DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
LRCX logo

Lam Research Corporation Stock Price

NasdaqGS:LRCX Community·US$395.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 521 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LRCX Share Price Performance

US$298.01
182.43 (157.84%)
​
US$370.87
Fair Value
US$298.01
182.43 (157.84%)
19.6% undervalued intrinsic discount
US$370.87
Fair Value
Price US$298.01
AnalystConsensusTarget US$370.87
AnalystHighTarget US$474.45
isidrohg US$423.85
Fri, 4 Sep 26
Fair ValueUS$370.87
Share Pricen/a

LRCX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$370.87 19.6% undervalued intrinsic discount

Analyst Commentary Highlights Upgraded Outlook and Valuation for Lam Research Amid AI Demand Growth

5users have liked this narrative
2users have commented on this narrative
222users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$474.45 37.2% undervalued intrinsic discount

AI Boom And Semiconductor Demand Will Expand Chip Tool Opportunities

0users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
IS
isidrohg's
Fair Value
·
Fair Value US$423.85 29.7% undervalued intrinsic discount

The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
LRCX logo
Lam Research
29.7% undervalued intrinsic discount
New

The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves

View narrative
IS
isidrohg
Published 10 Sep
Read Narrative
LRCX logo
Lam Research
19.6% undervalued intrinsic discount
Updated

Analyst Commentary Highlights Upgraded Outlook and Valuation for Lam Research Amid AI Demand Growth

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
Read Narrative
LRCX logo
Lam Research
37.2% undervalued intrinsic discount

AI Boom And Semiconductor Demand Will Expand Chip Tool Opportunities

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Aug
Read Narrative
LRCX logo
Lam Research
2.8% overvalued intrinsic discount

China Exposure And Export Limits Will Compress Semiconductor Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

IS
LRCX logo

The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves

Fair Value: US$423.85 29.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LRCX logo

LRCX: AI Wafer Equipment Upswing And Oregon Lab Expansion Will Drive Returns

Fair Value: US$370.87 19.6% undervalued intrinsic discount
222 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
LRCX logo

LRCX: AI Wafer Equipment Upswing Will Support Extended Multi Year Earnings Runway

Fair Value: US$474.45 37.2% undervalued intrinsic discount
26 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards
View Full Analysis

Lam Research Corporation Key Details

US$23.2b

Revenue

US$11.5b

Cost of Revenue

US$11.7b

Gross Profit

US$4.5b

Other Expenses

US$7.3b

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
5.81
50.47%
31.27%
29.8%
View Full Analysis

About LRCX

Founded
1980
Employees
23300
CEO
Timothy Archer
WebsiteView website
www.lamresearch.com

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require precise control at nanoscale dimensions; Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for deep silicon etch; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; Sense.i platform products; and customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Recent LRCX News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

Lam Research Corporation Competitors

AVGO logo

Broadcom

Symbol: NasdaqGS:AVGO
Market cap: US$1.7t
MU logo

Micron Technology

Symbol: NasdaqGS:MU
Market cap: US$1.2t
AMD logo

Advanced Micro Devices

Symbol: NasdaqGS:AMD
Market cap: US$850.7b
INTC logo

Intel

Symbol: NasdaqGS:INTC
Market cap: US$558.2b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide