US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.82 against a street estimate of 1.69 — a beat of 7.7%.
Analysts rate Lam Research Corp a strong buy (29 buy, 6 hold, 0 sell out of 35) with an average price target of $375.81.
CONFIDENT Record June quarter revenue ($6.72B, +30% YoY) driven by NAND doubling and memory strength. Sept guide $8.1B (+20% QoQ) signals momentum. Management raised 2026 WFE outlook to ~$150B and projects 2027 as 'extraordinary' growth year. Q2 FY2026 (June 2026) Taiwan hit record dollar revenue. China declined from 34% last quarter due to weakness in domestic customers and mature nodes; global multinationals in China grew. Management expects China WFE flat to slightly up for full year. Analysts pressed on NAND supply risk (third-party forecasts 2027 oversupply), China weakness, DRAM share opportunity, and pricing stickiness. Management reaffirmed fundamentals intact, highlighted ongoing upgrades + greenfield, noted multinationals in China still growing, and emphasized foundry/logic + HBM upside offsetting any NAND normalization. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.61% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.85% |
| Amvescap Plc. | 4.18% |
| JPMorgan Chase & Co | 3.62% |
| Vanguard Portfolio Management, LLC | 2.93% |
| Geode Capital Management, LLC | 2.76% |
| FMR Inc | 2.69% |
| Document | Date |
|---|---|
| Proxy statement · Q2 FY2027 LAM RESEARCH CORPORATION PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION AND CHANGES • CEO compensation details are referenced throughout the documen | 2026-09-24 |
| Board / officer change · Q1 FY2027 LAM RESEARCH CORPORATION (LRCX) - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size reducing from 12 to 10 directors effective November 2, 2026 • Two di | 2026-08-27 |
| Annual report FY2026 LAM RESEARCH CORPORATION – FORM 10-K SUMMARY (FISCAL YEAR ENDED JUNE 28, 2026) HEADLINE NUMBERS • Market Capitalization: $178.3 billion (as of Decem | 2026-08-07 |
| Results announced · Q1 FY2027 LAM RESEARCH CORPORATION – Q4 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $6.72 billion in June 2026 quarter, up 15.1% quarter-over-quarter f | 2026-07-29 |
| Quarterly report · Q3 FY2026 LAM RESEARCH CORPORATION – Q3 2026 (9 MONTHS ENDED MARCH 29, 2026) SUMMARY --- HEADLINE NUMBERS • Nine-month revenue: $16,510,452 thousand ($16.51 | 2026-04-23 |
| Results announced · Q4 FY2026 LAM RESEARCH CORPORATION Q3 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $5.84 billion (up 9% quarter-over-quarter from $5.34 billion | 2026-04-22 |
| Board / officer change · Q3 FY2026 LAM RESEARCH CORPORATION (LRCX) - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Expansion and Director Appointment: Anirudh Devgan, Ph.D., age 56, a | 2026-02-03 |
| Quarterly report · Q2 FY2026 LAM RESEARCH CORPORATION – Q3 2025 SUMMARY HEADLINE NUMBERS • Q3 2025 Revenue: $5,344,791 thousand ($5.34 billion), up 22% from $4,376,047 thousand | 2026-01-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.33 / share ex-date Sep 23, 2026 · pay Oct 14, 2026 | 2026-09-23 |
| Dividend | $0.26 / share ex-date Jun 17, 2026 · pay Jul 8, 2026 | 2026-06-17 |
| Dividend | $0.26 / share ex-date Mar 4, 2026 · pay Apr 8, 2026 | 2026-03-04 |
| Dividend | $0.26 / share ex-date Dec 3, 2025 · pay Jan 7, 2026 | 2025-12-03 |
| Dividend | $0.26 / share ex-date Sep 24, 2025 · pay Oct 15, 2025 | 2025-09-24 |
| Split | 10 : 1 effective Oct 3, 2024 | 2024-10-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lam Research Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.