Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$373.2B
1,251M shares
52-week range
$117.03 – $438.50
50% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
P/S (TTM)
15.1
EV / FCF (TTM)
71.6
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.
www.lamresearch.comNo one on the platform currently holds LRCX.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,571,229 | $335.7M |
| Appaloosa LPas of 2026-03-31 | 382,500 | $81.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-23 | $0.3300 | 2026-10-14 |
| 2026-06-17 | $0.2600 | 2026-07-08 |
| 2026-03-04 | $0.2600 | 2026-04-08 |
| 2025-12-03 | $0.2600 | 2026-01-07 |
| 2025-09-24 | $0.2600 | 2025-10-15 |
| 2025-06-18 | $0.2300 | 2025-07-09 |
| 2025-03-05 | $0.2300 | 2025-04-09 |
| 2024-12-11 | $0.2300 | 2025-01-08 |
| 2024-09-17 | $2.3000 | 2024-10-01 |
| 2024-06-18 | $2.0000 | 2024-07-10 |
No one on the platform has traded LRCX yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
| 75,000 |
| $16.0M |
| Renaissance Technologiesas of 2026-03-31 | 3,406 | $727.8K |
| 2024-03-12 | $2.0000 | 2024-04-03 |
| 2023-12-12 | $2.0000 | 2024-01-03 |
| Execution date | Ratio |
|---|---|
| 2024-10-03 | 10-for-1 |
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $1.69 | $1.82 | +7.7% |
| 2026-04-22 | $1.36 | $1.47 | +8.1% |
| 2026-01-28 | $1.17 | $1.27 | +8.5% |
| 2025-10-22 | $1.22 | $1.26 | +3.3% |
| 2025-07-30 | $1.21 | $1.33 | +9.9% |
| 2025-04-23 | $1.00 | $1.04 | +4.0% |
| 2025-01-29 | $0.88 | $0.91 | +3.6% |
| 2024-10-23 | $0.81 | $0.86 | +6.2% |
Also held through funds
2 more books hold LRCX indirectly · AVUS 0.8% of fund, VTI 0.5% of fund
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$LRCX Tied to memory capex specifically. That capex is a bet on the buildout continuing at roughly this rate. Techdamentals IV Calculator 👇 https://techdamentals.com/v/LRCX Educational, not advice.
View on StockTwits ↗$LRCX Saw this on Equibles. Lam Research Corp director Mayer Bethany reported selling 9,557 LRCX shares on September 9, 2026, worth about $3.01 million, in a non-derivative Form 4.
View on StockTwits ↗$AMAT $LRCX $ASML $TSM $INTC Brutal day for these names, especially Applied Materials and Lam Research. We're all cash right now and have some great trade ideas for tomorrow. Check out our profile and join Bullseye Private Alerts. First 2 weeks are on us.
View on StockTwits ↗$LRCX getting smoked ~8% with the semi tools dump. Day's 273 low better hold into the close or this CapEx flush keeps rolling. peeping on sweepcast.com
View on StockTwits ↗$LRCX Do not be fooled; no one will slow down AI development. Neither USA nor China. Very bullish until 2030. It is a strategic race. Confirmed orders until 2030 will triple Semiconductor chips from the current level. I am working in SF bay area and I know what I am talking about. Even this will be a billion dollar company
View on StockTwits ↗$LRCX $AVGO $ARM $MRVL not even a slight recovery!!
View on StockTwits ↗Amongst top 20 Nasdaq 100 stocks, chips took the hard hit at opening, and is now rebounding at making HOD. The leftmost column is the daily range %. $INTC $AMD $AMAT $LRCX $MU
View on StockTwits ↗$QQQ $SPY $NVDA $CAT $LRCX Good morning all, today's podcast is out. https://youtu.be/gPH1VPvCF10?si=O2vfDz934ptYcYv_
View on StockTwits ↗$LRCX easy add this morning to all 3 $AMAT $KLAC -thanks
View on StockTwits ↗$LRCX Obama and his Deepstate minions create a buying opportunity.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.