Lam Research Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 6/6
Lam Research verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 6.7%, während die Gewinne der Branche Semiconductor jährlich um gewachsen und zwar um 3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 4.4%. Die Eigenkapitalrendite von Lam Research beträgt 63.4% und die Nettomargen betragen 30.9%.
Wichtige Informationen
6.67%
Wachstumsrate der Gewinne
9.59%
EPS-Wachstumsrate
| Semiconductor Wachstum der Industrie | 27.66% |
| Wachstumsrate der Einnahmen | 4.41% |
| Eigenkapitalrendite | 63.38% |
| Netto-Marge | 30.94% |
| Letzte Ertragsaktualisierung | 29 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 05
Lam Research Is Approaching Frothy Levels
Summary Lam Research (LRCX) maintains robust growth and expanding margins, but valuation remains stretched, prompting a reiterated hold rating. Revenue rose 23.76% YoY to $5.84B, with operating margin expanding 220 bps to 35%, and strong capital returns signaling management confidence. China now represents 34% of revenue, increasing exposure to geopolitical and export control risks despite a constructive near and long-term outlook. Forward P/E stands at 45.25, a 96.97% premium to the five-year average, suggesting fundamentals are fully priced in and risk/reward is neutral. Read the full article on Seeking Alpha
Analyse-Update • Apr 30
LRCX: AI Memory Spending And WFE Demand Will Drive Upside Potential
Analysts have lifted the Lam Research fair value estimate from $280.90 to $309.52, reflecting updated assumptions for revenue growth, margins and long term P/E multiples in the wake of a broad round of higher Street price targets across the wafer fab equipment group. Analyst Commentary Street research on Lam Research has been active, with a series of price target changes and one downgrade shaping how analysts frame the risk and reward trade off.Analyseartikel • Apr 26
Earnings Beat: Lam Research Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
As you might know, Lam Research Corporation ( NASDAQ:LRCX ) recently reported its third-quarter numbers. The result was...
Neue Analyse • Apr 24
Price target increased by 8.4% to US$302
Apr 23, 2026 Up from US$278, the current price target is an average from 31 analysts. New target price is 17% above last closing price of US$259.Analyse-Update • Apr 15
LRCX: AI Memory Spending And WFE Demand Will Shape Balanced Outlook
The analyst price target for Lam Research is raised by $6 to reflect updated assumptions around revenue growth, profitability mix, and a slightly lower discount rate. Analysts point to a series of recent target increases and rating changes across the Street as support for the revised view.
Analyse-Update • Apr 01
LRCX: Future DRAM Spending And WFE Cycle Will Support Multi Year Upswing
Analysts have lifted their price target on Lam Research by $5 to $255, citing a more supportive outlook for wafer fab equipment spending, stronger expectations for DRAM-driven demand, and Lam's inclusion in preferred idea lists as key reasons for the change. Analyst Commentary Recent research points to a broadly constructive stance on Lam Research, with a series of higher price targets and fresh buy calls highlighting confidence in the company’s positioning within wafer fab equipment and memory exposure.
Neue Analyse • Mar 23
Lam Research (LRCX): The "AI Foundry" Backbone and the Memory Supercycle
Lam Research (LRCX) is currently trading at $233.31 USD on the NASDAQ as of March 23, 2026, marking a 2.17% gain in today's session. The stock has demonstrated remarkable resilience, recovering from a brief dip earlier in the month to trade near its 52-week high of $256.68.Analyse-Update • Mar 18
LRCX: AI Memory Spending Upturn Will Support WFE Cycle Reacceleration
The analyst price target for Lam Research has been raised modestly to reflect a slightly higher fair value estimate of about $275, with analysts pointing to a robust wafer fab equipment spending outlook, stronger DRAM and NAND memory investment expectations, and inclusion on preferred idea lists as key supports for the updated view. Analyst Commentary Recent research coverage on Lam Research has been active, with a series of price target revisions and rating changes clustered around a stronger wafer fab equipment spending backdrop, improving expectations for DRAM and NAND investment, and inclusion on preferred idea lists.Analyse-Update • Mar 04
LRCX: Future DRAM WFE Cycle May Drive Multi Year Upswing
The analyst price target for Lam Research has been raised by $10 to $254, as analysts point to higher wafer fab equipment growth forecasts, strong demand for DRAM memory spending, and broad Street support including Lam's addition to BofA's "US 1 List". Analyst Commentary Recent research is broadly constructive on Lam Research, with a series of higher price targets and fresh initiations pointing to confidence in the company’s position in wafer fab equipment and memory exposure.Analyse-Update • Feb 18
LRCX: AI Memory And WFE Upcycle Is Expected To Drive Returns
Lam Research's fair value estimate has been raised from about $204 to roughly $274 as analysts update their price targets based on higher assumed revenue growth, stronger profit margins, and slightly adjusted discount and future P/E assumptions across recent research reports. Analyst Commentary Recent research on Lam Research has been active, with a long list of firms revisiting their models and lifting price targets.Analyse-Update • Feb 04
LRCX: Anticipated Wafer Fab Equipment Upswing May Reshape Memory Demand Outlook
