In the latest trading session, Lam Research (LRCX) closed at $329.92, marking a -5.83% move from the previous day.
Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.
Lam Research has outperformed, surging over 120% in seven months versus the benchmark's 11%. LRCX now trades at a 62x forward P/E, a significant premium to peers at 25x, raising valuation concerns. Despite strong demand growth in wafer-fabrication and etching markets, much of the upside may be priced in.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 47,086 | $4.65M | $15.55M | $10.9M | 234.37% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,521 | $109,895.71 | $502,378.69 | $392,482.98 | 357.14% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 7,119 | $526,914.84 | $2.36M | $1.83M | 347.73% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,210 | $241,639.8 | $729,951.95 | $488,312.15 | 202.08% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 11,961 | $863,659.08 | $3.95M | $3.09M | 357.43% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Srini Pajjuri RBC Capital | 7.72 | $1,858.85 | $2,449.06 | $590.21 | 31.75% |
Vijay Rakesh Mizuho | 987.24 | $302,291.67 | $314,139.03 | $11,847.36 | 3.92% |
Krish Sankar TD Cowen | 38.31 | $11,559.7 | $12,008.75 | $449.05 | 3.88% |
Jay Goldberg Seaport Global | 44.2 | $11,526.3 | $13,765.74 | $2,239.44 | 19.43% |
| EY Ed Yang Oppenheimer | 892.42 | $347,080.62 | $283,049.36 | -$64,031.26 | -18.45% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Timothy Archer CEO | NASDAQ (NGS) Exchange | 512807306 CUSIP |
| US Country | 19,000 Employees | 17 Jun 2026 Last Dividend | 3 Oct 2024 Last Split | 11 May 1984 IPO Date |
Lam Research Corporation, a pivotal entity in the semiconductor industry, specializes in the design, manufacture, marketing, refurbishment, and servicing of semiconductor processing equipment crucial for integrated circuit fabrication. Established in 1980 and headquartered in Fremont, California, the company caters to a global clientele, distributing its innovative products and services across the United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. Lam Research's commitment to advancing semiconductor technology has positioned it as a key player in the semiconductor industry, continuously fueling the evolution of electronics with its cutting-edge solutions.