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Lam Research Corporation (LRCX) News

Follow Lam Research Corporation (LRCX) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 97 public stories across 40 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.

Symbol LRCX Asset equity Sector Markets 90 days 53 Last 198.9 Updated Oct 22, 2026, 08:11 PM UTC Open live news feed Open LRCX chart & news
M Lam Research Authorizes $25 Billion Share Repurchase The board approved a $25 billion buyback authorization with no termination date. Shares rose 10% to $204.12 by midday Friday and were up 19% this year. EQUITY | Nov 06, 2026, 04:57 PM UTC M Lam Research Reports 2026 Revenue of $8.22 Billion, EPS of $2.19 Revenue rose 54.4% year over year and 22% sequentially; net income was $2.75 billion, up 75.5%, and diluted EPS rose 76.6%. The company cited strong foundry and memory equipment demand. EARNINGS | Oct 22, 2026, 08:11 PM UTC M U.S. Stock Futures Fall as Asian Sell-Off and Middle East Tensions Weigh U.S. stock futures were lower Thursday, with the Dow Jones, S&P 500 and Nasdaq 100 down after Wednesday’s gains. The indices fell, but the report did not provide their current percentage moves. EQUITY | Oct 22, 2026, 10:00 AM UTC M Lam Research Shares Fall 8% After Supply Constraints Delay Shipments Lam Research reported record fiscal first-quarter results but said supply constraints are delaying some shipments and China revenue contribution would fall in the December quarter. Shares fell about 8% to $242 in overnig EQUITY | Oct 22, 2026, 03:11 AM UTC M Lam Research Reports September-Quarter Records, Sees 2027 WFE Above $200 Billion Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spend EQUITY | Oct 22, 2026, 12:04 AM UTC M Lam Research reports quarterly results for period ended September 30 A machine-generated LSEG earnings summary was published, but the supplied text contains no financial results. EQUITY | Oct 21, 2026, 09:03 PM UTC M Lam Research Reports Q3 Profit of $2.753 Billion Lam Research’s bottom line rose from $1.568 billion a year earlier; earnings were $2.19 per share versus $1.24. EQUITY | Oct 21, 2026, 08:34 PM UTC M Lam Research reports 1Q revenue of $8.22B EARNINGS | Oct 21, 2026, 08:32 PM UTC H Lam Research Q1 27 Earnings $LRCX | Lam Research Q1 27 Earnings: Revenue: $8.22B (est $8.13B) Adjusted EPS: $2.20 (est $2.19) Sees Q2 Revenue: $8.20B To $9.00B (est $8.60B) Sees Q2 Adjusted EPS: $2.18 To $2.48 (est $2.34) Sees Q2 Adjusted Operating EARNINGS | Oct 21, 2026, 08:26 PM UTC L Lam Research reports first-quarter EPS of $2.19 EARNINGS | Oct 21, 2026, 08:18 PM UTC M Lam Research Q1 Revenue Rises on Semiconductor Demand, Slightly Misses Estimates EQUITY | Oct 21, 2026, 08:18 PM UTC M Lam Research Sees 2Q Revenue at $8.6B, Plus or Minus $400M EARNINGS | Oct 21, 2026, 08:14 PM UTC L Lam Research Reports 1Q Adjusted EPS of $2.20 EARNINGS | Oct 21, 2026, 08:07 PM UTC M Lam Research Reports 1Q Net Income of $2.75 Billion EARNINGS | Oct 21, 2026, 08:05 PM UTC L U.S. Stock Futures Rise, S&P 500 and Nasdaq 100 Lead Gains U.S. stock futures rose Wednesday after Tuesday’s mixed close, with the Dow up 0.07%, the S&P 500 up 0.15% and the Nasdaq 100 up 0.42%. EQUITY | Oct 21, 2026, 10:27 AM UTC M Lam Research Shares Fall 3.2% Ahead of Earnings Lam Research traded at $263.48, down approximately 3.20% on October 20. The report cited valuation concerns ahead of the company’s next earnings report. EQUITY | Oct 20, 2026, 08:03 PM UTC M US Stocks Rebound Ahead of AI Earnings; Euro Falls on France Unrest The Nasdaq rose more than 1% on Monday as technology shares rebounded ahead of a week of AI-related earnings. European stocks and the euro fell as unrest in France heightened concerns about the country's