Benzinga · Aug 13, 2026
What's Going On With Lam Research Stock Thursday?
LRCX stock holds near $313 support as analysts maintain Buy ratings and Lam Research expands its global chip workforce.
NYSE · LRCX
Lam Research Corporation
Technology · Semiconductors
$326.11
Up+$10.90 (+3.34%)
Updated Aug 13, 2026, 9:32 PM
SID Score
7.6/10
Composite research score
Smart Money
40/100
Neutral
- Market cap
- 211.92B
- P/E ratio
- 36.72
- Dividend yield
- 0.30%
- 52-week range
- $145.50 – $438.50
- Volume
- 8.08M
- Avg. volume
- 11.54M
Price performance
LRCX price history
1M range · 21 trading sessions · Daily adjusted prices
LRCX closed at $326.11 after 21 trading sessions, down 2.78% for the selected period.
- Last close
- $326.11
- Period change
- -2.78%
- Period low
- $252.35
- Period high
- $335.43
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| Jul 31, 2026 | $315.37 | $318.40 | $292.93 | $293.02 | 12.56M |
| Jul 30, 2026 | $318.29 | $319.50 | $294.25 | $297.72 | 22.09M |
| Jul 29, 2026 | $264.51 | $273.46 | $250.50 | $252.35 | 16.1M |
| Jul 28, 2026 | $275.165 | $277.30 | $258.53 | $269.61 | 16.1M |
| Jul 27, 2026 | $306.305 | $309.50 | $278.45 | $291.61 | 14.12M |
| Jul 24, 2026 | $312.62 | $319.70 | $301.675 | $305.21 | 9.28M |
| Jul 23, 2026 | $315.495 | $325.88 | $314.35 | $319.78 | 8.11M |
| Jul 22, 2026 | $310.55 | $322.25 | $310.55 | $319.29 | 6.34M |
| Jul 21, 2026 | $328.13 | $328.135 | $313.29 | $322.00 | 11.94M |
| Jul 20, 2026 | $321.15 | $324.4499 | $305.26 | $306.76 | 8.07M |
| Jul 17, 2026 | $303.83 | $322.0699 | $298.65 | $313.30 | 12.81M |
| Jul 16, 2026 | $324.985 | $336.68 | $315.16 | $320.96 | 10.64M |
| Jul 15, 2026 | $357.25 | $357.25 | $319.79 | $335.43 | 10.26M |
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 |
|---|---|---|---|
| Jul 30, 2026 | Needham | Buy | — |
| Jul 30, 2026 | Jefferies | Buy | — |
| Jul 30, 2026 | B. Riley Securities | Buy | — |
| Jul 30, 2026 | Wells Fargo | Overweight | — |
| Jul 30, 2026 | Morgan Stanley | Overweight | — |
News briefing
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AI research layers
Interpretive context generated from the platform’s current data sources.
Lam Research Corporation Stock Performance
Lam Research Corporation shares closed at $326.11, reflecting a single-session decline of approximately 0.98%, per SID market data. Over the trailing one-month period, LRCX has retreated 5.61%, though the stock has gained 5.19% over three months and delivered a robust 107.08% return over the past twelve months, according to Massive/Polygon data. The stock currently trades below its 50-day moving average of $337.47, suggesting near-term technical softness, while remaining well above its 200-day moving average of $262.36, which indicates the longer-term uptrend remains intact. The 14-day relative strength index sits at 47.7, placing LRCX in neutral territory without overbought or oversold signals. Average daily trading volume stands at approximately 11.54 million shares. The stock carries a beta of 1.781, indicating significantly higher volatility relative to the broader market, consistent with its position in the cyclical semiconductor equipment sector.
Lam Research Corporation Valuation Analysis
Lam Research currently carries a market capitalization of approximately $211.9 billion, per SID market data. The stock trades at a price-to-earnings ratio of 36.72, reflecting a premium valuation relative to historical semiconductor equipment industry averages. The PEG ratio stands at 4.04, suggesting that the current earnings multiple substantially exceeds the company's projected earnings growth rate, according to SEC filings and consensus estimates. LRCX also commands a price-to-book ratio of 20.93, indicating the market prices the stock at a significant premium to its book value, a characteristic common among asset-light, high-margin technology franchises. The company maintains a dividend yield of 0.58%, providing a modest income component for shareholders. These valuation metrics collectively position Lam Research at an elevated multiple within the technology sector, reflecting the market's pricing of the company's central role in advanced semiconductor manufacturing equipment and its exposure to secular growth in wafer fabrication demand.
Smart Money Activity for LRCX
Lam Research registers a composite smart money score of 39 out of 100, generating a bearish signal per SID market data. The insider activity sub-score sits at just 0.3 out of 25, reflecting heavily skewed selling activity. According to SEC Form 4 filings, corporate insiders executed 20 transactions over the most recent 90-day period, of which 19 were sales and only one was a purchase. This pronounced sell-side imbalance suggests insiders have been actively reducing their equity exposure. In contrast, the institutional sub-score registers a perfect 25 out of 25, indicating strong and sustained buying interest from large asset managers, per 13F institutional filings. The dark pool activity sub-score stands at 8.7 out of 25, while the congressional trading sub-score registers at 4.8 out of 25, both reflecting below-average levels of engagement. The divergence between insider selling and institutional accumulation presents a mixed signal, with the overall composite score weighting toward a bearish interpretation driven primarily by the volume of insider dispositions.
Lam Research Corporation Earnings Outlook
Lam Research has delivered three consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter reported on July 29, the company posted earnings of $1.82 per share against analyst estimates of $1.68, representing a positive surprise of $0.14. The prior quarter saw actual earnings of $1.47 versus estimates of $1.36, a $0.11 beat, while the January 2026 quarter produced earnings of $1.27 against expectations of $1.17, a $0.10 upside surprise. This pattern demonstrates a consistent ability to exceed consensus forecasts by an expanding margin. For the upcoming quarter, analyst estimates project earnings of approximately $1.19 per share, per consensus data. The sequential growth trajectory from $1.19 estimated to $1.27 to $1.47 to $1.82 actual reflects an accelerating earnings ramp, consistent with increasing demand for semiconductor fabrication equipment amid industry-wide capacity expansion cycles.
Wall Street Analyst Ratings for LRCX
Wall Street analyst sentiment toward Lam Research remains uniformly positive, with all five most recent ratings issued on July 30 reiterating bullish stances, per Wall Street analyst reports. Needham maintained its Buy rating, while Jefferies and B. Riley Securities each reiterated Buy recommendations. Wells Fargo and Morgan Stanley both maintained Overweight ratings, reflecting continued conviction in the company's fundamental trajectory. Notably, none of these reiterations involved upgrades, as all five firms carried prior equivalent ratings, indicating stable rather than improving sentiment, according to SID consensus data. The timing of these reiterations coincides with the company's latest earnings release on July 29, when Lam Research reported a $0.14 per-share earnings beat. The consensus bullish positioning reflects broad analyst agreement on the structural demand drivers supporting Lam Research's semiconductor equipment business, though the absence of any fresh upgrades or price target increases suggests the current stock price may already incorporate much of the near-term positive outlook.
