LRCX icon

Lam Research
LRCX

100.15 USD
-3.94
3.79%
At close Updated Aug 29, 4:00 PM EDT
Pre-market
After hours
99.93
-0.22
0.22%
1 day
-3.79%
5 days
0.17%
1 month
1.22%
3 months
19%
6 months
30.51%
Year to date
38.25%
1 year
25.61%
5 years
197.8%
10 years
1,275.69%
 

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: 19,000

Technology Semiconductor Equipment & Materials
0
Funds holding %
of 7,446 funds
0
Analysts bullish %
of 16 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

82% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 131

52% more funds holding in top 10

Funds holding in top 10: 31 [Q1] → 47 (+16) [Q2]

37% more capital invested

Capital invested by funds: $74.2B [Q1] → $102B (+$27.8B) [Q2]

12% more repeat investments, than reductions

Existing positions increased: 731 | Existing positions reduced: 650

3% more funds holding

Funds holding: 1,773 [Q1] → 1,835 (+62) [Q2]

2.33% more ownership

Funds ownership: 79.63% [Q1] → 81.96% (+2.33%) [Q2]

13% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.85B

See Fund Rankings

Research analyst outlook

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

Low target
$83
-17% downside
Avg. target
$112
12% upside
High target
$120
20% upside

16 analyst ratings

13  positive
81%
3  neutral
19%
0  negative
0%
Cantor Fitzgerald
C.J. Muse
19% upside
$120
Overweight
Maintained
21 Aug 2025
Citigroup
Atif Malik
12% upside
$113
Buy
Maintained
1 Aug 2025
Argus Research
Jim Kelleher
19% upside
$120
Buy
Maintained
1 Aug 2025
Mizuho
Vijay Rakesh
19% upside
$120
Outperform
Maintained
1 Aug 2025
Wells Fargo
Joseph Quatrochi
2% downside
$98
Equal-Weight
Maintained
31 Jul 2025
See Analyst Rankings

Financial journalist opinion

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

Neutral
Zacks Investment Research
22 hours ago
Lam Research (LRCX) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Lam Research (LRCX) stood at $100.11, denoting a -3.82% move from the preceding trading day.
Lam Research (LRCX) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Positive
Zacks Investment Research
yesterday
Why Is Lam Research (LRCX) Up 9.8% Since Last Earnings Report?
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
Why Is Lam Research (LRCX) Up 9.8% Since Last Earnings Report?
Neutral
PRNewsWire
2 days ago
Lam Research Corporation Announces a 13% Increase in Quarterly Dividend
FREMONT, Calif. , Aug. 28, 2025 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a $0.03, or 13%, increase in its quarterly dividend, from $0.23 to $0.26 per share of common stock.
Lam Research Corporation Announces a 13% Increase in Quarterly Dividend
Positive
Invezz
2 days ago
These two semiconductor stocks are direct beneficiaries of blockbuster Nvidia earnings
Nvidia Corp's (NASDAQ: NVDA) Q2 earnings reaffirmed its dominance in the AI infrastructure race, with adjusted earnings and revenue beating expectations and guidance pointing to continued growth above 50%. While data center revenue narrowly missed expectations, the semiconductor firm's bullish forecast and commentary on up to $4.
These two semiconductor stocks are direct beneficiaries of blockbuster Nvidia earnings
Negative
Benzinga
3 days ago
5 High-Flying Stocks Set For A Pullback
Major U.S. stock indices rose to new all-time highs last week on the hopes of finally securing a rate cut from the Federal Reserve in September. However, the rally seems much higher than you'd expect from a possible 25-basis-point cut, which is the most the Fed is likely to do next month.
5 High-Flying Stocks Set For A Pullback
Positive
Zacks Investment Research
3 days ago
LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?
Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.
LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?
Positive
Zacks Investment Research
5 days ago
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
Negative
Zacks Investment Research
9 days ago
Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?
Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.
Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?
Positive
Zacks Investment Research
9 days ago
Here's Why Lam Research (LRCX) is a Strong Momentum Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Here's Why Lam Research (LRCX) is a Strong Momentum Stock
Positive
Zacks Investment Research
9 days ago
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
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