LRCXLam Research
$298.22+0.07%Real quote · delayedEtch equipmentSemi equipment & materials · 9 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $23.2B · latest quarter up 23.8% YoY · profitable (FY net income $7.3B) · short activity within its normal range.
FY revenue
$23.2B
2026-06
Latest Q YoY
+23.8%
Gross margin
50.5%
FY net income
$7.3B
Diluted EPS
$5.79
Short volume
42.1%
20d avg 44.3% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 80/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.82 vs $1.69+7.69%
- Mar 2026$1.47 vs $1.36+8.09%
- Dec 2025$1.27 vs $1.17+8.55%
- Sep 2025$1.26 vs $1.21+4.13%
The takeaway
This company habitually beats by +7.1% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
3 direct · 28 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Key supplier of etch/deposition tools for memory; NAND/DRAM capacity ramps directly lift orders
Also named: MU · SNDK · 000660.KS · 005930.KS · AMAT · KLAC
Etch and deposition tools are heavily weighted in DRAM/HBM buildouts, making memory capex a core revenue driver.
Also named: MU · 005930.KS · 000660.KS · AMAT · KLAC · ASML
An etch/deposition peer with heavy overlap; rising AI-driven equipment demand lifts its order outlook in tandem.
Also named: AMAT · KLAC · ASML · TSM · NVDA
Etch and deposition leader, overlapping with AMAT as a beneficiary of AI-driven advanced-node and HBM equipment spend
Also named: AMAT · KLAC · ASML · TSM · NVDA
- #5▲1.68%DirectApplied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof2d ago
A fellow WFE leader that benefits from AMAT's upbeat read-through on AI-driven equipment demand
Also named: AMAT · KLAC · ASML · TSM · NVDA
A recovery in NAND/DRAM capex benefits Lam's memory-related etch equipment business
Also named: MU · SNDK · SKHY · WDC · DELL · HPE
Advanced etch tooling benefits from TSMC's node scaling and capacity investment
Also named: TSM · INTC · 005930.KS · ASML · AMAT · NVDA
- #8▲1.18%2nd-orderWall Street Just Erased $57 Billion From Micron. The Shortage Behind Its Boom Is Getting Worse.1d ago
Heavily exposed to memory-specific tools; DRAM/HBM capacity builds directly boost its order book
Also named: MU · 000660.KS · 005930.KS · AMAT
Slower memory fab expansion would reduce demand for Lam Research's etch and deposition equipment
Also named: MU · SKHY · 005930.KS · WDC · SMCI · DELL
- #10▲0.97%2nd-orderMicron Technology Consolidation: Soaring Memory Revenue Meets Fresh Policy Uncertainty15d ago
A leading supplier of memory etch/deposition tools, benefiting from rising capex on memory fab expansion
Also named: MU · 000660.KS · 005930.KS · WDC · NVDA · AMAT
The rest, archived by time · 21
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📜 Call history (newest first
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