Nama Insights

Lam Research (LRCX)

Technology · Semiconductor Equipment Materials · NASDAQ

S&P 500Nasdaq-100
Lam Research (LRCX) is a Technology company in the Semiconductor Equipment Materials industry. It has a market capitalization of $250.84B, a trailing price-to-earnings ratio of 29.6 and a free-cash-flow yield of 1.9%. Over the most recent reported fiscal year, revenue grew 26.0% and free cash flow per share fell 7.6%. Nama's AI scorecard rates it Buy, 8.5 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 8.5/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Leading · +103.2% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-54.3%
How far the last close sits under the highest price of the past five years.
Market cap$250.84B
Trailing P/E29.6
Price / book18.0
Price / sales9.6
FCF yield1.9%
Dividend yield0.7%
Gross margin51.0%
Operating margin37.0%
Net margin32.3%
Revenue growth (YoY)+26.0%
Revenue growth (3-yr annual)+10.1%
EPS growth (YoY)+40.6%
FCF/share growth (YoY)-7.6%
Beta1.9
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductor Equipment Materials

LRCX earnings

Next report: Jan 27, 2027 (Q2 2027, EPS estimate $2.35). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Oct 21, 2026 $2.20 $2.18 +0.9% $8.22B
Q4 2026 Jul 29, 2026 $1.82 $1.68 +8.3% $6.72B
Q3 2026 Apr 22, 2026 $1.47 $1.36 +8.1% $5.84B
Q2 2026 Jan 28, 2026 $1.27 $1.17 +8.6% $5.34B

LRCX analyst price target

Median target $352.50 from 30 analysts, ranging $255.00 – $500.00.

Semiconductor Equipment Materials peers

TickerCompanyMarket capP/E
ASML ASML Holding $549.12B 42.0
AMAT Applied Materials $264.04B 30.5
KLAC KLA $180.45B 33.8
TER Teradyne $34.07B 23.9
Q Qnity Electronics $24.46B 25.7
ENTG Entegris $19.56B 34.4
NVMI Nova $9.96B 31.8
ONTO Onto Innovation $8.50B 31.3
Explore live LRCX data on Nama Insights →

Recent Congressional trades

Lam Research trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
David J. Taylor House Buy $1,001 - $15,000 Oct 29, 2026
Sheldon Whitehouse Senate Sell $1,001 - $15,000 Sep 2, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
David J. Taylor House Sell $1,001 - $15,000 Jun 12, 2026
David J. Taylor House Sell $1,001 - $15,000 May 7, 2026
David J. Taylor House Buy $1,001 - $15,000 Mar 20, 2026
David J. Taylor House Sell $1,001 - $15,000 Mar 6, 2026
Cleo Fields House Buy $15,001 - $50,000 Feb 24, 2026
David J. Taylor House Sell $1,001 - $15,000 Feb 2, 2026
David J. Taylor House Sell $15,001 - $50,000 Jan 21, 2026
Jonathan Jackson House Sell $1,001 - $15,000 Oct 15, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025

LRCX FAQ

Is LRCX a buy?
Nama's AI scorecard currently rates Lam Research Buy (8.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LRCX's P/E ratio?
Lam Research trades at a trailing price-to-earnings ratio of 29.6.
When does LRCX report earnings?
Lam Research's next scheduled report is on Jan 27, 2027. Analysts expect EPS of $2.35.
What is the LRCX price target?
The median analyst price target from 30 analysts is $352.50, with a range of $255.00 – $500.00.
Is LRCX Shariah compliant?
Nama's AAOIFI-style screen reads Lam Research as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does LRCX pay a dividend?
Yes — Lam Research's dividend yield is 0.7%.