Lam Research (LRCX) Expected to Release Quarterly Earnings on Wednesday

Lam Research (NASDAQ:LRCX) is expected to be posting its Q4 2026 results after the market closes on Wednesday, July 29th. Analysts expect the company to post earnings of $1.69 per share and revenue of $6.6586 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Wednesday, July 29, 2026 at 5:00 PM ET.

Lam Research Stock Down 4.5%

Shares of LRCX stock opened at $291.61 on Tuesday. Lam Research has a 12 month low of $90.93 and a 12 month high of $438.50. The company has a quick ratio of 1.77, a current ratio of 2.54 and a debt-to-equity ratio of 0.35. The firm has a market cap of $364.68 billion, a PE ratio of 55.02, a price-to-earnings-growth ratio of 1.81 and a beta of 1.80. The stock has a 50 day moving average of $342.02 and a 200-day moving average of $274.96.

Lam Research Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Investors of record on Wednesday, June 17th were given a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, June 17th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Lam Research’s payout ratio is 19.62%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Seaport Research Partners began coverage on shares of Lam Research in a research note on Monday, May 4th. They set a “buy” rating and a $300.00 target price for the company. Cantor Fitzgerald set a $500.00 price target on shares of Lam Research and gave the stock an “overweight” rating in a research report on Monday, June 29th. Mizuho boosted their price objective on shares of Lam Research from $380.00 to $400.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Weiss Ratings raised shares of Lam Research from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday. Finally, Jefferies Financial Group increased their target price on shares of Lam Research from $285.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $363.37.

Insider Activity at Lam Research

In other Lam Research news, SVP Neil J. Fernandes sold 18,170 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $255.14, for a total transaction of $4,635,893.80. Following the sale, the senior vice president directly owned 66,129 shares of the company’s stock, valued at approximately $16,872,153.06. This represents a 21.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eric Brandt sold 54,500 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $350.80, for a total transaction of $19,118,600.00. Following the sale, the director directly owned 199,205 shares of the company’s stock, valued at approximately $69,881,114. The trade was a 21.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 98,611 shares of company stock valued at $32,250,190 in the last ninety days. Insiders own 0.31% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Mcguire Capital Advisors Inc. bought a new stake in Lam Research during the 4th quarter worth approximately $27,000. Wilkerson Advisory Group LLC acquired a new stake in Lam Research during the 4th quarter valued at $33,000. Triumph Capital Management bought a new position in Lam Research in the 3rd quarter valued at $27,000. Jessup Wealth Management Inc bought a new position in Lam Research in the 4th quarter valued at $38,000. Finally, Caitong International Asset Management Co. Ltd boosted its stake in Lam Research by 4,100.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 252 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 246 shares in the last quarter. 84.61% of the stock is owned by institutional investors and hedge funds.

Lam Research Company Profile

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.