L

    Lam Research Corp (LRCX)

    Official site

    TECHNOLOGY • SEMICONDUCTOR EQUIPMENT & MATERIALS • NASDAQ

    $301.49
    -0.41 (-0.14%)

    Market Cap: $377.26B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    98%(39/40)
    Avg Surprise
    +7.26%
    Streak
    17 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$2.18
    Range$2.09 - $2.28
    25 analysts
    EPS Revisions
    21
    0
    7d
    22
    0
    30d
    EPS Estimate Drift
    90d ago$1.80-17.3%
    60d ago$1.81-17.1%
    30d ago$1.82-16.4%
    7d ago$2.18+0.0%
    Current$2.18
    Revenue Consensus
    $8.1B
    Range$7.9B - $8.4B
    24 analysts
    Period ending Dec 31, 2026
    EPS Consensus$2.31
    Range$2.11 - $2.55
    25 analysts
    EPS Revisions
    21
    0
    7d
    22
    0
    30d
    EPS Estimate Drift
    90d ago$1.95-15.6%
    60d ago$1.96-15.1%
    30d ago$1.98-14.1%
    7d ago$2.31+0.0%
    Current$2.31
    Revenue Consensus
    $8.5B
    Range$8.1B - $8.9B
    24 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.31---
    Sep 26EST
    		-$2.18---
    Jun 26
    Reported Jul 29
    		$1.82$1.69+7.69%Beat+36.8%
    Mar 26
    Reported Apr 22
    		$1.47$1.36+8.09%Beat+41.3%
    Dec 25
    Reported Jan 28
    		$1.27$1.17+8.55%Beat+39.6%
    Sep 25
    Reported Oct 22
    		$1.26$1.22+3.28%Beat+46.5%
    Jun 25
    Reported Jul 30
    		$1.33$1.21+9.92%Beat+64.2%
    Mar 25
    Reported Apr 23
    		$1.04$1.00+4.00%Beat+33.3%
    Dec 24
    Reported Jan 29
    		$0.91$0.88+3.41%Beat+21.3%
    Sep 24
    Reported Oct 23
    		$0.86$0.81+6.17%Beat+24.6%
    Jun 24
    Reported Jul 31
    		$0.81$0.76+6.58%Beat+35.0%
    Mar 24
    Reported Apr 24
    		$0.78$0.73+6.85%Beat+11.4%
    Dec 23
    Reported Jan 24
    		$0.75$0.71+5.63%Beat-29.9%
    Sep 23
    Reported Oct 18
    		$0.69$0.61+13.11%Beat-33.7%
    Jun 23
    Reported Jul 26
    		$0.60$0.51+17.65%Beat-31.8%
    Mar 23
    Reported Apr 19
    		$0.70$0.65+7.69%Beat-5.4%
    Dec 22
    Reported Jan 25
    		$1.07$1.00+7.00%Beat+25.9%
    Sep 22
    Reported Oct 19
    		$1.04$0.95+9.47%Beat+23.8%
    Jun 22
    Reported Jul 27
    		$0.88$0.73+20.55%Beat+8.6%
    Mar 22
    Reported Apr 20
    		$0.74$0.75-1.33%Miss-1.3%
    Dec 21
    Reported Jan 26
    		$0.85$0.85+0.00%Beat+41.7%
    Sep 21
    Reported Oct 20
    		$0.84$0.82+2.44%Beat+47.4%
    Jun 21
    Reported Jul 28
    		$0.81$0.76+6.58%Beat+68.8%
    Mar 21
    Reported Apr 21
    		$0.75$0.66+13.64%Beat+87.5%
    Dec 20
    Reported Jan 27
    		$0.60$0.57+5.26%Beat+50.0%
    Sep 20
    Reported Oct 21
    		$0.57$0.52+9.62%Beat+78.1%
    Jun 20
    Reported Jul 29
    		$0.48$0.41+17.07%Beat+33.3%
    Mar 20
    Reported Apr 22
    		$0.40$0.38+5.26%Beat+8.1%
    Dec 19
    Reported Jan 29
    		$0.40$0.39+2.56%Beat+2.6%
    Sep 19
    Reported Oct 23
    		$0.32$0.30+6.67%Beat-5.9%
    Jun 19
    Reported Jul 31
    		$0.36$0.34+5.88%Beat-32.1%
    Mar 19
    Reported Apr 24
    		$0.37$0.34+8.82%Beat-22.9%
    Dec 18
    Reported Jan 23
    		$0.39$0.37+5.41%Beat-9.3%
    Sep 18
    Reported Oct 16
    		$0.34$0.32+6.25%Beat-2.9%
    Jun 18
    Reported Jul 26
    		$0.53$0.49+8.16%Beat+71.0%
    Mar 18
    Reported Apr 17
    		$0.48$0.44+9.09%Beat+71.4%
    Dec 17
    Reported Jan 24
    		$0.43$0.37+16.22%Beat+95.5%
    Sep 17
    Reported Oct 17
    		$0.35$0.33+6.06%Beat+94.4%
    Jun 17
    Reported Jul 26
    		$0.31$0.30+3.33%Beat-
    Mar 17
    Reported Apr 18
    		$0.28$0.26+7.69%Beat-
    Dec 16
    Reported Jan 25
    		$0.22$0.22+0.00%Beat-
    Sep 16
    Reported Oct 19
    		$0.18$0.18+0.00%Beat-