fiscal outlook. MACRO | Oct 19, 2026, 10:17 PM UTC M Lam Research Expected to Post Earnings of $2.18 a Share An earnings preview cites company guidance issued July 29, 2026, for the period ended September 30: EBIT was forecast within a range; gross margin was forecast at 51% to 53%. EQUITY | Oct 19, 2026, 08:04 PM UTC M Lam Research Shares Rise 5.82% Despite B. Riley Target Cut Lam Research shares climbed approximately 5.82% to $279.31 as of 11:53 a.m. ET on October 19. B. Riley trimmed its price target ahead of Wednesday's earnings. EQUITY | Oct 19, 2026, 07:53 PM UTC M U.S. Stock Futures Rise as Bessent Attributes September Inflation to Energy Shock U.S. stock futures rose Monday, with the Dow, S&P 500 and Nasdaq 100 higher. Treasury Secretary Scott Bessent said September’s hotter inflation reading reflects an “energy shock” and argued prices would ease after the Ir EQUITY | Oct 19, 2026, 09:24 AM UTC M Chip Equipment Shares Extend Historic Losing Streaks Lam Research fell 3.5% and KLA dropped 2.8% Friday, as both headed for consecutive daily declines amid concerns over AI spending. EQUITY | Oct 16, 2026, 06:36 PM UTC M AI Rally Wobbles as Investors Turn to Upcoming Earnings Stumbles in the market-leading AI trade are set to test investor confidence in the coming week as Wall Street focuses on quarterly results from key players, including Meta Platforms. EQUITY | Oct 16, 2026, 10:00 AM UTC M Lam Research Falls for Record Nine Sessions, Down 21.7% Lam Research has closed lower for nine straight sessions, shedding 21.7% and setting a record for its public-company history. KLA is also down for nine sessions, while Applied Materials has fallen for eight. EQUITY | Oct 15, 2026, 07:43 PM UTC M Lam Research Q1'27 Earnings Preview Lam Research is scheduled to report Q1'27 results on October 21 after market close. Revenue and EPS estimates are provided ahead of the report. EQUITY | Oct 14, 2026, 11:00 AM UTC M Applied Materials Shares Fall for Sixth Straight Session, Down 7% Applied Materials shares fell as much as 7% to around $462, extending their losing streak to six sessions. Cantor Fitzgerald reiterated its Overweight rating and $850 price target, which the article says implies roughly EQUITY | Oct 13, 2026, 08:51 PM UTC M Lam Research shares slip ahead of next earnings call Lam Research shares fell about 0.2% to $319.94 at 12.09pm EST on Oct. 9, ahead of its next earnings test. The company scheduled its September-quarter conference call for Oct. 21 at 5 p.m. ET. EQUITY | Oct 09, 2026, 07:21 PM UTC H Jim Cramer Calls Kulicke & Soffa ‘Terrific,’ But Prefers These 2 Chip Equipment Stocks On CNBC’s “ Mad Money Lightning Round,” Jim Cramer said although Kulicke and Soffa Industries, Inc. (NASDAQ: KLIC ) is a “terrific” company, but he still likes Lam Research (NASDAQ: LRCX ) as his number one, while Applie LIVE | Oct 09, 2026, 12:55 PM UTC M Lam Research shares drop after Cantor Fitzgerald target lift Cantor Fitzgerald raised its Lam Research price target to $425 from $320, while LRCX traded around $325.815, down about 2.42% at 11:59am EST on October 7. EQUITY | Oct 08, 2026, 12:36 PM UTC H Marvell Stock Rallies as Investor Day Targets Smash Wall Street Estimates Less than a year ago, Marvell expected about $13 billion in revenue for fiscal 2028. Since then, the company has raised that goal five times. On Tuesday, Marvell Technology Inc. (NASDAQ: MRVL ) stock rallied nearly 4% af LIVE | Oct 06, 2026, 04:35 PM UTC M Lam Research Falls as Analyst Lifts Price Target Ahead of Earnings Lam Research (LRCX) declined 0.8% to $344.64 on October 5, despite B. Riley raising its price target ahead of the company's September-quarter earnings report. The analyst maintains a positive outlook. EQUITY | Oct 05, 2026, 07:48 PM UTC H Shares of semiconductor and chip companies are trading higher after Micron Technology's strong Q4 financial results and guidance demonstrated growing demand. The sector may be reflecting traders' bullish position in South Korea's KOSPI and Japan's Nikkei. Shares of semiconductor and chip companies are trading higher after Micron Technology's strong Q4 financial results and guidance demonstrated growing demand. The sector may be reflecting traders' bullish position in Sout LIVE | Oct 01, 2026, 07:54 PM UTC M Lam Research Shares Rise on Micron's Equipment Demand Signal Lam Research (LRCX) shares climbed approximately 1.4% to $333.09 on Thursday, October 1, following indications of increased demand for memory-equipment spending driven by Micron's investment plans. Micron projects $27.37 EQUITY | Oct 01, 2026, 05:58 PM UTC M Dow futures hit three-month low as yields surge; Micron earnings lift chip stocks Dow futures fell to a three-month low as rising Treasury yields and inflation concerns weighed on the market. However, strong earnings from Micron Technology provided support for chip stocks. EQUITY | Oct 01, 2026, 09:14 AM UTC M Lam Research to invest ₹10,000 crore for India silicon plant Lam Research says it will invest ₹10,000 crore to build India’s first silicon component plant for exports, while exploring SiC/GaN fabrication and packaging. Bank of America lists LRCX as a top semiconductor equipment pi EQUITY | Sep 21, 2026, 11:28 AM UTC H Bitcoin Tops $80,000, S&P 500 Slips as Yields Reclaim 5%: Stock Market Today Bitcoin (CRYPTO: BTC) punched through $80,000 on Friday, driving a rally in crypto equities even as broader markets stalled under rising bond yields. Kansas City Fed President Jeffrey Schmid delivered a hawkish signal, d LIVE | Sep 18, 2026, 05:22 PM UTC L Semiconductor TAM set to double by 2030 to $3.2T on memory and data center demand: BofA Although it took the semiconductor industry 50 years to reach the $1T mark in annual sales, the sector is currently growing at an incredible rate due to near-insatiable demand.Bank of America has forecast the total addre CENTRAL_BANK | Sep 15, 2026, 01:21 PM UTC L Global AI stocks fall as industry chiefs call for slowing development By Johann M Cherian and Gregor Stuart HunterAI-linked stocks plunged worldwide on Monday after leaders of the biggest artificial intelligence companies warned of potentially existential risks from the technology, shaking NEWS | Sep 14, 2026, 07:03 PM UTC L LRCX: AI demand and clean room constraints drive WFE growth, innovation, and record margins through 2027 WFE expectations have increased due to strong AI-driven demand and clean room constraints, with significant growth anticipated through 2027. Product innovation and advanced packaging are expanding market share, while ope EQUITY | Sep 09, 2026, 03:36 PM UTC M Lam Research slides as UBS trims target and insider sells Lam Research shares are lower Tuesday afternoon after UBS cut its price target to $425 from $435 and SEC Form 4 disclosed Chief Legal Officer Ava Harter sold 5,000 shares at $302.46 average. REGULATION | Sep 01, 2026, 08:02 PM UTC L Lam Research price target cut to $425 from $435 by UBS UBS cut its Lam Research price target to $425.00 per share from $435.00, according to Benzinga via TradingView News. EQUITY | Sep 01, 2026, 01:50 PM UTC L Lam Research directors Michael R. Cannon, Sohail U. Ahmed to retire Nov. 2 Lam Research said Michael R. Cannon and Sohail U. Ahmed will retire from its board on Nov. 2. EQUITY | Aug 27, 2026, 11:30 PM UTC L Lam Research directors Michael R. Cannon and Sohail U. Ahmed retire Lam Research announces retirement of Michael R. Cannon and Sohail U. Ahmed from its board of directors. EQUITY | Aug 27, 2026, 11:30 PM UTC L Lam Research board retirements announced Lam Research announces retirement of Michael R. Cannon and Sohail U. Ahmed from its board of directors. EQUITY | Aug 27, 2026, 11:30 PM UTC L Lam Research boosts quarterly dividend 27% Lam Research boosted its quarterly dividend by 27%. EQUITY | Aug 27, 2026, 09:07 PM UTC L Lam Research board approves quarterly dividend increase Board approved a quarterly dividend increase from $0.26 to $0.33 per share. EQUITY | Aug 27, 2026, 08:34 PM UTC L Lam Research announces 27% quarterly dividend increase Lam Research Corporation announced a 27% increase in its quarterly dividend. EQUITY | Aug 27, 2026, 08:09 PM UTC L Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally EQUITY | Aug 26, 2026, 08:27 PM UTC L LRCX - Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally - Click For LRCX - Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally EQUITY | Aug 26, 2026, 08:27 PM UTC L LRCX - Lam Research Corporation Announces Participation at Upcoming Conferences LRCX - Lam Research Corporation Announces Participation at Upcoming Conferences EQUITY | Aug 26, 2026, 08:06 PM UTC L Lam Research Corporation Announces Participation at Upcoming Conferences Lam Research Corporation Announces Participation at Upcoming Conferences EQUITY | Aug 26, 2026, 08:05 PM UTC M Lam Research plans more than $3 bln global lab network expansion Lam Research says it plans to invest more than $3 bln over five years to expand its global lab network, targeting a more than 50% increase in experiment capacity. REGULATION | Aug 13, 2026, 08:34 PM UTC L Lam Research to invest more than $3B expanding global lab network Lam Research (LRCX) announces plans to invest more than $3B to expand its global lab network and increase innovation velocity in the AI era. EQUITY | Aug 13, 2026, 08:30 PM UTC H US Inflation Rises 3.4% Year Over Year The US Consumer Price Index rose 3.4% from a year earlier, matching expectations MACRO | Aug 12, 2026, 01:31 PM UTC L Lam Research Teams Up with NY Creates Lam Research and NY Creates team up to train university students for the semiconductor workforce MNA | Aug 12, 2026, 01:04 PM UTC H Lam Research Stock Is Gaining Friday: What's Going On? Lam Research Corp. (NASDAQ: LRCX ) stock rose about 1% on Friday as semiconductor equipment stocks advanced alongside a broader rally in technology shares. The technology sector gained 1.20%, while advancing stocks outpa EARNINGS | Aug 07, 2026, 03:51 PM UTC H Bulls And Bears: Amazon, Microsoft, SpaceX examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging EARNINGS | Aug 01, 2026, 12:00 PM UTC H AMD Stock Jumps as Microsoft, Samsung Earnings Reignite AI Chip Trade Advanced Micro Devices Inc. (NASDAQ: AMD ) shares are bouncing back from months of weakness on Thursday as blowout earnings from Microsoft and Lam Research combined with a record quarter from Samsung reversed a brutal st EARNINGS | Jul 30, 2026, 06:40 PM UTC H This Micron ETF Lost Half its Value In a Month, but Is Still Up Almost 2,500% in a Year The Direxion Daily MU Bull 2X Shares (NYSE: MUU ) jumped 38% on Thursday as a broad rally in semiconductor stocks lifted Micron Technology, Inc (NASDAQ: MU ) stock almost 18%. The chip sector advanced after Microsoft Cor EARNINGS | Jul 30, 2026, 06:22 PM UTC H Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook Lam Research Corporation (NASDAQ: LRCX ) stock surged on Thursday after the company reported better-than-expected fiscal fourth-quarter 2026 results, issued strong forward guidance on Wednesday and drew a wave of bullish EARNINGS | Jul 30, 2026, 06:02 PM UTC H Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ: QQQ ) surged 3.5% in afternoon trading, on pace for its best session since RATES | Jul 30, 2026, 05:56 PM UTC