Lam Research Corp

Aktienanalyse zu Lam Research Corp (LRCX)

$286.920

-13.514 (-4.71%)Zum Schluss

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Hoch
295.860
Eröffnung
289.605
Volumengewichteter Durchschnittskurs
289.18
Volumen
10.36M
Marktkap.
138.04B
Tief
284.745
Umsatz
2.99B
EV/EBITDA, TTM
24.14

Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Its products and services are designed to help its customers build devices that are used in a variety of electronic products, including mobile phones, personal computers, cloud and enterprise servers, wearables, automotive vehicles and data storage devices. Its product families include ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus, and DV-Prime, Da Vinci, EOS, and SP Series. Its customer base includes semiconductor memory, foundries, and integrated device manufacturers that make products such as non-volatile memory, dynamic random-access memory, and logic devices. It offers services in areas like nanoscale manufacturing enablement, chemistry, plasma and fluidics, and others.

www.lamresearch.com

KI-Analyse of Lam Research Corp (LRCX)

Halten

Lam Research Corp is currently trading at $318.84, with a forward P/E ratio of 33.67, indicating that while the stock has potential for growth, it is also relatively expensive compared to its earnings. The recent 5-day change of -8.24% suggests short-term volatility, but the stock has shown a strong year-to-date change of +72.29%. Analyst price targets range from $385 to $420, suggesting potential upside. However, insider selling has increased by 198.22%, which raises concerns about confidence from company executives. Therefore, while there are positive long-term prospects, caution is warranted due to recent insider activity.

Analystenbewertungen (19)

-32.91% Abwärtspotenzial
Kaufen
16 Kaufen
3 Halten
0 Verkaufen
Aktuell: 286.92
Tief
142.00
Durchschnitt
192.50
Hoch
265.00

Morgan Stanley

2026-10-05

Kursziel

$385

Übergewichten

B. Riley

2026-10-01

Kursziel

$390

Kaufen

Berenberg

2026-09-09

Kursziel

$420

Kaufen

UBS

2026-09-01

Kursziel

$425

Kaufen

Mizuho

2026-08-25

Kursziel

$365

Überdurchschnittlich

Bewertungskennzahlen

Das aktuelle erwartete KGV von Lam Research Corp (LRCX) beträgt 33.67, verglichen mit dem 5-Jahres-Durchschnitt von 23.76.

Erwartetes KGV

Überbewertet
5J-Durchschnitt P/E
23.76
Aktuelles P/E
33.67
Überbewertet
31.42
Unterbewertet
16.09

Erwartetes EV/EBITDA

Fair bewertet
5J-Durchschnitt EV/EBITDA
19.30
Aktuelles EV/EBITDA
24.14
Überbewertet
25.90
Unterbewertet
12.70

Erwartetes KUV

Überbewertet
5J-Durchschnitt P/S
6.49
Aktuelles P/S
9.32
Überbewertet
9.06
Unterbewertet
3.91

Alphio-AI-Kursszenarien für LRCX

Szenariopreise sind das letzte monatliche Prognoseband des laufenden Jahres. Die Wahrscheinlichkeiten sind feste Modellgewichte (25 / 50 / 25), keine Garantien.

B

Bullisch

Bullisch · 25%LRCX

$117.09

Szenariopreis

B

Basis

Basis · 50%LRCX

$113.28

Szenariopreis

B

Bärisch

Bärisch · 25%LRCX

$89.48

Szenariopreis

Whales, die LRCX halten

C

Corient Private Wealth LP

+ HältLRCX

+51.17%

3-Monats-Rendite

H

Howard Capital Management, Inc.

+ HältLRCX

+15.93%

3-Monats-Rendite

M

MUFG Securities EMEA plc

+ HältLRCX

+13.36%

3-Monats-Rendite

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ HältLRCX

+11.89%

3-Monats-Rendite

C

Compound Global Advisors, LLC

+ HältLRCX

+11.66%

3-Monats-Rendite

B

Banque Pictet & Cie SA

+ HältLRCX

+11.36%

3-Monats-Rendite

Event-Zeitleiste

2026-10-01 (ET)

20:00:00

Treasury Yields Fall Back, S&P 500 Rebounds

2026-09-14 (ET)

08:30:00

Call for AI Slowdown Leads to Sharp Decline in Semiconductor Stocks

2026-08-27 (ET)

16:30:00

Lam Research Increases Quarterly Dividend by 27% to $0.33

2026-08-21 (ET)

14:30:00

Lam Research Shares Up 0.93% Amid Mixed Options Sentiment

2026-08-13 (ET)

17:00:00

Lam Research to Invest Over $3B to Expand R&D Network

News

LRCX FAQ – beantwortet von Alphio AI

Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Its products and services are designed to help its customers build devices that are used in a variety of electronic products, including mobile phones, personal computers, cloud and enterprise servers, wearables, automotive vehicles and data storage devices. Its product families include ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus, and DV-Prime, Da Vinci, EOS, and SP Series. Its customer base includes semiconductor memory, foundries, and integrated device manufacturers that make products such as non-volatile memory, dynamic random-access memory, and logic devices. It offers services in areas like nanoscale manufacturing enablement, chemistry, plasma and fluidics, and others. It operates in the Technology sector (SPECIAL INDUSTRY MACHINERY, NEC industry).

Lam Research Corp is currently trading at $318.84, with a forward P/E ratio of 33.67, indicating that while the stock has potential for growth, it is also relatively expensive compared to its earnings. The recent 5-day change of -8.24% suggests short-term volatility, but the stock has shown a strong year-to-date change of +72.29%. Analyst price targets range from $385 to $420, suggesting potential upside. However, insider selling has increased by 198.22%, which raises concerns about confidence from company executives. Therefore, while there are positive long-term prospects, caution is warranted due to recent insider activity.

19 analysts cover LRCX: 16 rate it Buy, 3 Hold and 0 Sell. The average price target is 192.50.

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