Lam ResearchLRCX
LRCX
About: Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
Employees: 18,600
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,771% more repeat investments, than reductions
Existing positions increased: 1,169 | Existing positions reduced: 24
111% more first-time investments, than exits
New positions opened: 450 | Existing positions closed: 213
14% more funds holding
Funds holding: 1,448 [Q3] → 1,649 (+201) [Q4]
4% less capital invested
Capital invested by funds: $78B [Q3] → $74.6B (-$3.42B) [Q4]
5.92% less ownership
Funds ownership: 86.01% [Q3] → 80.09% (-5.92%) [Q4]
21% less funds holding in top 10
Funds holding in top 10: 29 [Q3] → 23 (-6) [Q4]
24% less call options, than puts
Call options by funds: $1.78B | Put options by funds: $2.34B
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
6%
downside
Avg. target
$91
22%
upside
High target
$125
68%
upside
14 analyst ratings
11 positive
79%
3 neutral
21%
0 negative
0%
Needham Charles Shi 13% 1-year accuracy 9 / 70 met price target | 7%upside $80 | Buy Maintained | 24 Apr 2025 |
Morgan Stanley Joseph Moore 38% 1-year accuracy 24 / 63 met price target | 10%upside $82 | Equal-Weight Maintained | 24 Apr 2025 |
Cantor Fitzgerald Matthew Prisco 8% 1-year accuracy 2 / 26 met price target | 21%upside $90 | Overweight Reiterated | 24 Apr 2025 |
TD Securities Krish Sankar 4% 1-year accuracy 1 / 23 met price target | 34%upside $100 | Buy Maintained | 24 Apr 2025 |
Wells Fargo Joseph Quatrochi 27% 1-year accuracy 6 / 22 met price target | 1%upside $75 | Equal-Weight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 36 articles about LRCX published over the past 30 days
Positive
Seeking Alpha
15 hours ago
Top 50 High-Quality Dividend Stocks For May 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns.
Positive
Seeking Alpha
2 days ago
Top 15 High-Growth Dividend Stocks To Consider For May 2025
My Top 15 High-Growth Dividend stocks for April 2025 outperformed SPY and VIG, posting a 0.12% gain versus SPY's -0.87% and VIG's -1.53%. Year-to-date, the Top 15 list returned -0.36%, outperforming VIG's -2.46% and SPY's -5.40%, aiming for a long-term 12% return. The May 2025 Top 15 stocks offer a 1.33% average dividend yield with a 21.25% 5-year dividend growth rate and are 29% undervalued.
Positive
Zacks Investment Research
2 days ago
Does Lam Research (LRCX) Have the Potential to Rally 26.77% as Wall Street Analysts Expect?
The average of price targets set by Wall Street analysts indicates a potential upside of 26.8% in Lam Research (LRCX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Positive
Zacks Investment Research
2 days ago
Here's Why Lam Research (LRCX) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
3 days ago
Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Positive
Zacks Investment Research
3 days ago
Is Most-Watched Stock Lam Research Corporation (LRCX) Worth Betting on Now?
Zacks.com users have recently been watching Lam Research (LRCX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
The Motley Fool
3 days ago
This Incredibly Cheap Semiconductor Stock Is About to Go on a Terrific Bull Run
Share prices of Lam Research (LRCX 1.23%) shot up more than 6% following the April 23 release of its fiscal 2025 third-quarter earnings (for the three months ended March 30), driven by the company's stronger-than-expected results and guidance that point toward strong demand for its semiconductor manufacturing equipment.
Neutral
PRNewsWire
4 days ago
Lam Research Corporation Announces Participation at Upcoming Conference
FREMONT, Calif. , April 29, 2025 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced that Tim Archer, President and CEO, will participate in the following upcoming investor event J.P.
Positive
Zacks Investment Research
5 days ago
Is Lam Research Stock a Buy Post Upbeat Q3 Earnings Performance?
A solid financial performance, a strategic focus on AI-driven growth and discounted valuation make LRCX stock a prudent investment choice right now.
Positive
Zacks Investment Research
5 days ago
Kroger & 2 Other Stocks to Buy on Strong Earnings Acceleration
Kroger, Lam Research, and Limbach Holdings are displaying strong earnings acceleration.
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