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Lam Research Corporation is a leading supplier of wafer fabrication equipment and services to the semiconductor industry, critical for manufacturing AI chips and GPUs.
- Share Price
- 222.39USD
- Market Cap
- 277.80BUSD
- Revenue
- 26.13BUSD
- Net Income
- 8.45BUSD
- P/E (trailing)
- 33.1x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
222.39 USD |
| Market Cap |
277.80B USD |
| Shares Outstanding |
1.25B |
| Shares Float |
1.24B |
| 52w Low |
135.50 USD |
| 52w High |
438.50 USD |
| Avg Volume |
10.04M |
Valuation
| P/E (trailing) |
33.1x |
| P/E (forward) |
18.2x |
| P/B |
19.97x |
| Enterprise Value |
274.04B USD |
| Book Value / Share |
11.13 USD |
| PEG Ratio |
0.87x |
| P/S |
10.63x |
| EV / Revenue |
10.49x |
| EV / EBITDA |
27.09x |
Income
| Revenue |
26.13B USD |
| Revenue / Share |
20.87 USD |
| EBITDA |
10.12B USD |
| Net Income |
8.45B USD |
| EPS (trailing) |
6.71 USD |
| EPS (forward) |
12.24 USD |
Margins & Profitability
| Gross Margin |
51.0% |
| Operating Margin |
40.0% |
| Profit Margin |
32.3% |
| EBITDA Margin |
38.7% |
| Return on Equity |
70.1% |
| Return on Assets |
25.0% |
Growth
| Revenue Growth |
54.4% |
| Earnings Growth |
76.6% |
Cash & Debt
| Total Cash |
7.44B USD |
| Total Debt |
3.74B USD |
| Free Cash Flow |
4.55B USD |
| Operating Cash Flow |
7.58B USD |
| Debt / Equity |
0.27x |
| Current Ratio |
2.48x |
| Quick Ratio |
1.79x |
Dividend
| Rate |
1.32 USD |
| Yield |
0.6% |
| Payout Ratio |
16.5% |
| Ex-Date |
02-Dec-2026 |
Analyst Consensus
| Target (Mean) |
363.03 USD |
| Target (Median) |
352.50 USD |
| Target (High) |
500.00 USD |
| Target (Low) |
255.00 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
30 |
Identifiers
| ISIN | US5128073062 |
| CUSIP | 512807108 |
| FIGI | BBG000BNFLM9 |
| SEDOL | 2502247 |
Sentiment 68.0%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Lam Research benefited from sustained AI-driven demand for advanced semiconductor manufacturing equipment, with multiple foundry expansions announced in the period. Positive analyst upgrades highlighted robust order backlog and margin expansion potential. Industry tailwinds from hyperscaler capex continued to support equipment suppliers like LRCX.
Neutral / mixed
Broader semiconductor cycle remained mixed with some memory segment softness offsetting logic strength. Macroeconomic uncertainty around interest rates and global growth created cautious investor sentiment. Valuation multiples stayed elevated but aligned with historical AI-boom averages.
Negative drivers
Ongoing US-China trade restrictions introduced periodic volatility and delayed equipment shipments to certain regions. Competitor announcements and potential market share shifts raised questions about long-term positioning. Short-term pullbacks in tech indices weighed on LRCX alongside peers.
Bottom line
Sentiment for Lam Research stayed moderately positive over the window, anchored by AI infrastructure spending despite geopolitical and cyclical headwinds. The stock reflected a constructive but not euphoric outlook typical of equipment names in the current cycle.
Nasdaq
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