Lam Research Dividendos y recompras
Dividendo controles de criterios 0/6
Lam Research es una empresa que paga dividendos con una rentabilidad actual de 0.28%. La fecha del próximo pago es en 8th July, 2026 con una fecha ex dividendo de 17th June, 2026.
Información clave
0.3%
Rentabilidad por dividendo
1.0%
Rendimiento de la recompra
| Rendimiento total para el accionista | 1.3% |
| Rendimiento futuro de los dividendos | 0.3% |
| Crecimiento de los dividendos | 17.5% |
| Próxima fecha de pago de dividendos | 08 Jul 26 |
| Fecha ex dividendo | 17 Jun 26 |
| Dividendo por acción | n/a |
| Ratio de pago | 19% |
Últimas actualizaciones de dividendos y recompras
Recent updates
Seeking Alpha • Jun 22
Lam Research: A Strong Buy Built On Memory, Packaging And AI Complexity
Summary I'm rating Lam Research a Strong Buy with a $497 price target, implying 28% upside from $389. My growth drivers are AI-driven WFE and SAM expansion, NAND conversion spending, DRAM and HBM-related deposition intensity, advanced packaging growth, and CSBG services. Together, I estimate these growth drivers can add about $1.11 of incremental EPS and drive the forward non-GAAP EPS to $7.26. I arrive at my price target by applying a FWD non-GAAP P/E multiple of 68.49x to my FWD non-GAAP EPS of $7.26. The main risks are WFE cyclicality, memory spending delays, China/export control exposure, and valuation compression. Even with the risks, I believe LRCX has enough growth engines to keep earnings moving higher, and that is why I believe the premium valuation is justified. Read the full article on Seeking AlphaArtículo de análisis • Jun 18
Lam Research (LRCX) Stock Could Be 16% Overvalued After Its Recent Rally
Lam Research (LRCX) has drawn fresh attention after its stock closed at $374.18, with recent returns over the past month and past 3 months prompting investors to reassess the company’s semiconductor equipment profile. See our latest analysis for Lam Research. The recent share price rally at Lam Research, with a 7 day share price return of 16.3% and a year to date share price return of 102.2%, sits alongside a very large 1 year total shareholder return of about 3x and strong multi year total...
Actualización de narrativa • Jun 11
LRCX: AI WFE Cycle And China Export Risks Will Shape Future Returns
Lam Research's analyst price target has been raised by about $10 to align with a $323.38 fair value estimate, as analysts factor in stronger wafer fab equipment spending outlooks and extended visibility into AI driven foundry and logic demand. Analyst Commentary Recent research has been broadly constructive on Lam Research, with a series of higher price targets and at least one downgrade shaping a mixed but mostly optimistic picture.Actualización de narrativa • May 28
LRCX: AI Memory Spending And WFE Cyclicality Will Shape Future Returns
Lam Research's updated analyst price target edges higher to $313.69 from $309.52 as analysts factor in stronger wafer fab equipment spending expectations across NAND, DRAM and high bandwidth memory, along with modest tweaks to growth, margin and P/E assumptions. Analyst Commentary Recent research on Lam Research highlights a cluster of higher price targets and rating upgrades, largely tied to expectations for wafer fab equipment spending across NAND, DRAM and high bandwidth memory, as well as views on Lam's competitive position in these segments.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...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 AlphaEstabilidad y crecimiento de los pagos
Obteniendo datos sobre dividendos
Dividendo estable: LRCX no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos son estables.
Dividendo creciente: LRCX no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos aumentan.
Rentabilidad por dividendo vs. Mercado
| Rentabilidad por dividendo de Lam Research vs. Mercado |
|---|
| Segmento | Rentabilidad por dividendo |
|---|---|
| Empresa (LRCX) | 0.3% |
| Suelo de mercado 25% (US) | 1.4% |
| Techo de mercado 25% (US) | 4.2% |
| Media de la industria (Semiconductor) | 0.5% |
| Analista de previsiones (LRCX) (hasta 3 años) | 0.3% |
Dividendo destacado: El dividendo de LRCX(0.28%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.38%).
Alto dividendo: El (0.28%) del dividendo de LRCX es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.21%).
Pago de beneficios a los accionistas
Cobertura de los beneficios: LRCX no paga un dividendo notable para el mercado US.
Pago en efectivo a los accionistas
Cobertura de flujo de caja: LRCX no paga un dividendo notable para el mercado US.
Descubre empresas que pagan buenos dividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/24 21:51 |
| Precio de las acciones al final del día | 2026/06/24 00:00 |
| Beneficios | 2026/03/29 |
| Ingresos anuales | 2025/06/29 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Lam Research Corporation está cubierta por 50 analistas. 32 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |