SeekingAlpha · Aug 30, 2026
Dividend Announcements: August 22-28, 2026
This week, nine stocks announced dividend increases, including three stocks I own. Check out the dividend announcements of the past week.
NASDAQ · LRCX
Lam Research Corporation
Technology · Semiconductors
$301.90
Down-$16.68 (-5.24%)
Updated Aug 31, 2026, 8:54 AM
SID Score
7.3/10
Composite research score
Smart Money
44/100
Neutral
- Market cap
- 211.92B
- P/E ratio
- 36.72
- Dividend yield
- 0.32%
- 52-week range
- $153.60 – $438.50
- Volume
- 8.06M
- Avg. volume
- 11.54M
Price performance
LRCX price history
1M range · 20 trading sessions · Daily adjusted prices
LRCX closed at $301.90 after 20 trading sessions, up 2.47% for the selected period.
- Last close
- $301.90
- Period change
- +2.47%
- Period low
- $294.61
- Period high
- $343.84
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 28, 2026 | $318.03 | $318.29 | $301.0501 | $301.90 | 8.06M |
| Aug 27, 2026 | $318.88 | $321.41 | $310.4402 | $318.58 | 6.56M |
| Aug 26, 2026 | $314.61 | $315.72 | $308.05 | $312.88 | 4.11M |
| Aug 25, 2026 | $316.20 | $318.61 | $307.86 | $314.66 | 5.02M |
| Aug 24, 2026 | $307.94 | $311.44 | $297.78 | $310.17 | 8.61M |
| Aug 21, 2026 | $317.86 | $319.10 | $303.85 | $314.00 | 5.95M |
| Aug 20, 2026 | $305.225 | $312.54 | $302.95 | $310.53 | 6.8M |
| Aug 19, 2026 | $328.52 | $328.57 | $305.0801 | $307.17 | 10.86M |
| Aug 18, 2026 | $324.18 | $329.0734 | $317.411 | $327.92 | 10.21M |
| Aug 17, 2026 | $337.87 | $345.28 | $333.40 | $343.84 | 8.51M |
| Aug 14, 2026 | $332.36 | $342.00 | $326.555 | $332.36 | 7.42M |
| Aug 13, 2026 | $327.62 | $345.12 | $324.01 | $337.01 | 8.9M |
| Aug 12, 2026 | $326.835 | $329.4899 | $323.50 | $326.11 | 8.08M |
| Aug 11, 2026 | $315.03 | $316.86 | $309.35 | $311.41 | 7.67M |
| Aug 10, 2026 | $319.50 | $319.99 | $305.50 | $306.40 | 7.02M |
| Aug 7, 2026 | $311.87 | $315.59 | $303.83 | $311.35 | 6.71M |
| Aug 6, 2026 | $300.00 | $314.16 | $293.65 | $305.77 | 7.43M |
| Aug 5, 2026 | $318.54 | $323.64 | $305.36 | $307.42 | 9.3M |
| Aug 4, 2026 | $308.83 | $320.25 | $306.16 | $317.74 | 15.8M |
| Aug 3, 2026 | $283.34 | $295.93 | $276.8447 | $294.61 | 10.01M |
Latest LRCX news
The latest Smart Investors Daily articles mentioning LRCX.
Stock researchCompany · Overview
LRCX research
Overview
Company profile and research snapshot.
Company profile
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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $159.17
- Implied upside
- —
- Analysts
- 24
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 25, 2026 | Mizuho | Outperform | — |
| Jul 30, 2026 | Needham | Buy | — |
| Jul 30, 2026 | Jefferies | Buy | — |
| Jul 30, 2026 | B. Riley Securities | Buy | — |
| Jul 30, 2026 | Wells Fargo | Overweight | — |
News briefing
No generated briefing is available yet.
Benzinga · Aug 27, 2026
$100 Invested In Lam Research 20 Years Ago Would Be Worth This Much Today
Lam Research (NASDAQ:LRCX) has outperformed the market over the past 20 years by 14.91% on an annualized basis producing an average annual return of 24.15%. Currently, Lam Research has a market capitalization of $398.65
Benzinga · Aug 27, 2026
Lam Research Increases Its Quarterly Dividend From $0.26 To $0.33 Per Share
Lam Research Corporation (NASDAQ:LRCX) today announced that its Board of Directors has approved a $0.07, or 27%, increase in its quarterly dividend, from $0.26 to $0.33 per share of common stock. The dividend payment
Benzinga · Aug 26, 2026
Lam Research Breaks Ground To Construct Lab In Oregon Under $3B Investment Plan
Lam Research Corp. (NASDAQ: LRCX) commemorated the start of construction on its new, state-of-the-art Oregon lab, part of a more than $3 billion planned investment in its global lab network over the next five years to
AI research layers
Interpretive context generated from the platform’s current data sources.
Lam Research Corporation Stock Performance
Lam Research Corporation shares closed at $301.90, reflecting a daily decline of approximately 0.98%, per SID market data. Over the trailing one-month period, LRCX posted a modest gain of 1.4%, while the three-month return registered a decline of 5.12%. On a twelve-month basis, however, the stock has delivered a substantial 88.98% return, underscoring significant longer-term strength in the semiconductor equipment name. Technically, LRCX trades below its 50-day moving average of $331.21 but remains well above its 200-day moving average of $269.77, according to Massive/Polygon data. The 14-day RSI reads 48.2, placing the stock in neutral territory with no immediate overbought or oversold signal. The stock carries a beta of 1.781, indicating considerably higher volatility relative to the broader market. Average daily trading volume stands at approximately 11.54 million shares, supporting adequate liquidity for institutional participants.
Lam Research Corporation Valuation Analysis
Lam Research currently trades at a price-to-earnings ratio of 36.72, reflecting a premium valuation relative to the broader market, per SID market data. The PEG ratio stands at 4.04, suggesting that the stock's earnings growth rate does not proportionally support the elevated P/E multiple at current levels. The price-to-book ratio of 20.93 further highlights the premium investors assign to Lam's asset base, consistent with capital-light, high-margin semiconductor equipment business models. According to SEC filings, the company offers a dividend yield of approximately 0.58%, providing minimal income return to shareholders. The company's market capitalization stands at approximately $211.9 billion, positioning it among the largest companies in the semiconductor equipment sector. These valuation metrics collectively indicate that the market is pricing in sustained demand for advanced chip-manufacturing equipment, particularly in areas such as high-bandwidth memory and leading-edge logic fabrication processes.
Smart Money Activity for LRCX
Lam Research registers a composite smart money score of 44, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional activity scores a perfect 25 out of 25, indicating robust participation and accumulation from major fund managers, according to 13F institutional filings. In contrast, the insider activity score sits at just 0.5 out of 25, reflecting a pronounced sell-side bias. SEC Form 4 filings reveal 20 insider transactions over the most recent 90-day period, comprising 18 sales against only 2 purchases, a ratio that highlights consistent insider monetization. Dark pool activity scored 11.5 out of 25, suggesting moderate but unremarkable off-exchange trading interest. Congressional trading activity scored 6.8 out of 25, indicating limited engagement from elected officials. The divergence between maximum institutional conviction and minimal insider buying represents a notable signal, as insiders appear to be reducing exposure while institutional holders maintain or increase positions in the semiconductor equipment maker.
Lam Research Corporation Earnings Outlook
Lam Research has delivered three consecutive quarters of earnings beats, according to company earnings reports. In the most recently reported quarter, the company posted earnings per share of $1.82 against analyst estimates of $1.68, representing a positive surprise of $0.14. The prior quarter showed EPS of $1.47 versus the $1.36 consensus, a $0.11 beat, while the quarter before that delivered $1.27 against expectations of $1.17, a $0.10 upside surprise. This pattern demonstrates a consistent ability to exceed Wall Street forecasts, with the magnitude of the beat expanding sequentially from $0.10 to $0.14. Looking ahead, per analyst estimates, the upcoming quarter carries a consensus EPS estimate of approximately $1.19. The trajectory of rising earnings from $1.17 estimated to $1.82 actual over three quarters reflects strengthening demand conditions across Lam's wafer fabrication equipment portfolio and improving operational execution.
Wall Street Analyst Ratings for LRCX
Wall Street consensus on Lam Research remains decisively bullish, with all five most recent analyst actions reiterating positive ratings, per Wall Street analyst reports. On August 25, 2026, Mizuho maintained its Outperform rating on LRCX, reaffirming confidence in the company's growth trajectory. Following the July 30 earnings report, Needham reiterated a Buy rating, Jefferies maintained its Buy recommendation, B. Riley Securities upheld its Buy call, and Wells Fargo reaffirmed an Overweight stance. Notably, none of these recent actions involved a downgrade or a shift to a neutral or negative outlook, according to SID consensus data. The unanimity across five separate research firms — spanning bulge-bracket, mid-tier, and boutique coverage — reflects broad institutional confidence in Lam's fundamental positioning within the semiconductor equipment cycle. The consistent reiteration pattern, rather than initiations or upgrades, suggests analysts view the investment thesis as intact and already well-established among institutional investors.