    Dividends

    Dividend Metrics

    Yield0.34%
    Annual/Share$1.04
    Payout Ratio19.38%
    Frequency4
    Pay MonthsJan, Apr, Jul, Oct

    Growth

    3Y CAGR+14.96%
    5Y CAGR+14.87%
    View LRCX's full dividend history

    Key Metrics

    Valuation
    P/E Ratio51.80EV/EBITDA44.78x
    Price/FCF77.03xFCF Yield1.30%
    Profitability
    Profit Margin31.30%Operating Margin37.40%
    ROE65.10%ROIC46.85%
    Financial Health
    Debt/Equity0.35xInterest CoverageN/A
    Current Ratio2.54xQuick Ratio1.77x
    Trading Statistics
    Beta1.86Avg Volume8.09M
    52-Week High$438.5052-Week Low$95.91

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$311.93
    SMA 20$315.94
    SMA 50$329.46
    SMA 200$257.86
    EMA 10$311.32
    EMA 20$313.77
    EMA 50$317.16
    EMA 200$263.77

    MACD

    Line: -3.17Signal: -2.24Hist: -0.92

    ADX

    ADX: 7.9+DI: 23.0-DI: 25.7

    Aroon & PSAR

    Aroon Up60.0
    Aroon Down8.0
    PSAR$335.14

    Bollinger Bands

    Upper Band$339.41
    Lower Band$292.46
    %B Position1486%(Upper)
    Band Width0.19

    RSI (14-Day)

    Neutral
    44.3

    Momentum Oscillators

    Stoch %K20.1
    Stoch %D29.0
    Williams %R-92.2
    ROC (10d)-12.3%
    Momentum-42.35
    CCI (20d)-118.6
    MFI (14d)41.5

    Volatility Measures

    ATR (14d)$17.22(5.7%)
    StdDev (20d)11.74
    Hist Vol54.8%(High)

    Volume Flow

    VWAP$301.22
    OBV495.7M
    AD Line-427.4M
    CMF (20d)0.087

    Volume Metrics

    Avg Vol (20d)8.0M
    Vol Ratio0.9x
    VWMA (20d)$316.47

    Pivot Points

    R3$330.35
    R2$324.32
    R1$313.11
    Pivot Point$307.08
    S1$295.87
    S2$289.84
    S3$278.63

