Lam Research Corporation (LRCX)
Technology · end-of-day data as of Oct 16, 2026
The average 12-month analyst price target for LRCX is $371.36, 40.7% above the last close of $263.94 on Oct 16, 2026; targets range from $272.71 to $541.39. Rating consensus: Buy.
Snapshot
- P/E45.8x
- P/E vs sector+37.2%
- P/E vs own+7.5%
- Target upside+40.7%
- ConsensusBuy
- Market cap$330B
- FCF yield+1.5%
- Insiders-$40.5M
- Earnings in5d
- News1.00
Why it moved
Lam Research Corporation (LRCX) fell 4.9% on Oct 16, 2026.
The market (SPY) fell 1.1%; Technology stocks fell 3.3%. Most of the move came from its sector.
1 story on the day (30-day average 1.7).
Market = SPY. Sector = equal-weight average of the tracked companies in the same sector, net of the market.
Price and events
Last close $263.94 · +86.3% over 1y · E earnings · D dividend · S split · A analyst rating change
Technicals
- Trendsideways
- Sector▲ +1.1%
- MAs20▼ 50▼ 100▼ 200▼
- Above MAs0 of 4 above
- MA20×50Golden 5d ago
- RSI30
- Support-5.6%
- Resistance+2.4%
- Off 52w high-39.0%
- Off ATH-39.0%
- 52w range$263.94
- Bollingerbelow lower
- MACD-7.04
- ATR+5.5%
- Volume1.3x
Analyst price targets
22 firms with a target in the last 12 months · last close $263.94 · as of Oct 16, 2026
Strong buy 4 · Buy 25 · Hold 6 · Sell 0 · Strong sell 0
Revenue and free cash flow
Q4 FY2026: Revenue +30.0% year over year, free cash flow 18.9% of revenue, operating margin 37.4%.
| Q4 FY2026 | Jun 28, 2026 | $6.72B | 1.81 | $1.27B | 51.7% | 37.4% | 33.9% |
| Q3 FY2026 | Mar 29, 2026 | $5.84B | 1.45 | $810M | 49.8% | 35.0% | 31.2% |
| Q2 FY2026 | Dec 28, 2025 | $5.34B | 1.26 | $1.22B | 49.6% | 33.9% | 29.8% |
| Q1 FY2026 | Sep 28, 2025 | $5.32B | 1.24 | $1.59B | 50.4% | 34.4% | 29.5% |
| Q4 FY2025 | Jun 29, 2025 | $5.17B | 1.35 | $2.38B | 50.1% | 33.7% | 33.3% |
| Q3 FY2025 | Mar 30, 2025 | $4.72B | 1.03 | $1.02B | 49.0% | 33.1% | 28.2% |
| Q2 FY2025 | Dec 29, 2024 | $4.38B | 0.92 | $853M | 47.4% | 30.5% | 27.2% |
| Q1 FY2025 | Sep 29, 2024 | $4.17B | 0.86 | $1.46B | 48.0% | 30.3% | 26.8% |
Peers
| 20D | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 |  | $89.85 | -5.8% | -36.2% | +23.3% | — | $475B | |
| 2 | | $263.94 | -4.9% | -39.0% | +40.7% | 45.8 | $330B | |
| 3 |  | $409.29 | -4.8% | -43.3% | +61.3% | 35.3 | $325B | |
| 4 |  | $276.48 | -0.9% | -16.4% | +13.9% | 42.0 | $252B | |
| 5 |  | $227.80 | -6.9% | -48.2% | +34.0% | 234.8 | $243B | |
| 6 |  | $165.74 | -5.0% | -45.0% | +28.2% | 45.2 | $216B | |
| 7 |  | $227.83 | -5.6% | -28.0% | +45.0% | 75.5 | $200B | |
| 8 |  | $395.44 | -2.1% | -11.0% | +15.4% | 46.9 | $192B |
Data as of Oct 16, 2026 close.
Latest news
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