US · Technology · Semiconductor Equipment & Materials
EPS came in at 2.20 against a street estimate of 2.17 — a beat of 1.4%.
Analysts rate Lam Research Corp a strong buy (30 buy, 4 hold, 0 sell out of 34) with an average price target of $364.03.
CONFIDENT Lam delivered record revenue and margins, guided December higher, and sees a multiyear AI-driven investment cycle despite supply constraints and lower China contribution. Q2 FY26 China rose from 26% to 35% of revenue, while Taiwan fell from 27% to 18%; management expects China to be meaningfully lower in December. Analysts focused on supply constraints, NAND upgrades, China exposure, margins and the 2027 WFE outlook. Management characterized demand as strong, expects delayed shipments to recover, and highlighted supplier capacity expansion. 2026-10-21…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.61% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.85% |
| Amvescap Plc. | 4.18% |
| JPMorgan Chase & Co | 3.62% |
| Vanguard Portfolio Management, LLC | 2.93% |
| Geode Capital Management, LLC | 2.76% |
| FMR Inc | 2.69% |
| Document | Date |
|---|---|
| Shareholder vote results · Q2 FY2027 OTHER NOTABLE POINTS • Lam Research held its Annual Meeting of Stockholders by webcast on November 3, 2026. • All 10 director nominees were elected. | 2026-11-05 |
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Fiscal Q1 ended September 27, 2026 revenue was $8,219,418 thousand, up from $5,324,173 thousand in the prior-year quarter. • Net | 2026-10-22 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • September 2026 quarter revenue was $8.22 billion, up 22% from $6.72 billion in June 2026 and up from $5.32 billion in September 20 | 2026-10-21 |
| Proxy statement · Q2 FY2027 LAM RESEARCH CORPORATION PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION AND CHANGES • CEO compensation details are referenced throughout the documen | 2026-09-24 |
| Board / officer change · Q1 FY2027 LAM RESEARCH CORPORATION (LRCX) - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size reducing from 12 to 10 directors effective November 2, 2026 • Two di | 2026-08-27 |
| Annual report FY2026 LAM RESEARCH CORPORATION – FORM 10-K SUMMARY (FISCAL YEAR ENDED JUNE 28, 2026) HEADLINE NUMBERS • Market Capitalization: $178.3 billion (as of Decem | 2026-08-07 |
| Results announced · Q1 FY2027 LAM RESEARCH CORPORATION – Q4 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $6.72 billion in June 2026 quarter, up 15.1% quarter-over-quarter f | 2026-07-29 |
| Quarterly report · Q3 FY2026 LAM RESEARCH CORPORATION – Q3 2026 (9 MONTHS ENDED MARCH 29, 2026) SUMMARY --- HEADLINE NUMBERS • Nine-month revenue: $16,510,452 thousand ($16.51 | 2026-04-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.33 / share ex-date Sep 23, 2026 · pay Oct 14, 2026 | 2026-09-23 |
| Dividend | $0.26 / share ex-date Jun 17, 2026 · pay Jul 8, 2026 | 2026-06-17 |
| Dividend | $0.26 / share ex-date Mar 4, 2026 · pay Apr 8, 2026 | 2026-03-04 |
| Dividend | $0.26 / share ex-date Dec 3, 2025 · pay Jan 7, 2026 | 2025-12-03 |
| Split | 10 : 1 effective Oct 3, 2024 | 2024-10-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lam Research Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.