Snapshot · Lam Research Corporation (LRCX)

Data as of 2026-10-18T21:01:35.116Z

Fundamentals check

Market cap

$330.3B

P/E (TTM)

45.6

Gross margin

50.5%

Net margin

31.3%

ROE

67.0%

R&D / revenue

10.2%

Dividend yield

0.4%

FCF yield

1.5%

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

• 2026-10-17T10:30:52.000Znegative

  Lam Research Corporation $LRCX Holdings Increased by Banque Pictet & Cie SA

  该日股价下跌，虽有 Banque Pictet & Cie SA 增持迹象，可能与机构股东结构变化相关，但尚无法确认增持直接导致下跌的因果关系，需更多信息。

  Source: defenseworld.net

• 2026-10-16T00:00:00.000Znegative

  Price move: LRCX fell 4.9%

  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。

• 2026-10-14T04:51:02.000Znegative

  Lam Research Corporation $LRCX Stock Acquired by Sax Wealth Advisors LLC

  该日股价下跌，Sax Wealth Advisors LLC 增持信息可能与市场资金流向相关，存在不确定性，暂不能证明增持与股价下跌之间的直接因果关系。

  Source: defenseworld.net

• 2026-09-18T00:00:00.000Zpositive

  Price move: LRCX rose 7.0%

  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。

• 2026-09-14T00:00:00.000Znegative

  Price move: LRCX fell 8.3%

  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。

• 2026-08-19T00:00:00.000Znegative

  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。

• 2026-08-04T00:00:00.000Zpositive

  Price move: LRCX rose 7.9%

  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。

Analyst view

Avg price target $367.8 from 10 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-09-09SellMayer Bethany(director)9,557 shares
• 2026-09-09SellARCHER TIMOTHY(officer: President and CEO)30,000 shares
• 2026-09-02SellVaradarajan Seshasayee(officer: Senior Vice President)20,000 shares
• 2026-09-02SellVaradarajan Seshasayee(officer: Senior Vice President)27,480 shares
• 2026-09-02SellVaradarajan Seshasayee(officer: Senior Vice President)12,270 shares

US Congress trading disclosures

• 2026-08-13Sheldon Whitehouse (RI)Sale (Partial)$1,001 - $15,000

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本内容仅为信息整理，不构成任何投资建议。