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Lam Research

Etch and deposition for memory and logic

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Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.

Price $200.44
1D change +8.23%
Market cap $250.84B
Sector Technology

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Metric LRCX
Price $200.44
1D Change +8.23%
Market Cap $250.84B
Enterprise Value $246.68B
Trailing P/E 29.9
Forward P/E 16.4
PEG Ratio 0.87x
Price / Sales 9.6
EV / Revenue 9.4
Revenue Growth 54.4%
Earnings Growth 76.6%
Gross Margin 51.1%
Operating Margin 40.0%
Net Margin 32.3%
ROE 70.1%
Free Cash Flow $4.55B
FCF Margin 17.4%
Debt / Equity 0.27x
Current Ratio 2.48x
Dividend Yield 0.66%
Next Earnings Jan 27, 2027
Quarterly Revenue $8.22B
Revenue QoQ +22.3%
Quarterly Net Income $2.75B
Net Income QoQ +20.9%

LRCX thesis lens

Etch and deposition for memory and logic

Why it could benefit

  • Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
  • AI-driven HBM and DRAM demand can increase wafer starts and process complexity.
  • More complex chip structures tend to raise etch and deposition intensity.

Moat / edge

  • Strong position in memory process equipment.
  • Large installed base and recurring service revenue.
  • Technical depth in high-aspect-ratio etch and deposition.

What to watch

  • Memory capex recovery.
  • China exposure and export-rule changes.
  • Advanced packaging and gate-all-around opportunities.

Key risks

  • Memory spending is highly cyclical.
  • Policy restrictions can interrupt demand in important markets.