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Stock Screener·US·Technology·LRCX
Held by 5 Gurus
Share

Lam Research Corporation Stocks

$ 332.36Last Updated 14.08.2026

Issuer Rating

5/7
Performance

Average

Risk

Low

Recommendation

Hold

Market Cap

$ 425.79B

$ 332.36
Key Takeaways

Risk factor

Low default risk

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Data is available to registered users only

Profitability factor

Very strong margins and returns

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Data is available to registered users only
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In Guru Portfolios

Bob Prince, Greg Jensen, Karen Karniol-Tambour

Portfolio Weight (%)

1.5%

Change

-0.43%

Fund

Bridgewater Associates

David Tepper

Portfolio Weight (%)

1.4%

Change

+0.33%

Fund

Appaloosa Management

Daniel Loeb

Portfolio Weight (%)

1.0%

Change

+1.00%

Fund

Third Point

Manager
Fund
Portfolio Weight (%)
Change
Bob Prince, Greg Jensen, Karen Karniol-TambourBridgewater Associates1.5%-0.43%
David TepperAppaloosa Management1.4%+0.33%
Daniel LoebThird Point1.0%+1.00%
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Risks

  • Default risk
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  • Volatility
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  • Selling difficulty
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  • Stress test
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  • Country risks
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  • Other risks
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About

Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.

Company Valuation

Greatly overvalued
1/7

Considering past and projected metrics, the stock is distinctly 'expensive' compared to its peers. In particular, the stock is overpriced on P/E, 'expensive' on EV/EBITDA

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Target Price

Somewhat favourable
5/7

The average target price of LRCX is 359 and suggests 5.57% upside potential. Usually, this means a HOLD recommendation among investment firms. This neutral recommendation

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Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
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