LRCXLam Research

$314.75
Lam Research logo

Price

$314.75+230%1Y
1M-3.5%1Y+230%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value17
Quality97
Momentum93
Growth72
Strongest Quality, weakest Value · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Incorporated in 1980, Lam Research Corporation (“Lam Research,” “Lam,” “we,” “our,” “us,” or the “Company”) is a Delaware corporation, headquartered in Fremont, California. We maintain a network of facilities throughout Asia, Europe, and the United States in order to meet the needs of our dynamic customer base. Additional information about Lam Research is available on our website at www.lamresearch.com. The content on any website referred to in this Form 10-K is not a part of or incorporated by reference in this Form 10-K unless expressly noted.

In the company’s own words · 10-K filed Aug 11, 2025 · SEC EDGAR

P/E (TTM)54.6
Market Cap$486.52B
1Y Return+230%
5Y Return+420%

Business segments

Q1 2026 · $5.84B

The company’s own SEC segment disclosure.

  • CN$2.00B34%
  • KR$1.35B23%
  • TW$1.32B23%
  • JP$470.7M8%
  • US$355.3M6%
  • Southeast Asia$207.8M4%
  • Other (1)$140.9M2%

Lam Research (LRCX) reported revenue of $6.72B in Q4 2026 (quarter ended June 28, 2026), up 30% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $2.28B (34% of revenue). For the full year FY2026, revenue was $23.2B (+26% year on year) and net income $7.27B. Its largest region in 2026-Q1 was CN at $2.00B, 34% of the disclosed total, just ahead of KR at 23%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.