Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
4650 CUSHING BLVD, FREMONT, CA
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
21 Oct 2026

Lam Research Corporation reported Operating or financial results

Lam Research Corporation filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

24 Sep 2026

Lam Research Corporation proxy and shareholder-vote filing

Lam Research Corporation filed materials concerning shareholder voting, governance, director elections or executive compensation.

24 Sep 2026

Lam Research Corporation proxy and shareholder-vote filing

Lam Research Corporation filed materials concerning shareholder voting, governance, director elections or executive compensation.

27 Aug 2026

Lam Research Corporation reported A director or senior management change or compensation event

Lam Research Corporation filed an 8-K covering a director or senior management change or compensation event.

7 Aug 2026

Lam Research Corporation filed Form 10-K

Lam Research Corporation submitted Form 10-K to the SEC for the period ending Jun 28, 2026.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$5.58B
Total assets (USD)$23.53B
Total liabilities (USD)$11.06B
Shareholders' equity (USD)$12.47B
Long-term debt (USD)$3.72B
Debt due within a year (USD)$147,000

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Technology

Company Price Market Cap
NVDA - NVIDIA Corporation $221.97
Yahoo Finance
$5.35T
AAPL - Apple Inc. $343.99
Yahoo Finance
$5.02T
GOOGL - Alphabet Inc. $334.76
Yahoo Finance
$4.09T
MSFT - Microsoft Corporation $532.95
Yahoo Finance
$3.96T
META - Meta Platforms, Inc. $697.52
Yahoo Finance
$1.78T

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q1 2026$5.84B$2.05B$1.83B$1.4510-Q · 23 Apr 2026
Q4 2025$5.34B$1.81B$1.59B$1.2610-Q · 29 Jan 2026
Q3 2025$5.32B$1.83B$1.57B$1.2410-Q · 24 Oct 2025
Q1 2025$4.72B$1.56B$1.33B$1.0310-Q · 25 Apr 2025
Q4 2024$4.38B$1.33B$1.19B$0.9210-Q · 31 Jan 2025
Q3 2024$4.17B$1.26B$1.12B$0.8610-Q · 28 Oct 2024

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $401.68
52.8% upside potential
📈
Strong Buy
Unavailable
👍
Buy
21
⏸️
Hold
3
📉
Sell
0
24 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 315.00–700.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
9
Sep 2026
ARCHER TIMOTHY
President and CEO
Option exercise
$30.03 per share
30,000 shares
SEC Form 4
9
Sep 2026
ARCHER TIMOTHY
President and CEO
Open-market sale
$319.26 per share
30,000 shares
SEC Form 4
9
Sep 2026
Mayer Bethany
Director
Open-market sale
$314.74 per share
9,557 shares
SEC Form 4
2
Sep 2026
Varadarajan Seshasayee
Senior Vice President
Open-market sale
$291.32 per share
59,750 shares
SEC Form 4
2
Sep 2026
Varadarajan Seshasayee
Senior Vice President
Option exercise
$39.25 per share
39,750 shares
SEC Form 4
31
Aug 2026
Harter Ava
Chief Legal Officer
Open-market sale
$302.46 per share
5,000 shares
SEC Form 4
6
Aug 2026
ARCHER TIMOTHY
President and CEO
Option exercise
$30.03 per share
30,000 shares
SEC Form 4
6
Aug 2026
ARCHER TIMOTHY
President and CEO
Open-market sale
$300.00 per share
30,000 shares
SEC Form 4
5
Aug 2026
Harter Ava
Chief Legal Officer
Tax withholding
$307.42 per share
5,790 shares
SEC Form 4
13
Jul 2026
TALWALKAR ABHIJIT Y
Director
Open-market sale
$335.00 per share
18,282 shares
SEC Form 4

Top Shareholders

Blackrock, Inc.
132,727,776 shares
-0.094% change
6/30/2026
Vanguard Group Inc
131,185,330 shares
0.161% change
12/31/2025
Vanguard Capital Management Llc
81,683,639 shares
0.65% change
6/30/2026
State Street Corp
60,704,130 shares
2.613% change
6/30/2026
Invesco Ltd.
52,319,973 shares
3.677% change
6/30/2026
Jpmorgan Chase & Co
45,317,479 shares
38.531% change
6/30/2026
Vanguard Portfolio Management Llc
36,635,534 shares
-1.148% change
6/30/2026
Geode Capital Management, Llc
34,506,240 shares
-1.904% change
6/30/2026
Fmr Llc
33,677,858 shares
0.307% change
6/30/2026
Price T Rowe Associates Inc /Md/
24,596,295 shares
85.782% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 13 hours ago