    Advanced Oscillators

    TSI-4.14
    Ultimate Osc53.6
    KST-7.03

    Financial Data

    QuarterMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023Jun 2023
    Total Revenue$5.84B$5.34B$5.32B$5.17B$4.72B$4.38B$4.17B$3.87B$3.79B$3.76B$3.48B$3.21B
    Cost of Revenue$2.93B$2.69B$2.64B$2.58B$2.41B$2.30B$2.17B$2.03B$1.99B$2.00B$1.83B$1.75B
    Gross Profit$2.91B$2.65B$2.68B$2.59B$2.31B$2.07B$2.00B$1.84B$1.80B$1.76B$1.65B$1.46B
    Operating Expenses$863.51M$840.96M$855.79M$848.58M$751.93M$739.10M$738.49M$713.54M$743.42M$700.24M$631.67M$603.52M
    R&D$583.20M$573.30M$576.45M$580.18M$525.90M$494.95M$495.36M$497.83M$512.27M$469.71M$422.63M$401.95M
    SG&A$280.31M$267.65M$279.35M$268.40M$226.02M$244.15M$243.13M$216.48M$215.90M$228.84M$207.02M$199.83M
    Operating Income$2.05B$1.81B$1.83B$1.74B$1.56B$1.33B$1.26B$1.13B$1.06B$1.06B$1.02B$854.61M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$35.46M$0$0$0$25.04M$0$0$0$0$0$0$0
    Income Before Tax$2.01B$1.84B$1.86B$1.78B$1.54B$1.35B$1.29B$1.15B$1.09B$1.09B$1.03B$863.62M
    Income Tax Expense$186.10M$242.62M$290.50M$58.89M$206.06M$157.13M$177.83M$134.07M$127.36M$132.78M$138.23M$61.08M
    Net Income$1.83B$1.59B$1.57B$1.72B$1.33B$1.19B$1.12B$1.02B$965.83M$954.27M$887.40M$802.54M
    EBITDA$2.13B$1.94B$1.96B$1.88B$1.63B$1.44B$1.39B$1.24B$1.18B$1.18B$1.12B$953.22M
    EBIT$2.01B$1.84B$1.86B$1.78B$1.54B$1.35B$1.29B$1.15B$1.09B$1.09B$1.03B$863.62M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Lam Research, Monolithic Power Systems, Texas Instruments, FormFactor, and Amkor Shares Are Falling, What You Need To Know

    Shares of several semiconductor companies including Lam Research, Monolithic Power Systems, Texas Instruments, FormFactor, and Amkor fell due to renewed inflation concerns. Surging crude oil prices and a jump in benchmark Treasury yields, partly due to U.S. military strikes on Iranian targets, stoked fears of prolonged corporate borrowing costs. The article highlights that such market overreactions can create buying opportunities for high-quality stocks.

    Yahoo! Finance Canada•9/1/26•
    Bearish

    Lam Research (NASDAQ:LRCX) Insider Sells $1,512,300.00 in Stock

    Lam Research insider Ava Harter sold 5,000 shares of the company's stock for over $1.5 million. This transaction, conducted under a pre-arranged Rule 10b5-1 trading plan, reduced her position by 10.53%. Despite the insider sale, analysts maintain a "Moderate Buy" consensus rating for LRCX, and the company recently reported strong quarterly revenue and increased its dividend.

    MarketBeat•9/1/26•
    Neutral

    Micron shares fall 1.8% following Taiwan incentive pay report

    Micron Technology (NASDAQ:MU) shares dropped 1.8% in pre-market trading after a report indicated the company plans its highest incentive pay package for Taiwan employees amidst potential strike action from its labor union. The union is seeking a more transparent profit-sharing bonus structure. This development, coupled with broader pressure on technology stocks due to higher interest rates, contributed to the share price decline.

    Yahoo Finance•9/1/26•
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    Lam Research Corporation $LRCX Stake Increased by Proficio Capital Partners LLC

    Proficio Capital Partners LLC significantly increased its stake in Lam Research Corporation (LRCX) by 24.4% in Q2 2026, now holding 38,496 shares valued at $16.7 million. Lam Research has exceeded quarterly expectations with strong revenue growth and increased its dividend, leading to a "Moderate Buy" consensus rating from analysts. Despite some recent insider selling by directors, institutional investors own a substantial 84.61% of the company's stock.

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    GTS Securities LLC Purchases 3,829 Shares of Lam Research Corporation $LRCX

    GTS Securities LLC increased its stake in Lam Research Corporation by 169.1% in the second quarter, acquiring an additional 3,829 shares to hold a total of 6,093 shares valued at approximately $2.64 million. The semiconductor company also reported strong quarterly earnings, with EPS of $1.82 and revenue up 30% year-over-year, leading to a 27% increase in its quarterly dividend. Despite favorable analyst ratings and significant institutional ownership, concerns about China exposure, tariffs, and insider selling temper investor sentiment.

    MarketBeat•8/30/26•
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    Frequently Asked Questions About LRCX

    What is LRCX's current dividend yield?
    Lam Research Corp (LRCX) has a current dividend yield of 0.34%.
    Does LRCX pay dividends?
    Yes, Lam Research Corp pays dividends with a current yield of 0.34%.
    What is LRCX's P/E ratio?
    Lam Research Corp has a price-to-earnings (P/E) ratio of 51.80.
    What is LRCX's market cap?
    Lam Research Corp (LRCX) has a market capitalization of $377.26B with a current stock price of $301.49.

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