Ticker: LRCX

Lam Research

Semiconductors Technology Semiconductors

Price 305.21

Reco Hold Potential 70 Risk 64 Updated 2026-07-27

Official website

Forecast impact

positive

Target +16.3% target fill 86.0%

Reaction D5 pending · D10 pending fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-08-19

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Lam Research Corporation specializes in manufacturing equipment used in the semiconductor fabrication process. Its core products include etch and deposition systems, which are essential for producing integrated circuits. The company operates primarily in the semiconductor equipment segment, serving major semiconductor manufacturers globally. Major revenue sources stem from sales of equipment, spare parts, and services related to semiconductor production.

Investment Profile

The investment profile of Lam Research is more aligned with growth investors due to its focus on the expanding semiconductor industry and potential for revenue increases. The stock offers limited dividends, making it less suitable for income-focused investors. The overall risk profile suggests a moderate level of volatility, indicating a balanced approach may be appropriate for those with some experience in the market.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Medium-term Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-07-24

EPS (TTM) — earnings per share for the last 12 months, $: 5.32
Revenue QoQ — quarter-over-quarter revenue growth: 9.3%
EPS surprise: 8.5%
20d volatility: 4.3%
Dividend yield: 0.3%
last ex-date: 2026-06-17

AI recommendation changes

Date	Before	After	Reason
2026-07-07	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-07-05	Hold	Buy	Strong growth but recent volatility raises concerns.
2026-07-03	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-05	Hold	Buy	Strong momentum and solid earnings growth support investment.
2026-05-28	Buy	Hold	Strong momentum and solid earnings growth support investment.
2026-05-20	Hold	Buy	Solid fundamentals, but recent momentum shows weakness.
2026-05-16	Buy	Hold	Weak momentum and high risk; hold for now.
2026-05-08	—	Buy	Strong momentum and solid fundamentals support growth potential.
2026-05-07	Buy	Hold	Компания показывает сильный рост за последние месяцы, что свидетельствует о высоком спросе на ее продукцию. Низкий риск и стабильные финансовые показатели делают ее привлекательной для инвестиций.
2026-04-21	Hold	Buy	Компания демонстрирует сильный рост за последние 120 дней, что указывает на положительные перспективы. Низкий дивидендный доход и умеренный риск делают её привлекательной для долгосрочных инвестиций.
2026-04-13	Buy	Hold	Компания Lam Research демонстрирует сильный рост цен на акции и положительные финансовые показатели, что указывает на высокий потенциал для дальнейшего роста. Низкий риск также подтверждается стабильной дивидендной доход
2026-04-05	Hold	Buy	Компания показывает стабильный рост за последние 120 дней, что свидетельствует о положительной динамике. Низкий коэффициент дивидендной доходности и умеренный риск делают её привлекательной для инвестиций.
2026-03-27	Buy	Hold	Компания показывает сильный рост за последние 120 дней, но недавние падения на рынке могут указывать на нестабильность. Рекомендуется удерживать акции до прояснения ситуации.
2026-03-15	Hold	Buy	Компания демонстрирует сильный рост за последние 120 дней и положительные финансовые показатели, что указывает на высокий потенциал для дальнейшего роста. Низкий дивидендный доход и умеренный риск делают её привлекательн
2026-03-07	Buy	Hold	Компания Lam Research демонстрирует сильный рост за последние 120 дней, однако недавние падения цен и высокая волатильность указывают на значительные риски. Рекомендуется удерживать акции до более ясной картины на рынке.
2026-02-02	Buy	Hold	Компания показывает сильный рост за последние месяцы, но недавнее падение на 5.93% может указывать на краткосрочные риски. Рекомендуется удерживать акции до более ясной картины.
2026-02-02	Hold	Buy	Компания показывает сильный рост за последние месяцы, что свидетельствует о высоком потенциале. Несмотря на недавнее снижение, долгосрочные тренды остаются позитивными.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-07-20	Evercore ISI	Target Raised	300 → 355	315.115
2026-07-10	Stifel Nicolaus	Target Raised	— → 425	353.17
2026-07-06	Morgan Stanley	Target Raised	331 → 404	362.28
2026-06-30	Susquehanna	Target Raised	385 → 475	410.91
2026-06-29	Cantor Fitzgerald	Target Raised	425 → 500	379.09
2026-06-29	Stifel Nicolaus	Target Raised	— → 500	379.09
2026-06-22	Wells Fargo	Target Raised	365 → 450	389.04
2026-06-15	Oppenheimer	Target Raised	330 → 400	366.81
2026-06-11	Barclays	Target Raised	275 → 335	321.8
2026-06-10	Cantor Fitzgerald	Target Raised	320 → 425	327.16
2026-06-10	Raymond James	Target Raised	— → 425	327.16
2026-06-09	UBS	Target Raised	310 → 375	324.45
2026-06-01	Wells Fargo	Target Raised	320 → 575	318.18
2026-05-27	Mizuho Securities	Target Raised	330 → 380	322.68
2026-05-18	Morgan Stanley	Rating Upgraded	— → 331	284.72
2026-05-04	Seaport Global	Update	— → 300	258.57
2026-04-23	Oppenheimer	Target Raised	265 → 330	262.78
2026-04-23	RBC Capital	Target Raised	290 → 310	267.245
2026-04-23	Stifel Nicolaus	Target Raised	300 → 325	266
2026-04-23	Susquehanna	Target Raised	350 → 385	265.55
2026-04-23	Goldman Sachs	Target Raised	262 → 290	265.55
2026-04-23	Barclays	Target Raised	255 → 275	265.55
2026-04-15	Deutsche Bank	Target Raised	290 → 300	265.87

