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LRCX

Lam Research Corp
$
59.090
-6.130(-9.400%)
  • Overview
  • Forecast
  • Valuation
Line
Line
|
Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
63.070
Open
62.510
VWAP
60.08
Vol
26.25M
Mkt Cap
75.85B
Low
57.970
Amount
1.58B
EV/EBITDA(TTM)
17.87
Total Shares
130.74M
EV
92.64B
EV/OCF(TTM)
20.33
P/S(TTM)
5.86

Lam Research Corporation is a supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of inte...Show More

Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q3
FY2025Q4
FY2026Q1
4.64B
+22.31%
0.996
+27.9%
4.60B
+18.73%
0.977
+20.04%
4.46B
+7.13%
0.932
+8.41%
Estimates Revision
The market is revisingUpwardthe revenue expectations for Lam Research Corporation (LRCX) for FY2025, with the revenue forecasts being adjusted by 2.76%over the past three months. During the same period, the stock price has changed by-24.22%.
Revenue Estimates for FY2025
Revise Upward
up Image
+2.76%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+5.8%
In Past 3 Month
Stock Price
Go Down
down Image
-24.22%
In Past 3 Month
24 Analyst Rating
up Image
62.94% Upside
Wall Street analysts forecast LRCX stock price to riseover the next 12 months. According to Wall Street analysts, the average 1-year price target for LRCX is 96.28USD with a low forecast of75.00USD and a high forecast of125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Buy
6 Hold
0 Sell
Strong Buy
up Image
62.94% Upside
Current: 59.090
sliders
Low
75.00
Averages
96.28
High
125.00
Jefferies
Blayne Curtis
Strong Buy
Maintains
$95 → $100
2025-03-28
Reason
Jefferies analyst Blayne Curtis raised the firm's price target on Lam Research to $100 from $95 and keeps a Buy rating on the shares as part of a broader research note refreshing the firm's WFE semiconductor outlook ahead of Q1 earnings. The firm expects strong DRAM and beginning of NAND recovery, albeit off a low base, the analyst tells investors in a research note. Jefferies adds that the industry capex being allocated to upgrades should see an outsized share of the economics going to Lam Research.
Cantor Fitzgerald
Matthew Prisco
Buy
Reiterates
$100
2025-02-20
Reason
Mizuho
Vijay Rakesh
Buy
Maintains
$87 → $100
2025-02-20
Reason
Mizuho analyst Vijay Rakesh raised the firm's price target on Lam Research to $100 from $87 and keeps an Outperform rating on the shares. The firm increased fiscal 2027 estimates following the analyst day. The analyst sees Lam as a key leader in deposition markets with an expanding market share.
Susquehanna
Mehdi Hosseini
Hold
to
Buy
Upgrades
$75 → $125
2025-02-20
Reason
Susquehanna upgraded Lam Research to Positive from Neutral with a $125 price target.
Cantor Fitzgerald
Matthew Prisco
Buy
Maintains
$100
2025-02-18
Reason
Needham
Charles Shi
Strong Buy
Reiterates
$90
2025-01-30
Reason
Wells Fargo
Joseph Quatrochi
Hold
Maintains
$82 → $85
2025-01-30
Reason
Wells Fargo analyst Joe Quatrochi raised the firm's price target on Lam Research to $85 from $82 and keeps an Equal Weight rating on the shares. While shares are up post better-than-expected Q1 2025 guide, the firm thinks investors will continually struggle with no change to expected NAND capacity upgrades in 2025 despite what appear to be weakening end demand data points.
Cantor Fitzgerald
Matthew Prisco
Hold
to
Buy
Upgrades
$95 → $100
2025-01-30
Reason
Cantor Fitzgerald analyst C.J. Muse upgraded Lam Research to Overweight from Neutral with a $100 price target.
Barclays
Tom O'Malley
Hold
Maintains
$90 → $75
2025-01-17
Reason
Keybanc
Steve Barger
Hold
to
Buy
Upgrades
$95
2025-01-17
Reason
KeyBanc analyst Steve Barger upgraded Lam Research to Overweight from Sector Weight with a $95 price target.

