Lam Research Corporation (LRCX) Is a Trending Stock: Facts to Know Before Betting on It
Lam Research (LRCX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Stock Taper 
LRCX
$318.84
▼ DOWN 0.55% (-1.75)
KEY STATISTICS
Market Cap$400.03 B
52w High$438.50
52w Low$131.02
Dividend Yield0.37%
FrequencyQuarterly
P/E54.78
Volume4.59M
Shares Out.1.25B
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Timothy Archer
COMPENSATION 2026
Salary$1,316,625
Stock Awards$33,539,410
Incentive Plan Pay$5,442,278
All Other Comp.$56,162
Total$40,354,475
ABOUT
SECTOR
Technology
WENT PUBLIC
May 4, 1984
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
23,300
PRICE TARGET
Target High$500.00
Target Low$290.00
Target Median$365.00
Target Consensus$375.68
UPCOMING EARNINGS
DateOct 21, 2026
DayWednesday
Rev. Est.$8.13B
OCT
21
WED
SPLIT RECORD
| DATE | TYPE | RATIO |
|---|---|---|
| 2024-10-03 | Forward | 10:1 |
| 2000-03-17 | Forward | 3:1 |
| 1993-09-16 | Forward | 3:2 |
ETFS HOLDING THIS STOCK
ETFS HOLDING
1,568
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
41.42%
HOLDERS
3,540
TOP 8 OF 3,540 · RANKED BY POSITION SIZE
PRICE
$318.84 ▼ DOWN 0.55% (−$1.75)About Lam Research Corporation
https://www.lamresearch.com ↗Lam Research designs and services semiconductor equipment, offering solutions for film deposition, etching, cleaning, and metrology used globally in integrated circuit manufacturing.
INDUSTRY
Semiconductors
A PRODUCT LAM RESEARCH CORPORATION IS KNOWN FOR
ALTUS Halo
The world's first molybdenum-based ALD tool advances semiconductor metallization, enabling scaling of cutting-edge memory and logic chips for AI, cloud computing, and next-generation smart devices.
Lam Research in 2025
SENTIMENT: + POSITIVE
EARNINGS · OCTOBER 2025
Lam Research Reports Record Quarterly Revenue and Raises Full-Year Industry Outlook, Fueled by Surging AI Demand
In its quarterly earnings report on October 22, 2025, Lam Research announced record revenue of $5.32 billion, citing massive, accelerating demand for AI-related semiconductors as a primary growth driver. The company also raised its 2025 forecast for the entire Wafer Fabrication Equipment (WFE) market, signaling strong, sustained growth and cementing its crucial role in the AI hardware supply chain.
OPERATIONAL · NOVEMBER 2025 · COMPLETED
Lam Research Invests $65 Million in Oregon Expansion to Bolster R&D and Manufacturing for the AI Era
Lam Research made a significant strategic investment in its future growth by opening a new $65 million, 120,000-square-foot office building at its Tualatin, Oregon campus. This expansion is a key part of the company's multi-year strategy to enhance its facilities and infrastructure to meet the expected surge in demand from a projected $1 trillion semiconductor industry. The new building will provide capacity for up to 700 employees, primarily supporting the company's research and development operations.
Latest News
EARLIER COVERAGE
Lam Research Stocks Fall 2.1% as AI Spending Lifts Target 33%
Lam Research (LRCX), the semiconductor etching-and-deposition equipment supplier, received a higher price target from Cantor Fitzgerald, yet shares stood at $32
4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom
NVIDIA, Applied Materials, TSMC and Lam Research pair strong EPS consistency with durable growth as AI fuels chip and equipment demand.
Should You Invest in Lam Research Stock Despite Its Premium Valuation?
LRCX's premium valuation is backed by surging earnings, improving margins and AI-driven demand across advanced packaging, HBM and chipmaking.
Zacks Industry Outlook Applied Materials, Lam Research and FormFactor
Applied Materials, Lam Research and FormFactor have been highlighted in this Industry Outlook article.
3 Stocks to Buy From the Prospering Semiconductor Industry
The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.
3 Stocks From AI & Energy to Buy Before Q3 Earnings Kick Off
LRCX, TSMC and MPC offer exposure to AI and energy as Q3 earnings estimates point to strong growth and potential catalysts.
Lam Research Stocks Fall as $390 Target Meets Earnings Test
Lam Research, the wafer-fabrication equipment supplier (LRCX), slipped approximately 0.8% at 11.14am ET to $344.64 in the October 5 snapshot, despite a higher B
Lam Research Corporation $LRCX Shares Sold by Neville Rodie & Shaw Inc.
Neville Rodie and Shaw Inc. trimmed its holdings in Lam Research Corporation (NASDAQ: LRCX) by 5.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 228,646 shares of the semiconductor company's stock after selling 14,381 shares during the quarter. Lam Research makes
AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?
LRCX sees NAND upside as AI boosts storage demand, with its served market per wafer set to double from 128 to 500-plus layers.
SHOWING 2–10 OF 15
RATINGS SNAPSHOT
Overall rating: B
Discounted Cash Flow3
Return On Equity5
Return On Assets5
Debt To Equity2
Price To Earnings1
Price To Book1
Overall Score3
MOST RECENT ANALYST GRADES
GRADE SUMMARY
BUY 10
OUTPERFORM 5
OVERWEIGHT 4
POSITIVE 1
EQUAL WEIGHT 1
21 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 MU | $1066.46 | COMPARE |
 ASML | $1781.46 | COMPARE |
 INTC | $115.12 | COMPARE |
 AMAT | $508.31 | COMPARE |
 ARM | $304.32 | COMPARE |
 TXN | $298.14 | COMPARE |
 ANET | $213.87 | COMPARE |
 KLAC | $196.21 | COMPARE |
TRADES BY CONGRESS
SENATE TRADES
Sheldon Whitehouse
Sale (Partial)
2026-08-13
HOUSE TRADES
David J. Taylor
Sale (Full)
2026-06-05
David Taylor
Sale (Full)
2026-06-05
SENATE TRADES
Alan Armstrong
Purchase
2026-03-27
INSIDER TRADES
★
DIRECTOR
Mayer Bethany
Sale · 9.6K shares
2026-09-09
★
OFFICER: PRESIDENT AND CEO
ARCHER TIMOTHY
Sale · 30.0K shares
2026-09-09
★
OFFICER: PRESIDENT AND CEO
ARCHER TIMOTHY
Purchase · 30.0K shares
2026-09-09
★
OFFICER: SENIOR VICE PRESIDENT
Varadarajan Seshasayee
Sale · 27.5K shares
2026-09-02