picked four technology stocks, META, LRCX, FLEX and STX, which are likely to pull off earnings surprises in second-quarter 2025.
4 Technology Stocks Poised to Beat Earnings Estimates in Q2
Charts implemented using Lightweight Charts™