Valuation Metrics

The current forward P/E ratio for Lam Research Corp(LRCX.O) is 15.44, compared to its 5-year average forward P/E of 18.80. For a more detailed relative valuation and DCF analysis to assess Lam Research Corp 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PE
18.80
Current PE
15.44
Overvalued PE
24.91
Undervalued PE
12.69

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average EV/EBITDA
15.73
Current EV/EBITDA
12.58
Overvalued EV/EBITDA
19.69
Undervalued EV/EBITDA
11.77

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PS
5.01
Current PS
4.18
Overvalued PS
6.30
Undervalued PS
3.73

Financials

Annual
Quarterly
FY2025Q2
YoY :
+16.44%
4.38B
Total Revenue
FY2025Q2
YoY :
+24.21%
1.33B
Operating Profit
FY2025Q2
YoY :
+24.81%
1.19B
Net Income after Tax
FY2025Q2
YoY :
+27.78%
0.92
EPS - Diluted
FY2025Q2
YoY :
-58.64%
553.59M
Free Cash Flow
FY2025Q2
YoY :
+0.45%
47.37
Gross Profit Margin - %
FY2025Q2
YoY :
-26.38%
25.01
FCF Margin - %
FY2025Q2
YoY :
+7.21%
27.22
Net Margin - %
FY2025Q2
YoY :
+20.79%
33.00
ROIC

Trading Trends

Insider
Insiders areSelling! The selling amount has increased 7841.2% over the last month.
Sold
0-3
Months
9.9M
USD
1
3-6
Months
124.8K
USD
1
6-9
Months
528.9K
USD
1
0-12
Months
38.5M
USD
7
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds areBuying! The buying amount has increased 571.38% over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
111.5K
Volume
4
6-9
Months
0.0
Volume
0
0-12
Months
724.5K
Volume
28
Bought
0-3
0
0.0
Volume
Months
3-6
11
5.8M
Volume
Months
6-9
0
0.0
Volume
Months
0-12
22
863.5K
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
16.0K
USD
2
3-6
Months
113.5K
USD
5
6-9
Months
64.5K
USD
5
0-12
Months
24.0K
USD
3
Bought
0-3
0
0.0
USD
Months
3-6
4
32.0K
USD
Months
6-9
2
16.0K
USD
Months
0-12
1
8.0K
USD
Months

LRCX News & Events

Events Timeline
2025-02-19 (ET)
2025-02-19
20:55:01
Early notable gainers among liquid option names on February 20th
select
2025-02-19
09:14:21
Lam Research unveils ALTUS Halo for molybdenum atomic layer deposition
select
2025-01-29 (ET)
2025-01-29
15:33:11
Lam Research's Aether selected by leading memory manufacturer
select
2025-01-29
13:42:56
Notable companies reporting after market close
select
2025-01-06 (ET)
2025-01-06
08:55:01
Early notable gainers among liquid option names on January 6th
select
News
2.0
04-04CNBC
Technology stocks fall for a second session after Trump tariffs, led by Tesla and Nvidia
2.0
04-03CNBC
Tech stocks sink after Trump tariff rollout — Apple heads for worst drop in 5 years
1.0
04-02PRnewswire
Lam Research Corporation Announces March Quarter Financial Conference Call
8.0
04-01NASDAQ.COM
US Trade Policies Ignite a Stock Market Meltdown
4.5
04-01NASDAQ.COM
Stocks Sink on Tariff Announcement
4.5
04-01NASDAQ.COM
Stocks See Support from Magnificent Seven Stocks
4.5
04-01NASDAQ.COM
Stocks Erase Early Losses on Strong US Economic News
4.5
04-01NASDAQ.COM
Stock Sharply Lower on Concern US Trade War Will Upend the Global Economy
4.5
04-01NASDAQ.COM
Stock Rout Continues on Global Trade War Fears
2.0
04-01NASDAQ.COM
Stock Plunge as Trade War Escalates
4.5
04-01NASDAQ.COM
Stock Losses Deepen on China Retaliatory Tariffs
3.0
04-01NASDAQ.COM
LRCX Factor-Based Stock Analysis - Warren Buffett
2.0
03-31NASDAQ.COM
Here's Why Lam Research (LRCX) Gained But Lagged the Market Today
8.0
03-31CNBC
These stocks have boosted their dividends by 15% or more, says Morgan Stanley
4.5
03-31NASDAQ.COM
Stocks Slump on Fears Tariffs Will Derail the Economy
4.5
03-31NASDAQ.COM
Stocks Mixed on Tariff Concerns
4.5
03-31NASDAQ.COM
Global Equity Markets Slide on US Tariff Concerns
4.5
03-29NASDAQ.COM
Stocks Close Sharply Lower as Tariffs Spur Economic Worries
4.5
03-28NASDAQ.COM
Economic Worries Hammer Stocks
4.0
03-28Benzinga
Jefferies Maintains Buy on Lam Research, Raises Price Target to $100

FAQ

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What is Lam Research Corp (LRCX) stock price today?

The current price of LRCX is 59.09 USD — it hasdecreased-9.4 % in the last trading day.

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