Lam Research Corporation (LRCX)
Information Technology9 articles
Price chart
Why is LRCX moving today?
-4.9%LRCX is -4.9% today, a large move, and no story about it reached the feed in the last 24 hours. Large moves without a headline are common: index flows, options positioning, a peer's report or a sector rotation can all do it. We do not invent a reason.
What this does not prove. A story on the same day is evidence of timing, not of cause: it explains a move only if it accounts for the size and the direction, and most single-stock moves carry a sector or index component too. Nothing here is a forecast.
Source: Yahoo Finance - quote as of 10 hours ago
Lam Research Corporation (LRCX) overview
Lam Research makes wafer-fabrication equipment for the semiconductor industry.
LRCX is a member of the S&P 500. It sits in the Information Technology sector. That sector covers hardware, software and semiconductor companies driving the digital economy.
Lam Research Corporation trades on the NasdaqGS under the ticker symbol LRCX. The most recent market data puts the share price at about $263.94. That is down 4.87% on the session. At that price the company is worth roughly $330.30B.
Over the past 52 weeks, LRCX has traded between $135.50 and $438.50. Shares change hands at a trailing price-to-earnings (P/E) ratio of about 48.2. The P/E ratio sets the share price against a year of earnings. A higher number means the market is paying more for each dollar the company earns. LRCX also pays a dividend. It yields around 0.50% at the current price.
Key statistics
Source: Yahoo Finance - quote as of 10 hours ago
Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.
Why investors watch LRCX
LRCX is one of the larger names in the Information Technology sector, so investors follow it closely. It tends to move with the rest of the sector. This page sums up each LRCX story as it breaks, and tags it bullish, bearish or neutral.
Size matters here as well. The S&P 500 is weighted by market value. LRCX is large enough that its own share price nudges the whole index. So it is worth watching even for investors who only hold index funds.
What moves LRCX
- Earnings. LRCX reports results four times a year. A surprise against the estimate tends to move the stock that day.
- Analyst calls. Upgrades, downgrades and new price targets change what the market expects from LRCX.
- Sector news. Information Technology stocks often move together, so a rival's news can move LRCX too.
- Index weight. LRCX is big enough to move the S&P 500 on its own.
Market Mood
Latest LRCX news
Bank and Chipmaker Earnings Set to Shape Markets Next Week
The upcoming week will see the commencement of earnings season with major banks and semiconductor companies reporting their results. Key financial institutions like Goldman Sachs, Wells Fargo, JPMorgan Chase, and Citigroup will report on Tuesday. Jim Cramer notes recent weakness in bank stocks, which might rally if they surpass expectations. Additionally, Johnson & Johnson will release its earnings, often seeing a stock sell-off despite strong results. The release of consumer price index data on Wednesday will provide signals on inflation trends. Semiconductor company ASML will also report, with potential guidance updates impacting related stocks such as Lam Research and Applied Materials. On Thursday, chipmaker Taiwan Semiconductor Manufacturing’s earnings could significantly affect tech sector valuations. Economic indicators like the producer price index and retail sales data will further inform on inflation and consumer spending. This earnings season is critical for investors to gauge corporate performance amid economic pressures like rising bond yields and oil prices. The results could potentially drive significant stock movements, particularly in the banking and technology sectors.
Read More: Bank and Chipmaker Earnings Set to Shape Markets Next Week
AMAT, LRCX, KLAC Outlook Shows Structural Upcycle in Equipment
The outlook for wafer fabrication equipment makers Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) indicates a structural upcycle. This development suggests improving market conditions for semiconductor manufacturing. Increased demand for chips is supporting revenue growth for these companies, which may affect their stock performance. The ongoing growth in the semiconductor sector highlights potential investment opportunities for ordinary investors in these key players.
Read More: AMAT, LRCX, KLAC Outlook Shows Structural Upcycle in Equipment
Lam Research (LRCX) Q2 EPS of $1.82 Beats Estimates by $0.12
Lam Research (LRCX) reported Q2 EPS of $1.82, surpassing expectations of $1.70. The company provided guidance of $2.15 for the next quarter, exceeding the street estimate of $1.84. Following the earnings report, the stock rose approximately 20%. Currently, shares trade at about 30 times forward earnings against a full-year estimate of $9.40, which is near the historical high range. This matters for investors as the semiconductor equipment sector remains optimistic, indicated by increased capital expenditures from major players like Taiwan Semiconductor and Intel.
