LRCX · Lam Research Corp

NASDAQ Semiconductors Mega Cap Clavix D-
300.30+12.19  (+4.23%)

Price

Snapshot

50 fields · last close
Market Cap$360.5B
P/E49.62
Float1.25B
Beta1.95
Volatility48.8%
ExchangeNASDAQ
SectorSemiconductors
Cap tierMega cap
Macro sensitivityVery High
Clavix score41
Price300.30
Change+4.23%
Prev Close288.11
Open274.41
Day Low272.64
Day High288.27
Avg Vol10
Avg $ Vol$3.00B
52W High438.50
52W Low125.00
52W Pos55.9%
From High−31.52%
From Low+140.24%
Max DD 1Y−41.76%
Spread0.10%
LiquidityDeep
SMA 20+0.84%
SMA 50−2.30%
SMA 200+12.39%
RSI (14)45.5
Vol 30D56.9%
Vol 90D78.0%
1Y Range125–438
Daily bars516
Perf Week−3.39%
Perf Month−6.21%
Perf Quarter−25.94%
Perf Half Y+23.13%
Perf Year+136.35%
Perf YTD+62.27%
Prev Day+4.23%
ClavixD-
Debt / Eq0.30
Curr Ratio2.63
Int Cover52.9×
FCF Margin21.6%
Rev Growth+30.0%
ProfitProfitable
LeverageLow
Sector rank24 / 52

What LRCX does

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products.

It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes.

In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications.

Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades.

Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Clavix risk grade

regraded every trading day
D-41/100

LRCX grades D-, 41 of 100. Steadiest on News Sentiment (61), most exposed on Macro Resilience (24, weak). 1 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 24 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

LRCXSemiconductors median
Betavs the overall market · lower is steadier1.951.88
Volatilityannualized48.8%47.0%
Max drawdown, past yearworst peak-to-trough fall−41.8%
Typical daily movemedian absolute daily change2.36%
Days beyond ±3%of the last 252 sessions10441%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

LRCX
288.11

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

LRCX

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

LRCXSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.951.88
Macro sensitivityrate, dollar and credit exposure bucketVery HighVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
LRCX
#24 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

LRCX
1 week−3.4%
1 month−6.2%
Year to date+62.3%
1 year+136.3%

Context for the rank, not itself a risk measure.

Recent coverage, scored

LRCX
Articles scoredthe most recent scored coverage, up to 3030since 18 Aug
Average score0 most bearish, 100 most bullish68
Bullish · bearisharticles above 60 · below 4025 · 3
Directionarticles whose tone is improving vs worsening25 ↑ 3 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.30sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
2.63sector median 2.78 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
21.6%sector median 19.2% · 48 names
Interest coverageOperating income vs interest expense · higher is stronger
52.9×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

LRCX
Revenue growthyear over year+30.0%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

Lam Research is investing Rs 9,298 crore in a new silicon-component manufacturing facility in Karnataka, India, with land already allotted. The investment is part of a broader Rs 15,000 crore inflow into the state, alongside Applied Materials' Rs 3,600 crore expansion.

Source indiatimes.com Significance moderate Impact financial impact Risk improving

Read the article →

At Semicon India 2026, major chipmakers including Lam Research, Applied Materials, Micron, ASML, and Infineon committed to building equipment manufacturing, assembly, research, and design operations in India, but no company announced a new chip fabrication plant.

Source digitimes.com Significance minor Impact sector Risk improving

Read the article →

An analysis piece questioning whether Lam Research's current share price is justified given its very strong past returns of about 372% over the last five years.

Source yahoo.com Significance moderate Impact financial impact Risk neutral

Read the article →

Lam Research plans to invest about $1.04 billion (roughly 100 billion Indian rupees) in India over the next several years. The money will go toward its first silicon component manufacturing plant in the country and an expansion of its advanced research and development operations.

Source digitimes.com Significance moderate Impact financial impact Risk improving

Read the article →

An opinion piece compares Applied Materials (AMAT) and Lam Research (LRCX) as wafer fabrication equipment stocks benefiting from AI-driven chip demand, and concludes that AMAT is the safer pick due to its broader product portfolio.

Source Zacks Investment Research Significance minor Impact sector Risk neutral

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
AMATApplied Materials IncD$352.8B38.071.64Compare
TXNTexas Instruments IncB-$243.5B40.241.42Compare
KLACKLA CorpD$231.2B47.871.45Compare
INTCIntel CorpD-$574.1B2.36Compare
MRVLMarvell Technology IncF$214.2B81.132.29Compare
QCOMQualcomm IncD+$186.6B20.161.71Compare
ADIAnalog Devices IncB-$182.1B44.031.28Compare
AMDAdvanced Micro Devices IncD-$913.9B142.042.51Compare

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