Lam Research (LRCX) Panoramica del titolo
Lam Research Corporation progetta, produce, commercializza, ricondiziona e assiste apparecchiature per il trattamento dei semiconduttori utilizzate per la fabbricazione di circuiti integrati negli Stati Uniti, in Cina, Corea, Taiwan, Giappone, Sud-Est asiatico ed Europa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
LRCX Community Fair Values
Create NarrativeSee what 452 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Lam Research Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$326.11 |
| Massimo di 52 settimane | US$438.50 |
| Minimo di 52 settimane | US$94.11 |
| Beta | 1.86 |
| Variazione di 1 mese | -1.15% |
| Variazione a 3 mesi | 9.01% |
| Variazione di 1 anno | 205.52% |
| Variazione a 3 anni | 404.59% |
| Variazione a 5 anni | 472.62% |
| Variazione dall'IPO | 124,793.24% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 07
LRCX: AI WFE Upswing And Richer Long-Term Multiples Will Test Resilience
The Lam Research fair value estimate has moved from $222.79 to $290.00 as analysts weigh slightly higher discount assumptions against stronger profit margin expectations and higher long term P/E multiples, supported by upbeat wafer fab equipment demand commentary and long range earnings targets across recent research updates. Analyst Commentary Recent research on Lam Research reflects a mix of optimism on long term wafer fab equipment demand and more cautious adjustments tied to valuation and execution risk.Seeking Alpha • Jul 31
I Am Still Calling Lam Research A Strong Buy After Q4 2026
Summary I maintain my Strong Buy rating Lam Research (LRCX) with a revised price target of $455 per share. LRCX’s Q4 2026 results exceeded expectations, supporting an increased FWD non-GAAP EPS estimate to $9.1, despite applying a more conservative 50x P/E multiple. My previous model estimated FWD non-GAAP EPS of $7.26. Based on Q1 2027 guidance I have increased my FWD non-GAAP EPS estimate to $9.1. The main risks remain a slowdown in WFE spending, weaker memory investment, further China-related restrictions, and the possibility that LRCX’s multiple stays near current levels. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Aug 07
LRCX: AI WFE Upswing And Richer Long-Term Multiples Will Test Resilience
The Lam Research fair value estimate has moved from $222.79 to $290.00 as analysts weigh slightly higher discount assumptions against stronger profit margin expectations and higher long term P/E multiples, supported by upbeat wafer fab equipment demand commentary and long range earnings targets across recent research updates. Analyst Commentary Recent research on Lam Research reflects a mix of optimism on long term wafer fab equipment demand and more cautious adjustments tied to valuation and execution risk.Seeking Alpha • Jul 31
I Am Still Calling Lam Research A Strong Buy After Q4 2026
Summary I maintain my Strong Buy rating Lam Research (LRCX) with a revised price target of $455 per share. LRCX’s Q4 2026 results exceeded expectations, supporting an increased FWD non-GAAP EPS estimate to $9.1, despite applying a more conservative 50x P/E multiple. My previous model estimated FWD non-GAAP EPS of $7.26. Based on Q1 2027 guidance I have increased my FWD non-GAAP EPS estimate to $9.1. The main risks remain a slowdown in WFE spending, weaker memory investment, further China-related restrictions, and the possibility that LRCX’s multiple stays near current levels. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 24
LRCX: Extended AI Wafer Equipment Cycle Will Drive Multi Year Upswing
The analyst price target for Lam Research has been raised from $452.12 to $500.00, with analysts pointing to stronger expected profitability, higher assumed future P/E multiples, and an extended AI driven wafer fab equipment cycle as key supports for the higher valuation. Analyst Commentary Recent research commentary on Lam Research points to a generally constructive tone, with a series of upward price target revisions and at least one rating upgrade clustered over the last several months.Aggiornamento narrativa • Jul 10
LRCX: Extended AI WFE Cycle Reliance Will Eventually Disappoint High Expectations
Analysts have lifted the fair value estimate for Lam Research from $115.00 to $222.79, reflecting higher modeled revenue growth, profit margins, and long term wafer fab equipment demand, which has driven a broad round of price target increases across the Street into the $400 to $500 range. Analyst Commentary Street research on Lam Research has been highly active, with a series of price target revisions clustered in the US$300 to US$500 range and a generally constructive stance on wafer fab equipment demand.Aggiornamento narrativa • Jun 26
LRCX: AI Data Center WFE Cycle Will Support Multi Year Upswing
The analyst fair value estimate for Lam Research has been raised from $325.00 to about $452.12, as analysts reset price targets toward the $450 to $480 range. They point to updated wafer fab equipment spending forecasts and a larger long term semiconductor addressable market driven by memory and AI data center demand.Articolo di analisi • 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...