Our analyst price target for Lam Research shifts to US$325 from US$135, reflecting updated assumptions for revenue growth, higher profit margins and a richer future P/E multiple that are broadly aligned with a recent wave of higher Street targets and more constructive analyst commentary on wafer fab equipment spending. Analyst Commentary Street research on Lam Research has turned more constructive, with a cluster of recent price target increases and several upgrades.Analyse-Update • Jan 21
LRCX: AI Memory And WFE Cycles Expected To Support Balanced Returns
Analysts have lifted their price targets for Lam Research, with our fair value estimate moving from US$160.30 to about US$204.03, citing higher assumed revenue growth, slightly stronger profitability, and a richer future P/E multiple supported by a wave of recent target hikes across the Street. Analyst Commentary Bullish analysts have been lifting their fair value views on Lam Research across a tight time window, often by large absolute dollar amounts per share.Analyseartikel • Jan 10
Market Participants Recognise Lam Research Corporation's (NASDAQ:LRCX) Earnings Pushing Shares 30% Higher
Lam Research Corporation ( NASDAQ:LRCX ) shares have continued their recent momentum with a 30% gain in the last month...
Analyse-Update • Jan 07
LRCX: AI And Memory Upcycle Enthusiasm Will Eventually Disappoint Expectations
Narrative Update: Lam Research The analyst price target for Lam Research has moved higher from US$110.13 to US$115.00, as analysts factor in recent coverage initiations, higher targets across the Street, and ongoing confidence in the company’s role in AI related wafer fab equipment demand and 3D memory leadership. Analyst Commentary Recent Street research on Lam Research clusters around increasing confidence in the company’s position in AI related wafer fab equipment, memory, and advanced node spending, with several firms lifting price targets following strong quarterly results and guidance.Analyse-Update • Dec 19
LRCX: Recent AI And Memory Upcycle Euphoria Will Likely Fade
Analysts have raised their price target on Lam Research to approximately $110 from about $81, citing the company's stronger than expected earnings momentum, improving wafer fab equipment upcycle exposure, and durable AI driven demand for advanced memory and 3D stacking technologies. Analyst Commentary Recent Street research reflects a broadly constructive view on Lam Research, with multiple firms lifting price targets and highlighting the company’s leverage to an improving wafer fab equipment cycle, AI driven memory demand, and stronger than expected profitability.Analyse-Update • Dec 05
LRCX: AI Memory And WFE Upswing Will Drive Balanced Future Returns
Analysts have nudged our Lam Research fair value estimate higher, from $158.52 to $160.30. This reflects increased confidence in the companys record profitability, sustained beat and raise cadence, and strengthening AI driven WFE demand despite some valuation pushback.Analyse-Update • Nov 21
LRCX: AI Data Center Expansion Will Drive Memory Equipment Demand
Lam Research's analyst price target increased modestly by $0.50, as analysts point to sustained strength in advanced memory and 3D stacking technologies. Continued earnings beats and optimism around the company's positioning in the AI-driven upcycle are also noted.Analyse-Update • Nov 05
LRCX: Future DRAM Demand and AI Infrastructure Will Drive Earnings Upside
The analyst price target for Lam Research was recently raised from $130.96 to $158.02. This significant increase was driven by analysts citing strong quarterly performance, continued leadership in critical technologies, and robust near-term outlooks for revenue and profitability.Analyse-Update • Oct 22
Analyst Commentary Highlights Upgraded Outlook and Valuation for Lam Research Amid AI Demand Growth
Lam Research's analyst price target has been raised from approximately $121 to $131. Analysts cite stronger outlooks for memory markets, increased AI-related demand, and an improved competitive position in wafer fabrication equipment as key drivers for the upgrade.Analyse-Update • Oct 08
Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
Analysts have raised their price target for Lam Research, increasing the fair value estimate by approximately $10 to $120.82. This change is attributed to improving profit margins, stronger revenue growth forecasts, and constructive industry trends cited in recent research updates.Analyse-Update • Sep 23
Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
Lam Research's price target was raised to $110.53 as analysts cite strengthening demand for AI-driven wafer fab equipment, margin outperformance, and robust China outlook, partly offset by valuation concerns. Analyst Commentary Bullish analysts highlight strengthening demand for wafer fab equipment (WFE) driven by artificial intelligence inflection, increased NAND and DRAM high bandwidth memory spending, and accelerating AI infrastructure investments benefitting Lam Research's product exposure.Analyseartikel • Sep 19
There's Reason For Concern Over Lam Research Corporation's (NASDAQ:LRCX) Massive 26% Price Jump
Lam Research Corporation ( NASDAQ:LRCX ) shares have continued their recent momentum with a 26% gain in the last month...Analyseartikel • Jul 27
Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't
Lam Research Corporation's ( NASDAQ:LRCX ) price-to-earnings (or "P/E") ratio of 26.6x might make it look like a sell...Analyseartikel • Jul 02
Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?
Lam Research Corporation ( NASDAQ:LRCX ) led the NASDAQGS gainers with a relatively large price hike in the past couple...Analyseartikel • Jun 18
Does This Valuation Of Lam Research Corporation (NASDAQ:LRCX) Imply Investors Are Overpaying?
Key Insights The projected fair value for Lam Research is US$71.80 based on 2 Stage Free Cash Flow to Equity Lam...Seeking Alpha • Apr 27
Lam Research Q3: NAND Upgrade Cycle Drives Growth; Downgrade To 'Hold'
Summary I am downgrading Lam Research to a 'Hold' rating with a fair value of $73 due to increasing geopolitical risks. Despite strong Q3 results and robust demand for NAND technology, near-term growth may face volatility from potential tariffs and geopolitical tensions. Management's confidence in global Wafer Fab Equipment spending remains high, but pre-purchasing activities could impact FY26 growth. Long-term growth is expected to recover, with a 12% growth rate from FY26 onwards, driven by market share gains and WFE market expansion. Read the full article on Seeking AlphaSeeking Alpha • Apr 17
Lam Research: Tides Have Turned, Buy This Semiconductor Refurbisher
Summary Lam Research is a leading player in the wafer fabrication equipment industry, crucial for semiconductor production, and is currently rated a buy. Despite a 40% decline from its peak, LRCX shows strong financial recovery with rising revenue, earnings, and cash flow, presenting a good buying opportunity. The semiconductor industry, worth $681 billion, and expected $200 billion WFE investment, indicates high future demand, benefiting LRCX despite stiff competition. Tariffs pose challenges, but LRCX's global manufacturing presence and strong U.S. base position it well for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Lam Research: Phenomenal Long Term Outlook For This Semi Equipment Giant
Summary Lam Research is a key enabler in the AI Industrial Revolution, providing essential semiconductor fabrication equipment to manufacturers like TSM. The investment thesis hinges on continued steady applications for ever-increasing complexity in semiconductor manufacturing, and Lam's competitive edge in etching technology. Despite cyclical revenue and geopolitical risks, Lam's strong financials, market share, and robust balance sheet make it a compelling buy. Valued at 20x forward earnings with a solid dividend yield, Lam Research offers a reasonable entry point for long-term investors comfortable with volatility. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Lam Research: Time To Buy Despite Tariff Concerns
Summary I rate Lam Research as a Buy due to its leading position in semiconductor processing equipment, crucial for the AI and technology boom. Despite geopolitical risks and potential tariffs, Lam's strong market position and significant revenue growth make it a resilient investment. Lam's financial health is robust, with impressive 5-year growth in revenue, net income, and free cash flow, supporting long-term profitability. Intrinsic value analysis shows Lam is undervalued by 28.50%, with a buy price of $91.42, making it a compelling investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
I Was Wrong; Lam Research Is A Top Semiconductor Pick (Technical Analysis, Rating Upgrade)
Summary The technicals are overwhelmingly bullish for Lam Research as the stock is now in an uptrend, has strengthening moving averages, and has green flags from the indicators. Most recent earnings show that the fundamentals are rock solid. Guidance indicates that growth in revenue and EPS is expected to accelerate. The stock is currently undervalued as the P/S and P/E ratios fail to reflect the current strong growth and the impressive projections. I have changed my mind significantly since last fall and now believe that Lam Research is a top semiconductor pick. Therefore, I upgrade the stock to a strong buy rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Lam Research: Bullish Factors Lining Up For 2025
