LRCX LAM RESEARCH CORP — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$322

Period return

+101.30 (+45.90%)

Volume

11.8M

2026-07-21O $328.13 H $328.14 L $313.29 C $322MA5 $319.69MA20 $355.07MA60 $325.29MA120 $279.55

6M · 124 barsYahoo Finance · USD2026-01-22 → 2026-07-21

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2026. 07. 29.Highin 8 days
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2026. 06. 29.LowBUY22 days ago
Cantor Fitzgerald: Overweight
US analyst rating / recommendation change.
2026. 06. 23.LowBUY28 days ago
B of A Securities: Buy
US analyst rating / recommendation change.
2026. 06. 22.LowBUY29 days ago
Wells Fargo: Overweight
US analyst rating / recommendation change.
2026. 06. 18.LowBUYlast month
Citigroup: Buy
US analyst rating / recommendation change.
2026. 06. 16.LowBUYlast month
Oppenheimer: Outperform
US analyst rating / recommendation change.
2026. 06. 11.LowHOLDlast month
Barclays: Equal-Weight
US analyst rating / recommendation change.
2026. 06. 10.LowBUYlast month
Cantor Fitzgerald: Overweight
US analyst rating / recommendation change.
2026. 06. 10.LowBUYlast month
UBS: Buy
US analyst rating / recommendation change.
2026. 06. 02.LowBUY2 months ago
Wells Fargo: Overweight
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

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Research actions

Consensus PT $313.69 · 32 analysts

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AI Brief (Premium)

Automated summary from public sources · not investment advice

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Top institutions (13F)

Ranked by position value

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Company info

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Sector: Technology
Industry

Quarter	Date	Time	EPS est.	EPS actual	Surprise	Rev. est.	Rev. actual	Status
—	2026. 07. 29.	After market close (AMC)	$1.67	—	—	$6.65B	—	Scheduled
FY2026 Q3	2025. 03. 30.	Time TBD	—	$2.81	—	—	$13.26B	Reported
FY2026 Q2	2024. 12. 29.	Time TBD	—	$1.78	—	—	$8.54B	Reported
FY2026 Q1	2024. 09. 29.	Time TBD	—	$0.86	—	—	$4.17B	Reported

#	Institution	Mandate	Shares	Value	Weight	Change	Position
1	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,502,227	$320.97M	0.27%	—	New position
2	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,257,457	$215.25M	0.34%	—	New position
3	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	96,015	$16.44M	0.03%	—	New position
4	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	29,913	$6.39M	0.01%	—	New position

LAM RESEARCH CORP램리서치

Price chart

Recent event timeline

Recent earnings

Research actions

Top news

Key stats

Date	Firm	Analyst	Action	Rating change	Price target	Report
2026. 06. 29.	Cantor Fitzgerald	—	Maintain	Overweight → Overweight	—	Cantor Fitzgerald: Overweight
2026. 06. 23.	B of A Securities	—	Maintain	Buy → Buy	—	B of A Securities: Buy
2026. 06. 22.	Wells Fargo	—	Maintain	Overweight → Overweight	—	Wells Fargo: Overweight
2026. 06. 18.	Citigroup	—	Maintain	Buy → Buy	—	Citigroup: Buy
2026. 06. 16.	Oppenheimer	—	Maintain	Outperform → Outperform	—	Oppenheimer: Outperform
2026. 06. 11.	Barclays	—	Maintain	Equal-Weight → Equal-Weight	—	Barclays: Equal-Weight