Price (90d)
$332.36Signal Score (90d)
157Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $23.23B | $7.27B | $5.79 |
| 2025 | $18.44B | $5.36B | $4.17 |
| 2024 | $14.91B | $3.83B | $2.91 |
| 2023 | $17.43B | $4.51B | $3.33 |
| 2022 | $17.23B | $4.61B | $3.29 |
Social Signal Score
Earnings
Wed, Oct 21(in 2 months)
Consensus estimate $2.15 per share
Typical surprise +7.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$1.82 vs $1.69beat
- Wed, Apr 22$1.47 vs $1.36beat
- Wed, Jan 28$1.27 vs $1.17beat
- Wed, Oct 22$1.26 vs $1.22beat
- Wed, Jul 30$1.33 vs $1.21beat
- Wed, Apr 23$1.04 vs $1.00beat
Estimates and results for LRCX via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from LRCX's reported EPS growth of 15.2% a year over 4 years.
- EPS in 5 years
- $11.74
- Implied price
- $211.41
- Return from $332.36
- -8.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $105.11 — -68.4% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 5.2% | -23.1% | -19.6% | -16.6% | -14.0% | -11.6% |
| 10.2% | -19.4% | -15.7% | -12.6% | -9.9% | -7.4% |
| 15.2% | -15.8% | -11.9% | -8.7% | -5.8% | -3.2% |
| 20.2% | -12.1% | -8.1% | -4.7% | -1.7% | 1.0% |
| 25.2% | -8.5% | -4.3% | -0.7% | 2.4% | 5.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (9)
- News (RSS)thestreet·23h ago·Negative
Lam Research bets $3 billion on speed, not size Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...
View source ↗ - News247wallst.com·1d ago·Positive
Lam Research's Etch Moat Could Become the Most Profitable Lever in Next‑Gen Semiconductor Manufacturing Shares of Lam Research (NASDAQ:LRCX | LRCX Price Prediction) are rallying back rapidly after a pretty terrifying moment that saw nearly 42% of its value wiped out in just over a month.
View source ↗ - Newszacks.com·1d ago·Positive
Why Lam Research (LRCX) is a Top Stock for the Long-Term Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
View source ↗ - Newsreuters.com·1d ago·Neutral
Chip equipment maker Lam Research to invest more than $3 billion to expand R&D labs Lam Research said on Thursday it intends to invest more than $3 billion in the next five years to expand its global research and development lab network, as it seeks to increase experiment capacity and speed up product development.
View source ↗ - News (RSS)straitstimes·2d ago·Neutral
US semiconductor equipment firm Lam Research to add 200 jobs in Singapore amid AI boom Lam Research says majority of new positions are intended for local hires.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62583919 SPY DRAM EWT POET LRCX calls
View source ↗ - News247wallst.com·4d ago·Neutral
Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified. SpaceX released renderings of its 100,000,000 square foot Terrafab facility last week, a building roughly 15 times the size of the Pentagon and designed in part to break the memory oligopoly controlled by Micron, SK Hynix, and Samsung.
View source ↗ - Newszacks.com·4d ago·Neutral
Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst? LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
View source ↗ - Newszacks.com·5d ago·Positive
Lam Research (LRCX) Upgraded to Strong Buy: Here's Why Lam Research (LRCX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
View source ↗