Lam Research (LRCX) stock

Last close 222.39 USD (Nov 10, 2026), on the day +0.5 %.

• Sector: Technology, Semiconductor Equipment & Materials.
• Market cap: 276.5B USD.
• P/E: 33.0. Forward P/E: 18.1.
• Dividend yield: 0.66 %.
• Over 52 weeks: low 139.59 USD, high 433.33 USD, price change +33.7 %.
• Analysts' average 12-month target from Yahoo Finance: 363 USD (30 analysts). Not our estimate.

Earnings

• Jan 27, 2027: EPS not yet, estimate 2.35
• Oct 21, 2026: EPS 2.20, estimate 2.18
• Jul 29, 2026: EPS 1.82, estimate 1.68
• Apr 22, 2026: EPS 1.47, estimate 1.36
• Jan 28, 2026: EPS 1.27, estimate 1.17
• Oct 22, 2025: EPS 1.26, estimate 1.22

Which large investors hold it

• Philippe Laffont – 8.4 % of the portfolio
• Chase Coleman – 5.7 % of the portfolio
• Polen Capital – 3.2 % of the portfolio
• David Tepper – 2.2 % of the portfolio
• Brad Gerstner – 1.7 % of the portfolio
• Ray Dalio – 1.7 % of the portfolio
• Stanley Druckenmiller – 0.4 % of the portfolio

In baskets

• Semiconductors

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