LRCX icon

Lam Research

100.66 USD
-0.13
0.13%
At close Jul 18, 4:00 PM EDT
After hours
100.66
+0.00
0.00%
1 day
-0.13%
5 days
0.09%
1 month
9.13%
3 months
61.34%
6 months
23.51%
Year to date
38.96%
1 year
5.67%
5 years
184.51%
10 years
1,205.58%
 

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 7,321 funds
0
Analysts bullish %
of 17 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: 721 | Existing positions reduced: 538

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 (-$471M) [Q1 2025]

Research analyst outlook

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

Low target
$70
30%
downside
Avg. target
$98
2%
downside
High target
$115
14%
upside

17 analyst ratings

13 positive
76%
neutral
24%
negative
0%
Keybanc
Steve Barger
14%upside
$115
Overweight
Maintained
15 Jul 2025
Mizuho
Vijay Rakesh
14%upside
$115
Outperform
Maintained
14 Jul 2025
Goldman Sachs
Toshiya Hari
14%upside
$115
Buy
Initiated
10 Jul 2025
Wells Fargo
Joseph Quatrochi
6%downside
$95
Equal-Weight
Maintained
8 Jul 2025
Citigroup
Atif Malik
7%upside
$108
Buy
Maintained
7 Jul 2025

Financial journalist opinion

Based on 35 articles about LRCX published over the past 30 days

Positive
Seeking Alpha
11 hours ago
Our Top 10 High Growth Dividend Stocks - July 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Our Top 10 High Growth Dividend Stocks - July 2025
Positive
Schwab Network
2 days ago
Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip.
Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
Neutral
Zacks Investment Research
2 days ago
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
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.
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
Positive
Zacks Investment Research
2 days ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Negative
The Motley Fool
3 days ago
Why Lam Research Stock Dropped on Wednesday
Dutch semiconductor equipment manufacturer ASML (ASML -9.22%) warned investors that its sales might not grow at all in 2026, and the bad news isn't just crashing ASML stock -- it's taking down rival semi equipment maker Lam Research (LRCX -2.22%) as well.
Why Lam Research Stock Dropped on Wednesday
Neutral
CNBC Television
3 days ago
Cramer's Stop Trading: Lam Research
Jim Cramer breaks down why he's keeping an eye on shares of Lam Research.
Cramer's Stop Trading: Lam Research
Negative
Zacks Investment Research
5 days ago
Lam Research (LRCX) Stock Sinks As Market Gains: Here's Why
In the most recent trading session, Lam Research (LRCX) closed at $99.62, indicating a -2.07% shift from the previous trading day.
Lam Research (LRCX) Stock Sinks As Market Gains: Here's Why
Positive
Zacks Investment Research
5 days ago
Will ALD and Etch Deal Wins Anchor LRCX's Systems Revenue Growth?
Lam Research posts strong systems growth fueled by wins for Halo, Striker, and Akara in NAND and DRAM markets.
Will ALD and Etch Deal Wins Anchor LRCX's Systems Revenue Growth?
Positive
The Motley Fool
1 week ago
This Magnificent Semiconductor Stock Has Shot Up 60% in 3 Months. It Can Still Soar Higher.
Lam Research (LRCX 0.64%) stock has made a parabolic move in the past three months, jumping an impressive 60% in this short period and outperforming the tech-laden Nasdaq Composite index's 31% returns by a huge margin. The good part is that Lam Research is trading at attractive levels despite this impressive surge.
This Magnificent Semiconductor Stock Has Shot Up 60% in 3 Months. It Can Still Soar Higher.
Positive
The Motley Fool
1 week ago
10 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
Are you looking for passive growth investments with staying power that you won't need to constantly monitor? That's a combination that doesn't often co-exist for any individual stock.
10 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
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