Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$372.5B
1,251M shares
52-week range
$90.94 – $438.50
63% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
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 |
|---|---|---|
| 2026-06-17 | $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 |
| 2024-03-12 | $2.0000 | 2024-04-03 |
No one on the platform has traded LRCX yet.
| 75,000 |
| $16.0M |
| Renaissance Technologiesas of 2026-03-31 | 3,406 | $727.8K |
| 2023-12-12 | $2.0000 | 2024-01-03 |
| 2023-09-12 | $2.0000 | 2023-10-04 |
| Execution date | Ratio |
|---|---|
| 2024-10-03 | 10-for-1 |
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.
Top Stock Gainers — July 30, 2026: $MSFT -- +14.28% to +16% | The Single Largest Single-Day Market Cap Gain $SNDK -- +23.9% | Samsung’s Warning Flips the Memory Narrative $LRCX -- +18.4% | Chip Equipment Leader Roars Back $MU -- +17.0% | Memory Recovery’s Most Direct Play $SKHY -- +15% | Wednesday’s Loser Becomes Thursday’s Winner https://truthsandnews.com/markets/top-stock-gainers-today-july-30-2026-sandisk-lam-research
View on StockTwits ↗$LRCX Tremendous earnings and guidance. Screw you MM’s for stealing peeps money
View on StockTwits ↗$LRCX Share Price: $297.70 Contract Selected: Aug 21, 2026 $300 Calls Buy Zone: $19.25 – $23.78 Target Zone: $30.89 – $37.75 Potential Upside: 52% ROI Time to Expiration: 21 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗@Stocktwits Appreciate the shout-out! How about our strong buy calls on $AXTI this morning and $LRCX yesterday? This might be my most profitable month ever! Congrats to everyone who bought in. 💰🎯
View on StockTwits ↗$LRCX These are called "Facts," little dumbshit. The recent earning report was published. They are like kryptonite to your inbred, drug-addled kind. Sadly for you, yelling "muh Nazis huurrrrrr!" at facts will not make them go away today. . .. Is it possible to go from desperately reaching for yield to madly dashing for cash, to scrambling to rebalance from cash and bonds into stocks, to snapping up distressed assets—all within a four-month period since the beginning of this year! That’s all truly surreal! Here.
View on StockTwits ↗NEW POST: Sliding Down the Side https://marketchess.com/2026/07/30/sliding-down-side $SMH $QQQ $LRCX $AAPL $AMZN
View on StockTwits ↗$KLAC now trading cheaper than $AMAT and $LRCX! $KLAC has a slightly better growth profile and much better margins! Their margins are premium.
View on StockTwits ↗@Brionna1 $qqq $MU in no mans land. $AMAT pop bc $LRCX cubie dont like chasing sht up almost 20% in a day. wait for $AMZN , no need chase. buy when see fear in pumptards' eyes remember
View on StockTwits ↗$ join the momentum party $MU $CIEN $TTMI $GLW $LRCX
View on StockTwits ↗$LRCX reported 51.7% Gross Margins for Q4. http://www.estimize.com/intro/lrcx?chart=historical&metric_name=gross_margins&utm_content=LRCX&u
View on StockTwits ↗$LRCX Submitted for your approval, a stock that soared on earnings glory, only to drift lower in the quiet hour when traders break bread and have their martini hour, as if the market itself paused to ponder its next mysterious turn. Consider the paradox of LRCX a fundamentals strong with AI winds at its back, short interest meager, yet in the thin midday volume a gentle dip appears—not from bears or calamity, but the simple rhythm of lunch-hour liquidity. In this dimension of charts and sentiment, such fleeting shadows remind us that while earnings drive destiny, the tape can still whisper uncertainty in the emptiest moments of the trading day between these pathetic wall street martini hours for drinkers...... Just keep your spindle-shank carcass out of my fundamental laboratory and your long, thin, probing nose out of my bullish business. Room for one more. I am a Zoner MR BLACKROCK. I drink Jack and coke.
View on StockTwits ↗$LRCX ripping 18% to 298 after that record quarter print. these vertical moves on big names can fade fast into the close. anyone else catching this or am I early? live tape on the breakout: https://tapeboard.com/go/st/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=lrcx-bk-up-tape&utm_term=research&s=LRCX
View on StockTwits ↗Mizuho Lowers Lam Research Price Target to $370 — PT $LRCX https://price-target.com/2026/07/30/172585/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $32.8B | +41.2% | $8.76 | $8.03–$9.73 | 35.5× | 21 |
| 2028 | $39.3B | +19.9% | $11.16 | $7.61–$16.62 | 27.9× | 18 |
| 2029 | $44.5B | +13.3% | $13.06 | $12.94–$13.17 | 23.8× | 2 |
| 2030 | $48.1B | +8.2% | $14.10 | $11.32–$17.46 | 22.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
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% |
| +11.30% |
| $458.0B |
| — |
| INTUIntuit Inc. | $315.50 | -5.29% | $86.3B | — |
| KLACKLA Corporation | $180.33 | +5.96% | $235.6B | — |
Source: Financial Modeling Prep · peers by sector/industry