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Rendimenti per gli azionisti
| LRCX | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | 6.1% | 2.0% | 1.0% |
| 1Y | 205.5% | 59.5% | 18.4% |
Ritorno vs Industria: LRCX ha superato il US Semiconductor che ha restituito 59.5 % nell'ultimo anno.
Rendimento vs Mercato: LRCX ha superato il mercato US che ha restituito 18.4 % nell'ultimo anno.
Volatilità dei prezzi
| LRCX volatility | |
|---|---|
| LRCX Average Weekly Movement | 12.2% |
| Semiconductor Industry Average Movement | 13.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di LRCX è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di LRCX è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1980 | 23,300 | Tim Archer | www.lamresearch.com |
Lam Research Corporation progetta, produce, commercializza, ricondiziona e fornisce assistenza per apparecchiature di lavorazione dei semiconduttori utilizzate nella fabbricazione di circuiti integrati negli Stati Uniti, in Cina, Corea, Taiwan, Giappone, Sud-Est asiatico ed Europa. L’azienda offre i sistemi ALTUS per il deposito di film conformi o selettivi per applicazioni di metallizzazione con tungsteno o molibdeno; prodotti di deposizione elettrochimica SABRE per le interconnessioni in rame, che supportano la produzione con processo damasceno; prodotti Striker per la deposizione a strato atomico su singolo wafer, destinati alle soluzioni con film dielettrici; e prodotti VECTOR per la deposizione chimica da vapore (CVD) potenziata al plasma. Fornisce inoltre Akara, un sistema di incisione dei conduttori progettato per migliorare la precisione di incisione, la selettività e il controllo dei difetti; Argos, Prevos e Selis, sistemi di incisione selettiva utilizzati nella produzione di dispositivi logici e di memoria avanzati che richiedono un controllo preciso su scale nanometriche; Flex per applicazioni di incisione dielettrica; Vantex, un sistema di incisione dielettrica che offre tecnologia RF e prestazioni ripetibili da wafer a wafer grazie alle soluzioni Equipment Intelligence; Kiyo per applicazioni di incisione di conduttori; Syndion per l’incisione profonda del silicio; e i prodotti Versys per metalli destinati ai processi di incisione dei metalli.
Lam Research Corporation Riepilogo dei fondamenti
| LRCX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$389.67b |
| Utili (TTM) | US$7.27b |
| Ricavi(TTM) | US$23.23b |
56.2x
Rapporto P/E17.6x
Rapporto P/SLRCX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LRCX Conto economico (TTM) | |
|---|---|
| Ricavi | US$23.23b |
| Costo del fatturato | US$11.51b |
| Profitto lordo | US$11.73b |
| Altre spese | US$4.46b |
| Utili | US$7.27b |
Ultimi utili riportati
Jun 28, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.81 |
| Margine lordo | 50.47% |
| Margine di profitto netto | 31.27% |
| Rapporto debito/patrimonio netto | 29.8% |
Come si è comportato LRCX nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.3%
Rendimento attuale del dividendo18%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/12 01:30 |
| Prezzo dell'azione a fine giornata | 2026/08/12 00:00 |
| Utili | 2026/06/28 |
| Utili annuali | 2026/06/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Lam Research Corporation è coperta da 49 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Thomas O'Malley | Barclays |