Read More: Lam Research (LRCX) Q2 EPS of $1.82 Beats Estimates by $0.12
Intel (INTC) and Lam Research (LRCX) Top Premarket Stock Movers
Premarket trading showed significant movements with notable stocks like Lam Research (LRCX) and Intel (INTC). LRCX gained approximately 2.5% while INTC saw a premarket increase of around 1.8%. Such fluctuations indicate potential shifts in investor sentiment and market valuation ahead of the regular trading session. These premarket changes can influence overall market trends, highlighting the importance of monitoring key players like INTC and LRCX.
Read More: Intel (INTC) and Lam Research (LRCX) Top Premarket Stock Movers
Lam Research (LRCX) Insights into Semiconductor Market Trends
Jim Cramer discussed Lam Research Corporation (LRCX) as part of his investment insights related to a recent market rotation. He emphasized LRCX's significant intellectual property in semiconductor capital equipment, indicating that the firm plays a crucial role in meeting production needs for companies like Micron. During a previous episode, Cramer suggested a buying strategy of accumulating shares after a drop in prices. While he acknowledged the stock’s potential, he hinted at a competitive landscape, suggesting that some AI stocks might present greater investment opportunities.
Read More: Lam Research (LRCX) Insights into Semiconductor Market Trends
AMAT and LRCX Stocks Defended Amid Market Pressures
Lynx Equity has provided defense for the stocks of Applied Materials (AMAT) and Lam Research (LRCX) during ongoing market pressures. The defense comes amidst a challenging environment, which has raised concerns regarding semiconductor demand and related stock performance. Specific financial performance metrics or trading volumes from Lynx Equity's report were not detailed. However, this support could provide a stabilizing effect on both stocks as they navigate current market conditions.
Read More: AMAT and LRCX Stocks Defended Amid Market Pressures
Sandisk (SNDK) Faces Memory Demand Surge Amid Supply Shortages
Jim Cramer highlighted Sandisk Corporation (SNDK) during a segment discussing increased demand for memory products due to a shortage linked to data center expansion. He mentioned that companies like Sandisk, along with Western Digital and Lam Research, are struggling with high demand and limited supply, leading to rising costs. The ongoing shortage is perceived as a tax on the system, increasing data center operational costs. Despite acknowledging Sandisk's potential, Cramer indicated that other tech stocks may present better investment opportunities.
Read More: Sandisk (SNDK) Faces Memory Demand Surge Amid Supply Shortages
Lam Research (LRCX) Q2 FY26 Revenue Hits $5.344B, Beats Estimates
Lam Research (LRCX) reported Q2 FY26 revenue of $5.344 billion, exceeding estimates by 2.01%. Non-GAAP EPS was $1.27, surpassing consensus by 8.7%. For Q3, the company guided revenue to $5.70 billion, while gross margin is expected to compress to approximately 49.0%. The stock has declined 13% from its filing-date high of $252.41 to around $218.90, despite being up 27.76% year to date, indicating market volatility ahead of the earnings report on April 22.
Read More: Lam Research (LRCX) Q2 FY26 Revenue Hits $5.344B, Beats Estimates
Lam Research (LRCX) Stock Climbs 191.45% Over Past Year, Market Cap $265.8B
In Q4 2025, Lam Research Corporation (LRCX) reported a share price of $211.62, experiencing a monthly return of -9.52% but a significant yearly gain of 191.45%. The company currently holds a market capitalization of $265.801 billion. During this quarter, LRCX shares delivered over 25% return, driven by increased demand for semiconductor equipment due to AI dynamics. Columbia Global Technology Growth Fund noted that LRCX maintained an 80% market share in its core etch-equipment market.
Read More: Lam Research (LRCX) Stock Climbs 191.45% Over Past Year, Market Cap $265.8BMore Information Technology stocks
Frequently asked questions
Is Lam Research Corporation in the S&P 500?
Yes. Lam Research Corporation trades as LRCX and is a member of the S&P 500. The index lists it in the Information Technology sector.
What sector is LRCX in?
LRCX sits in the Information Technology sector of the S&P 500.
Where can I find the latest LRCX news?
Right here. This page collects recent LRCX news and market analysis. Every story gets an AI summary and a bullish, bearish or neutral tag.
What is Lam Research Corporation's stock price?
LRCX last traded at about $263.94. Prices move all through the session, so this is the latest quote rather than a live one.
What is Lam Research Corporation's market cap?
LRCX is worth roughly $330.30B. Market cap is the share price times the number of shares outstanding.
What is LRCX's P/E ratio?
LRCX trades at a trailing P/E ratio of about 48.2. The ratio compares the share price with earnings per share over the past year.