News Page 1 of 1

Analysts Morgan Stanley expect positive earnings surprises from GE Vernova (GE), United Airlines (UAL), and Lam Research (LRCX) in the upcoming second-quarter earnings season

07/14/2026, 01:37 PM investing forecast Analysts: analysts, Morgan Stanley energy semiconductors General Electric United Airlines Lam Research

Morgan Stanley identifies several companies, including GE Vernova, United Airlines, and Lam Research, as likely to exceed earnings expectations in the upcoming earnings season, which could positively impact their stock prices.

Stocks to Watch: Fiserv, Crinetics Pharmaceuticals, and Micron Experience Significant Pre-Market Movements

07/07/2026, 04:37 AM business review finance energy Crinetics Pharmaceuticals Micron Fiserv Vertex Pharmaceuticals First Solar Lam Research

Investors should note significant movements in several stocks, particularly Fiserv's potential sale of its payments infrastructure and Vertex Pharmaceuticals' acquisition of Crinetics, which could reshape their market positions.

Analysts Morgan Stanley raised target prices for Lam Research (LRCX), Applied Materials (AMAT), and KLA Corporation (KL) in premarket trading

07/06/2026, 05:37 AM business rating_growth Analysts: analysts, Morgan Stanley semiconductors software Comcast Advanced Micro Devices T-Mobile US ASML Applied Materials Intel Datadog Broadcom Lam Research

Premarket trading saw significant movements in several key stocks, particularly in the semiconductor sector, indicating a potential recovery after recent declines and shifts in analyst ratings.

Jim Cramer Advises Investors to Capitalize on Market Rotation Opportunities

07/01/2026, 03:36 PM economy review ai semiconductors Micron Meta Platforms Advanced Micro Devices Applied Materials Corning Nike Lam Research

Jim Cramer advises investors to capitalize on recent market rotations by selling underperforming stocks at a premium and investing in stronger companies at a discount, particularly in the AI infrastructure sector.

Chip Stocks Experience Significant Declines at Start of Q3 Following Record Gains in Q2

07/01/2026, 01:35 PM economy review semiconductors internet Micron Meta Platforms Advanced Micro Devices KLA Corp Applied Materials Intel Lam Research

Chip stocks, which experienced significant gains in the second quarter, faced sharp declines at the start of the third quarter, raising concerns about the sustainability of their growth amid changing market dynamics.

Analysts Morgan Stanley and Bank of America recommend buying Applied Materials (AMAT) and Lam Research (LRCX) as both stocks surge over 150% in 2026

06/30/2026, 05:36 PM investing recommendation Analysts: analysts, Bank of America, Morgan Stanley tech finance Hut 8 Exxon Mobil Palantir Technologies Nvidia General Mills Applied Materials Chevron Lam Research

The first half of 2026 saw strong performance in the stock market, particularly among small-cap stocks, with significant gains for several tech companies. Investors should note the upcoming earnings reports and economic indicators that may influence market movements.

Stocks Making Significant Moves in Premarket Trading: Intel, SpaceX, Micron, Carnival, and More

06/18/2026, 05:36 AM business review SpaceX Marvell Technology Accenture Intel Apple Pfizer Lam Research

Intel's stock surged nearly 9% following news of a deal with Apple to design and manufacture chips in the U.S., positively impacting the semiconductor sector and related stocks. Meanwhile, Pfizer's shares dipped after the CFO announced his departure, and Accenture's stock fell 13% due to a significant acquisition.

Analysts Bank of America upgraded Intel (INTC) to Buy amid rising demand for CPUs, shares jump nearly 5%

06/11/2026, 09:33 AM business rating_growth Analysts: analysts, Bank of America ai semiconductors SpaceX Alibaba Oracle Navan Sandisk Applied Materials JD.com Alcoa Intuitive Machines Intel Lam Research

Premarket trading saw significant movements with Intel's shares rising nearly 5% following a double upgrade, while Oracle's stock fell 8% despite beating earnings expectations and announcing a $20 billion capital raise for AI investments.

Stocks Making Significant Moves Premarket: Lululemon, Micron, ServiceTitan, and More

06/05/2026, 05:34 AM business review Micron Advanced Micro Devices Chipotle Mexican Grill Lululemon DocuSign Intel Cooper Companies Broadcom Lam Research

Lululemon Athletica's shares dropped 13% after the company lowered its earnings and revenue guidance, indicating broader challenges in the retail sector. This decline, along with mixed performances from other companies, highlights ongoing volatility in the market, particularly in the tech and chip sectors.

Goldman Sachs Reports Hedge Funds Shift Focus from Software to Semiconductor Stocks Amid AI Investment Surge

05/25/2026, 02:33 AM review semiconductors software Marvell Technology ASML Boeing Applied Materials Intel Mastercard Visa Lam Research

Goldman Sachs reports that hedge funds and mutual funds are increasingly favoring semiconductor stocks over software, reflecting a significant shift in investment strategy towards artificial intelligence-related sectors.