LRCX Lam Research Corporation

LRCX Lam Research Corporation

Technology · Semiconductor Equipment & Materials

Desk view

Watchingmedium conviction
Perspectives AI Power Delivery

Market read

Scan convergence 2 scans as of 2026-08-17 1 bull 1 neutral converging

POC $158.26 · VWAP $223.17 · +54.1% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

5 related perspectives

Watchlists @bargain-bin@wfe-test-metrology

LRCX Price Structure

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Peers

Every watchlist LRCX belongs to, members best 30-day change first — LRCX highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@wfe-test-metrology
View watchlist →
TER+37.5% +5.8%1d +21.4%7d FORM+30.9% +5.0%1d +22.9%7d ONTO+25.5% +5.9%1d +20.6%7d ENTG+17.6% +0.8%1d +13.0%7d CAMT+17.6% +3.9%1d +8.4%7d LRCX+9.8% +3.5%1d +12.3%7d ASML+7.9% +2.1%1d +8.6%7d BESIY+6.2% +1.3%1d +8.1%7d ACLS+5.6% +2.8%1d +8.7%7d KLIC+4.7% +2.7%1d +17.7%7d AMAT+1.1% +5.5%1d +2.6%7d MKSI-1.2% +3.2%1d +9.8%7d AMKR-2.6% +3.9%1d +15.9%7d KLAC-3.3% +1.0%1d +6.7%7d
@bargain-bin
View watchlist →
WDAY+32.0% -3.8%1d +3.8%7d SAP+30.7% -0.1%1d -0.3%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d ORCL+16.0% -2.6%1d -2.9%7d INTU+15.3% -2.9%1d +0.3%7d NOW+14.0% -5.1%1d -7.6%7d ISRG+13.0% -1.1%1d -0.8%7d BKNG+12.7% -3.4%1d -3.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d LRCX+9.8% +3.5%1d +12.3%7d CME+9.3% -0.7%1d +1.6%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d DIS+6.0% -3.1%1d +0.3%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d DPZ+4.1% -3.1%1d -3.6%7d LOWE+4.0% -1.2%1d -1.4%7d UBER+3.5% -1.3%1d -3.9%7d AMD+2.1% -1.6%1d +7.8%7d HON+2.0% -1.9%1d -5.5%7d COST+1.5% -0.8%1d +0.1%7d PEP+0.8% -1.8%1d +0.4%7d DEE+0.5% -1.5%1d -1.5%7d CAT+0.3% +2.9%1d +5.2%7d WMTE+0.1% -0.8%1d +1.5%7d HDE-0.3% -0.3%1d -3.5%7d LULU-0.5% -3.2%1d -9.4%7d GOOGL-0.8% -0.6%1d -3.8%7d MCD-0.8% -2.7%1d -3.0%7d KLAC-3.3% +1.0%1d +6.7%7d QCOM-5.6% -2.2%1d 0.0%7d SPGI-8.9% -2.0%1d -0.1%7d NKE-10.7% -4.0%1d -7.2%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d TTD-27.9% -5.2%1d +0.2%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 23 sell n/a Profit target +27.6% complete
May 11 sell n/a Profit target +10.6% complete

Next earnings LRCX reports in 64 days Oct 21

Last report Jul 29

Lam Research reported fiscal Q4 2026 results (quarter ended June 28, 2026) via its own newsroom release. Coverage is directional, not itemized: StockAnalysis reports Lam beat both fiscal Q4 earnings and revenue expectations and issued a stronger outlook, with shares rising after the release; several analysts maintained positive ratings post-print, though som...

full note →

Against street estimates

How LRCX's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 29 · projection Aug 17

Result
Jul 29 1.681.82+8.1%Beat
Apr 22 1.361.47+7.9%Beat
Jan 28 1.171.27+8.7%Beat
Oct 22 '25 1.221.26+3.3%Beat
Jul 30 '25 1.211.33+10.4%Beat
Apr 23 '25 1.001.04+4.1%Beat
Jan 29 '25 0.880.91+3.5%Beat
Oct 23 '24 0.810.86+6.5%Beat

News (last pull)

Headlines about LRCX from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 18 days ago · Jul 31

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

LRCX research tape

52 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan WFE / Test-Metrology Scan — August 14, 2026 scan Monster Scan — 2026-08-14 scan Bargain Bin scan Monster Scan — 2026-08-13
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 29 Catalyst LRCX earnings
LRCX
Jul 28 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 17 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMATAMDAMKRANETASMLAVGOGOOGLINTC +4 more