Snapshot · Lam Research Corporation (LRCX)

Data as of 2026-09-01T19:19:45.463Z

Fundamentals check

Market cap

$361.2B

P/E (TTM)

49.9

Gross margin

50.5%

Net margin

31.3%

ROE

67.0%

R&D / revenue

10.2%

Dividend yield

0.4%

FCF yield

1.4%

Latest dividend: $0.33/share (ex-date 2026-09-23, quarterly)

Summary

Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.

How it makes money

Revenue mix, latest fiscal year

• System64.1%
• Customer Support and Other35.9%

Recent Events

• 2026-08-30T04:57:32.000Znegative

  Covington Investment Advisors Inc. Lowers Holdings in Lam Research Corporation $LRCX

  减持信息可能相关于市场情绪与持仓调整，需结合其他披露判断对股价的实际影响。

  Source: defenseworld.net

• 2026-08-29T05:33:26.000Znegative

  Lam Research Corporation $LRCX Shares Sold by BNP Paribas

  大宗减持可能影响市场供给与情绪，但具体影响需结合后续披露与行情动量分析。

  Source: defenseworld.net

• 2026-08-28T12:35:52.000Zneutral

  Why Is Lam Research (LRCX) Up 7% Since Last Earnings Report?

  报道对股价上涨的原因进行分析但未给出直接因果，需结合后续数据确认趋势。

  Source: zacks.com

• 2026-08-27T16:05:00.000Zneutral

  Lam Research Announces a 27% Increase in Quarterly Dividend

  这条公告可能对投资者信心产生积极影响，但无法仅据股价表现判断未来走势，需结合市场环境与财务数据。

  Source: prnewswire.com

• 2026-08-27T05:03:32.000Zpositive

  Ancora Advisors LLC Purchases Shares of 3,878 Lam Research Corporation $LRCX

  基金增持可能体现看好，但不代表必然上涨，需结合其他持仓与业绩因素判断。

  Source: defenseworld.net

• 2026-08-19T00:00:00.000Znegative

  Price move: LRCX fell 6.3%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-30T00:00:00.000Zpositive

  Price move: LRCX rose 18.0%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-28T00:00:00.000Znegative

  Price move: LRCX fell 7.5%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-02T00:00:00.000Znegative

  Price move: LRCX fell 10.2%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-23T00:00:00.000Znegative

  Price move: LRCX fell 9.3%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-11T00:00:00.000Zpositive

  Price move: LRCX rose 12.7%

  LRCX 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $399.83 from 18 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-08-31SellHarter Ava(officer: Chief Legal Officer)5,000 shares
• 2026-08-06SellARCHER TIMOTHY(officer: President and CEO)30,000 shares
• 2026-07-13SellTALWALKAR ABHIJIT Y(director)18,282 shares
• 2026-07-02SellARCHER TIMOTHY(officer: President and CEO)30,000 shares
• 2026-06-12SellBRANDT ERIC(director)1,600 shares

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本内容仅为信息整理，不构成任何投资建议。