Lam Research（LRCX）株式概要
ラム・リサーチ・コーポレーションは、米国、中国、韓国、台湾、日本、東南アジア、ヨーロッパで集積回路の製造に使用される半導体処理装置の設計、製造、販売、改修、サービスを行っています。 詳細
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Lam Research Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$315.84 |
| 52週高値 | US$438.50 |
| 52週安値 | US$104.61 |
| ベータ | 1.86 |
| 1ヶ月の変化 | 3.08% |
| 3ヶ月変化 | -12.88% |
| 1年変化 | 194.19% |
| 3年間の変化 | 379.52% |
| 5年間の変化 | 416.50% |
| IPOからの変化 | 120,860.05% |
最新ニュース
ナラティブ更新 • Sep 04
LRCX: AI Wafer Equipment Upswing And Oregon Lab Expansion Will Drive Returns
Lam Research's analyst price target has been updated to $370.87 from $323.38 as analysts factor in revised assumptions for revenue growth, profit margins and valuation multiples across the semiconductor equipment space. Analyst Commentary Recent research on Lam Research shows a mix of optimism about long term growth drivers and caution around how much investors are willing to pay for that growth.Seeking Alpha • Aug 31
Lam Research: Chinese Exposure Is Falling, But So Might The Share Price
Summary Lam Research Corporation is rated Sell due to mounting industry headwinds and deteriorating cash conversion despite recent earnings beats. CapEx in semiconductors is peaking, with Chinese oversupply threatening future demand and pricing power for LRCX’s core Systems segment. Customer Support revenue is growing but remains insufficient to offset potential weakness in the largest Systems segment as CapEx slows. Rising days sales outstanding, falling deferred revenues, and a rich 10x sales multiple signal heightened risk and limited revenue visibility for LRCX. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Sep 04
LRCX: AI Wafer Equipment Upswing And Oregon Lab Expansion Will Drive Returns
Lam Research's analyst price target has been updated to $370.87 from $323.38 as analysts factor in revised assumptions for revenue growth, profit margins and valuation multiples across the semiconductor equipment space. Analyst Commentary Recent research on Lam Research shows a mix of optimism about long term growth drivers and caution around how much investors are willing to pay for that growth.Seeking Alpha • Aug 31
Lam Research: Chinese Exposure Is Falling, But So Might The Share Price
Summary Lam Research Corporation is rated Sell due to mounting industry headwinds and deteriorating cash conversion despite recent earnings beats. CapEx in semiconductors is peaking, with Chinese oversupply threatening future demand and pricing power for LRCX’s core Systems segment. Customer Support revenue is growing but remains insufficient to offset potential weakness in the largest Systems segment as CapEx slows. Rising days sales outstanding, falling deferred revenues, and a rich 10x sales multiple signal heightened risk and limited revenue visibility for LRCX. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 21
LRCX: AI Wafer Equipment Upswing Will Support Extended Multi Year Earnings Runway
Analysts have trimmed their price targets on Lam Research, with the modelled fair value moving from about $500 to about $474, as they recalibrate discount rates and valuation multiples while still highlighting stronger projected revenue growth, higher profit margins and solid wafer fab equipment demand across AI driven logic and memory spending. Analyst Commentary Analyst commentary on Lam Research remains largely constructive, even as several firms recalibrate price targets and valuation assumptions.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| LRCX | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 9.5% | 3.4% | -0.2% |
| 1Y | 194.2% | 53.2% | 14.8% |
業界別リターン: LRCX過去 1 年間で53.2 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: LRCX過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| LRCX volatility | |
|---|---|
| LRCX Average Weekly Movement | 11.7% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: LRCXの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: LRCXの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1980 | 23,300 | Tim Archer | www.lamresearch.com |
ラム・リサーチ・コーポレーションは、米国、中国、韓国、台湾、日本、東南アジア、および欧州において、集積回路の製造に使用される半導体製造装置の設計、製造、販売、再生、および保守を行っています。同社は、タングステンまたはモリブデンのメタライゼーション用途向けに、コンフォーマルまたは選択的な膜を成膜するALTUSシステムを提供しています。 銅ダマスカス製造をサポートする銅配線形成用の「SABRE」電気化学的堆積製品；誘電体膜ソリューション向けの「Striker」単ウェハー原子層堆積（ALD）製品；および「VECTOR」プラズマ増強化学気相堆積（CVD）製品を提供しています。 また、エッチング精度、選択性、および欠陥制御を向上させるように設計された導体エッチングシステム「Akara」；ナノスケール寸法での精密な制御を必要とする先進的なロジックおよびメモリデバイスの製造に使用される選択的エッチングシステム「Argos」、「Prevos」、「Selis」； 誘電体エッチング用途向けの「Flex」；「Equipment Intelligence」ソリューションにより実現されたRF技術とウェーハ間での再現性を備えた誘電体エッチングシステム「Vantex」；導体エッチング用途向けの「Kiyo」；深層シリコンエッチング向けの「Syndion」；および金属エッチングプロセス向けの「Versys」金属製品。 さらに、同社はダイ歩留まりを向上させる「Coronus」ベベル洗浄製品や、さまざまなウェーハ洗浄用途に対応する「Da Vinci」、「DV-Prime」、「EOS」、「SP」シリーズ製品を提供しています。また、「Reliant」成膜・エッチング・洗浄製品、「Sense i」プラットフォーム製品、およびカスタマーサービス、スペアパーツ、アップグレードも提供しています。 ラム・リサーチ・コーポレーションは1980年に設立され、カリフォルニア州フリーモントに本社を置いています。
Lam Research Corporation 基礎のまとめ
| LRCX 基礎統計学 | |
|---|---|
| 時価総額 | US$400.95b |
| 収益（TTM） | US$7.27b |
| 売上高(TTM) | US$23.23b |
54.4x
PER（株価収益率17.0x
P/SレシオLRCX は割高か？
公正価値と評価分析を参照収益と収入
| LRCX 損益計算書（TTM） | |
|---|---|
| 収益 | US$23.23b |
| 売上原価 | US$11.51b |
| 売上総利益 | US$11.73b |
| その他の費用 | US$4.46b |
| 収益 | US$7.27b |
直近の収益報告
Jun 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.81 |
| グロス・マージン | 50.47% |
| 純利益率 | 31.27% |
| 有利子負債／自己資本比率 | 29.8% |
LRCX の長期的なパフォーマンスは？
過去の実績と比較を見る| Lam Research 配当日 | |
|---|---|
| 配当落ち日 | Sep 23 2026 |
| 配当支払日 | Oct 14 2026 |
| 配当落ちまでの日数 | 13 days |
| 配当支払日までの日数 | 34 days |
LRCX 配当は確実ですか？
LRCX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 03:59 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/28 |
| 年間収益 | 2026/06/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lam Research Corporation 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |