LRCX

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LRCX
$294,70
+$7,70(+2,68%)

*Data last updated: 2026-05-10 14:43 (UTC+8)

As of 2026-05-10 14:43, Lam Research Corp (LRCX) is priced at $294,70, with a total market cap of $367,73B, a P/E ratio of 23,36, and a dividend yield of 0,34%. Today, the stock price fluctuated between $287,53 and $297,42. The current price is 2,49% above the day's low and 0,91% below the day's high, with a trading volume of 8,39M. Over the past 52 weeks, LRCX has traded between $208,22 to $299,90, and the current price is -1,73% away from the 52-week high.

LRCX Key Stats

Yesterday's Close$286,52
Market Cap$367,73B
Volume8,39M
P/E Ratio23,36
Dividend Yield (TTM)0,34%
Dividend Amount$0,26
Diluted EPS (TTM)5,36
Net Income (FY)$5,35B
Revenue (FY)$18,43B
Earnings Date2026-07-29
EPS Estimate1,65
Revenue Estimate$6,61B
Shares Outstanding1,28B
Beta (1Y)1.819
Ex-Dividend Date2026-03-04
Dividend Payment Date2026-04-08

About LRCX

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
SectorTechnology
IndustrySemiconductors
CEOTimothy Archer
HeadquartersFremont,CA,US
Employees (FY)19,00K
Average Revenue (1Y)$970,29K
Net Income per Employee$282,01K

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Lam Research Corp (LRCX) Latest News

2026-04-16 08:24Musk Demands "Light Speed" Response from Chipmakers for Terafab ProjectGate News message, April 16 — Elon Musk's team has issued urgent directives to major semiconductor equipment manufacturers including Applied Materials (AMAT), Tokyo Electron, and Lam Research (LRCX), demanding "light speed" responsiveness to prepare for the Terafab project, according to sources. The initiative represents Musk's ambitious attempt to enter advanced chip manufacturing, with the project targeting annual computing capacity of 1 terawatt, backed by investment of $20-25 billion. Over recent weeks, employees working for the Tesla and SpaceX joint venture have been inquiring about pricing and delivery timelines for photomasks, substrates, etch equipment, deposition systems, and testing tools. Musk's representatives requested rapid price estimates while providing minimal information about production specifications. In one instance, suppliers received requests for estimates on a Friday before a holiday, with delivery expected by the following Monday. The initiative has already boosted stock prices of Tokyo Electron (up 6% on the news), Advantest, Screen Holdings, and Disco. The Terafab project plans to establish a pilot production line in Austin capable of processing 3,000 wafers monthly, with commercial silicon chip manufacturing targeted for 2029. Musk has emphasized that the semiconductors will support xAI operations, humanoid robots, and space data centers. The project addresses concerns about semiconductor supply constraints amid massive AI infrastructure investment—major data center operators are expected to spend approximately $650 billion on infrastructure this year alone. Intel CEO Chen-Fu Giannou has publicly confirmed deep involvement in Terafab, with both companies collaborating on next-generation processors for robots and hyperscale data centers. Meanwhile, Musk's team is also negotiating with Samsung Electronics, though Samsung has indicated preference for allocating dedicated capacity at its new Texas facility rather than supporting fully independent manufacturing. Tesla's AI5 chip successfully completed tape-out recently, validating the necessity for large-scale in-house production capacity to support future full self-driving and Dojo supercomputer demands. However, investment analysts at Bernstein and other institutions have raised significant concerns. Bernstein estimates the project's actual capital expenditure could reach $5-13 trillion to achieve the 1-terawatt computing target, far exceeding current budgets. Tammy Qiu, head of technology equity research at Berenberg, noted the firm has not incorporated Terafab into its financial models for ASML, stating "the intent is real" but substantial progress is unlikely within the next two years.

Hot Posts su Lam Research Corp (LRCX)

MrDecoder

MrDecoder

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Breakfast News: Markets Breathe Easy on Iran Truce -------------------------------------------------- ### April 22, 2026 | Tuesday's Markets | | --- | | **S&P 500** 7,064 (-0.63%) | | **Nasdaq** 24,260 (-0.59%) | | **Dow** 49,149 (-0.59%) | | **Bitcoin** $75,602 (-1.15%) | Source: Image created by Jester AI. 1. Futures up as Iran Ceasefire Extended ---------------------------------------- Stock market futures were higher this morning, after President Trump said he's extending the ceasefire until "discussions are concluded, one way or the other" – following a request from peace broker Pakistan, until "leaders and representatives can come up with a unified proposal." In early trading, S&P 500 futures gained 0.5%, with Nasdaq futures up 0.7%. * **"I have ... directed our military to continue the blockade":** There's no letup of pressure on ships connected with Iran yet, as the Strait of Hormuz remains closed after Iran accused the U.S. of breaking its commitments. * **"Biggest oil supply disruption on record" – Reuters:** Despite the threat of immediate escalation subsiding, oil futures barely moved, held back by the growing uncertainty. Benchmark Brent Crude fell just 0.6% this morning to a fraction below $98, with WTI down 1% at around $89. 2. After-Market Results Roundup for Fool Recs --------------------------------------------- * **Intuitive Surgical** (ISRG 0.81%) gained a little over 1% overnight, on the back of a 23% jump in first-quarter revenue year over year (YoY). CFO Jamie Samath noted oil prices had not significantly impacted Q1, but are expected "to have a greater unfavorable impact in the remainder of the year" on the _Rule Breakers_ recommendation. * **EQT** (EQT 0.46%), beating the S&P 500 by 11% since its 2024 _Hidden Gems_ rec, saw a modest price rise around 0.4% before the market opened, even though the natural gas producer posted a 97.5% YoY jump in non-GAAP earnings per share – with free cash flow up 69% and net debt falling $2 billion. * **Interactive Brokers** (IBKR +0.85%), recommended in _Stock Advisor_ by Team Hidden Gems, reached 4.75 million clients at the end of the quarter, up 31%, boosting non-GAAP revenue 20% YoY. We had no explicit full-year guidance, but investors should watch margins. The stock rose around 1% pre-market. 3. Today's Selected Stock Advisor Earnings ------------------------------------------ * **CME Group** (CME 1.97%) reported new highs across the board in its first quarter of fiscal 2026, with revenue climbing to $1.9 billion and net income reaching $1.2 billion. Chairman and CEO Terry Duffy said “Robust demand for our products drove Q1 average daily volume up 22% to a record 36.2 million contracts, including records in all six asset classes.” The stock barely moved in response. * **Lam Research** (LRCX +2.53%) will reveal Q3 figures following the closing bell, with its stock price more than trebling over the past 12 months. Also recommended in _SA_ by Team Rule Breakers like CME, the company is expected to deliver further AI-led growth in advanced chip packaging. * **ServiceNow** (NOW 2.54%), recommended in _SA_ by Team Hidden Gems, has Q1 results scheduled after market close, as the company faces competitive pressure in the drive to incorporate AI in its workflow software offerings. Fool contributing analyst Jeff Santoro last month noted "if you're a company using a software for a long time ... it's really hard to rip it out and change it with something else." 4. Your Take ------------ **Shopify** (SHOP 1.37%) has dropped around 20% year to date in the recent SaaS sell-off. **Are you seeing it as a buying opportunity, holding steady if you own it, or using the weakness to trim or exit? What's shaping your view?** Debate with friends and family, or become a member to hear what your fellow Fools are saying!
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