Summary Lam Research shows a strong bottoming pattern with excellent risk/reward, supported by neutral RSI and PPO levels, and positive Chaikin Money Flow index. The stock is cheap with a forward P/E ratio of ~20X, below its two-year average, suggesting potential for multiple expansion. Despite mixed EPS estimates and risks from China, Lam’s valuation and seasonality make it a compelling buy heading into 2025. Strong support near $70 and bullish technical indicators suggest the worst is behind, reaffirming my strong buy rating for Lam Research. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Lam Research Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 29 Mar 26 | 21,682 | 6,708 | 1,096 | 2,313 |
| 28 Dec 25 | 20,561 | 6,213 | 1,041 | 2,256 |
| 28 Sep 25 | 19,592 | 5,810 | 1,018 | 2,177 |
| 29 Jun 25 | 18,436 | 5,358 | 982 | 2,096 |
| 30 Mar 25 | 17,136 | 4,658 | 930 | 2,014 |
| 29 Dec 24 | 16,209 | 4,294 | 920 | 2,000 |
| 29 Sep 24 | 15,591 | 4,057 | 904 | 1,975 |
| 30 Jun 24 | 14,905 | 3,828 | 868 | 1,902 |
| 31 Mar 24 | 14,241 | 3,610 | 852 | 1,807 |
| 24 Dec 23 | 14,317 | 3,458 | 829 | 1,724 |
| 24 Sep 23 | 15,836 | 3,972 | 834 | 1,716 |
| 25 Jun 23 | 17,429 | 4,511 | 833 | 1,727 |
| 26 Mar 23 | 18,857 | 4,917 | 843 | 1,736 |
| 25 Dec 22 | 19,048 | 5,125 | 867 | 1,714 |
| 25 Sep 22 | 17,997 | 4,851 | 869 | 1,655 |
| 26 Jun 22 | 17,227 | 4,605 | 886 | 1,604 |
| 27 Mar 22 | 16,737 | 4,541 | 893 | 1,575 |
| 26 Dec 21 | 16,524 | 4,590 | 880 | 1,549 |
| 26 Sep 21 | 15,754 | 4,265 | 862 | 1,520 |
| 27 Jun 21 | 14,626 | 3,908 | 830 | 1,493 |
| 28 Mar 21 | 13,273 | 3,460 | 798 | 1,450 |
| 27 Dec 20 | 11,929 | 2,964 | 759 | 1,377 |
| 27 Sep 20 | 11,056 | 2,609 | 715 | 1,321 |
| 28 Jun 20 | 10,045 | 2,252 | 682 | 1,252 |
| 29 Mar 20 | 9,614 | 2,097 | 665 | 1,209 |
| 29 Dec 19 | 9,549 | 2,070 | 690 | 1,220 |
| 29 Sep 19 | 9,489 | 2,124 | 685 | 1,186 |
| 30 Jun 19 | 9,654 | 2,191 | 702 | 1,191 |
| 31 Mar 19 | 10,418 | 2,671 | 728 | 1,223 |
| 23 Dec 18 | 10,871 | 2,902 | 745 | 1,210 |
| 23 Sep 18 | 10,930 | 2,323 | 753 | 1,206 |
| 24 Jun 18 | 11,077 | 2,381 | 762 | 1,190 |
| 25 Mar 18 | 10,296 | 1,886 | 731 | 1,148 |
| 24 Dec 17 | 9,558 | 1,682 | 691 | 1,108 |
| 24 Sep 17 | 8,859 | 2,025 | 674 | 1,074 |
| 25 Jun 17 | 8,014 | 1,698 | 658 | 1,034 |
| 26 Mar 17 | 7,215 | 1,430 | 593 | 985 |
| 25 Dec 16 | 6,375 | 999 | 585 | 941 |
| 25 Sep 16 | 5,918 | 889 | 592 | 915 |
| 26 Jun 16 | 5,886 | 914 | 631 | 914 |
| 27 Mar 16 | 5,821 | 786 | 628 | 898 |
| 27 Dec 15 | 5,900 | 849 | 612 | 895 |
| 27 Sep 15 | 5,707 | 803 | 596 | 871 |
| 28 Jun 15 | 5,259 | 656 | 592 | 825 |
Qualität der Erträge: LRCX hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: LRCXDie aktuellen Gewinnspannen (30.9%) sind höher als im letzten Jahr (27.2%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: LRCXIn den letzten 5 Jahren sind die Gewinne von 6.7% jährlich gestiegen.
Beschleunigtes Wachstum: LRCXDas Gewinnwachstum des Unternehmens im letzten Jahr (44.1%) übertrifft seinen 5-Jahres-Durchschnitt (6.7% pro Jahr).
Erträge im Vergleich zur Industrie: LRCX Das Gewinnwachstum im vergangenen Jahr (44.1%) übertraf das der Branche Semiconductor 10.6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: LRCXDie Eigenkapitalrendite des Unternehmens (63.4%) wird als hervorragend angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 07:05 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/29 |
| Jährliche Einnahmen | 2025/06/29 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Lam Research Corporation wird von 52 Analysten beobachtet. 33 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |