← Back to dashboard
Lam Research
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.
Jim Cramer Names 5 Investing Themes and 13 Stocks to Buy for 2026Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.
Lam Research (LRCX) Q4 2026 Earnings Call TranscriptRecord revenue and margins driven by NAND demand surge and strong customer support services.
Wall Street Analysts See Lam Research (LRCX) as a Buy: Should You Invest?According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Tesla's $16.8 Billion Chip Bet Could Create Several New WinnersThe Texas complex aims to produce more than one terawatt of AI computing capacity annually.
Accenture vs. Lam Research: A Comparison of Revenue Growth and StabilityAccenture's revenue has swung quarter to quarter, while Lam Research continues to post steady growth.
Why it could benefit going forward
- 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.
Business snapshot
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.