Lam Research Corp (LRCX · NASDAQ)
LRCX · MARKET VIEW
Market view · as of Jun 3, 2026
Revenue (TTM)
$21.68B
+23.8% YoY
Gross margin
50.0%
EPS (latest q)
$1.47
vs $1.36 est · beat
52-wk position
100.0%
0.0% vs 52w high · +29.3% 1mo
Price (last ~year)
Lam Research (LRCX) shares reached $334.41, rising 5.5% in the latest session and 67.8% over the past three months. The company reported $5.84 billion in revenue and $1.83 billion in net income for the quarter ending March 31, 2026, reflecting 23.8% year-over-year revenue growth. Lam maintains a 30.9% profit margin and $4.75 billion in cash against $3.73 billion in debt, having exceeded earnings estimates in each of the last four quarters.
Valuation
- Market cap
- $418.20B
- P/E
- 63.34
- PEG
- 1.847
- P/B
- 37.47
- P/S
- 19.29
- EV/EBITDA
- 49.0
- Beta
- 1.819
- Analyst target
- $313.69
Quality & returns
- Gross margin
- 50.0%
- Operating margin
- 35.0%
- Profit margin
- 30.9%
- ROE
- 66.8%
- ROA
- 22.8%
Price movement
- Last
- $334.41
- 1-month
- +29.3%
- 3-month
- +67.8%
- RSI (14)
- 71
- vs SMA200
- +71.7%
- 52-wk position
- 100.0% 0.0% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $5.84B | $2.05B | $1.83B | $2.17B |
| 2025-12-31 | $5.34B | $1.81B | $1.59B | $1.98B |
| 2025-09-30 | $5.32B | $1.83B | $1.57B | $1.96B |
| 2025-06-30 | $5.17B | $1.74B | $1.72B | $1.88B |
Recent news
- Bullish Top Wide-Moat Stocks to Buy for Steady Long-Term Returns · 2026-06-03
- Bullish Lam Research Corporation $LRCX Position Boosted by Westpac Banking Corp · 2026-06-03
- Bullish CIBC Asset Management Inc Increases Stake in Lam Research Corporation $LRCX · 2026-06-03
- Bullish SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79% · 2026-06-03
- Neutral MKS Instruments Inc stock (US55306N1046): insider selling and strong post-earnings momentum · 2026-06-02
- Bearish Is Lam Research Corp (LRCX) Overvalued After 5.5% Rally? GF Valu · 2026-06-02
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)