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2026-10-18 UTC
 

Lam Research Corporation (LRCX) research: valuation against peers, fundamentals over time, risk and news coverage

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LRCX

Lam Research Corporation
USD
263.94
-4.87% today
Market cap
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52-week range139.59 – 433.33
Price navigator — LRCX

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    INDY NEWS coverage of LRCX0

    Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

    Nothing filed on LRCX yet. Search the archive for related coverage.

    Full archive search for LRCX

    Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.

    Guidance reliability · LRCXmethodology·all companies

    Guides conservatively — lands inside its own range but in the upper half of it, averaging +2.4% against the midpoint across 55 forecasts.

    n = 55 resolved forecasts · Q3 FY2022 to Q3 FY2026 · 8 still outstanding

    Pattern
    conservatively
    55 resolved
    Avg. signed deviation
    −1.9%
    outside its own range
    Avg. vs midpoint
    +2.4%
    where in the range it lands
    Avg. range width
    17.5%
    room it leaves itself
    Above guidance13In line40Below guidance2

    Next report expected 28 Oct 2026 (Q4 FY2026) — Estimated from the issuer's own filing history: FY2025Q4 results were released on 2025-07-30. source

    The record — 63 forecastsevery figure sourced
    Every forecast LRCX management issued in its own earnings releases, with the outcome the company later reported and a link to both source documents.
    PeriodMeasureGuidedIssuedReportedLandedDeviationVerdictSources
    Q4 FY2026EPS (adj.)$1.50–$1.802026-04-22———PENDINGguidance
    “Net income per diluted share $1.65 +/- $0.15 $ 3.3 Million $1.65 +/- $0.15”
    Q4 FY2026EPS$1.50–$1.802026-04-22———PENDINGguidance
    “Net income per diluted share $1.65 +/- $0.15 $ 3.3 Million $1.65 +/- $0.15”
    Q4 FY2026Revenue$6.20–$7.00bn2026-04-22———PENDINGguidance
    “Revenue $6.60 Billion +/- $400 Million — $6.60 Billion +/- $400 Million”
    Q3 FY2026EPS (adj.)$1.25–$1.452026-01-28$1.47+1.5%ABOVEguidance · result
    “Net income per diluted share $1.35 +/- $0.10 $ 3.5 Million $1.35 +/- $0.10”
    Q3 FY2026EPS$1.25–$1.452026-01-28$1.450.0%IN LINEguidance · result
    “Net income per diluted share $1.35 +/- $0.10 $ 3.5 Million $1.35 +/- $0.10”
    Q3 FY2026Revenue (adj.)$5.40–$6.00bn2026-01-28———PENDINGguidance
    “Revenue $5.70 Billion +/- $300 Million — $5.70 Billion +/- $300 Million”
    Q3 FY2026Revenue$5.40–$6.00bn2026-01-28$5.84bn0.0%IN LINEguidance · result
    “Revenue $5.70 Billion +/- $300 Million — $5.70 Billion +/- $300 Million”
    Q2 FY2026EPS (adj.)$1.05–$1.252025-10-22$1.27+1.7%ABOVEguidance · result
    “Net income per diluted share $1.15 +/- $0.10 $ 3.5 Million $1.15 +/- $0.10”
    Q2 FY2026EPS$1.05–$1.252025-10-22$1.26+0.9%ABOVEguidance · result
    “Net income per diluted share $1.15 +/- $0.10 $ 3.5 Million $1.15 +/- $0.10”
    Q2 FY2026Revenue (adj.)$4.90–$5.50bn2025-10-22$5.34bn0.0%IN LINEguidance · result
    “Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
    Q2 FY2026Revenue$4.90–$5.50bn2025-10-22$5.34bn0.0%IN LINEguidance · result
    “Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
    Q1 FY2026EPS (adj.)$1.10–$1.302025-07-30$1.260.0%IN LINEguidance · result
    “Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
    Q1 FY2026EPS$1.10–$1.302025-07-30$1.240.0%IN LINEguidance · result
    “Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
    Q1 FY2026Revenue$4.90–$5.50bn2025-07-30$5.32bn0.0%IN LINEguidance · result
    “Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
    Q4 FY2025EPS (adj.)$1.10–$1.302025-04-23$1.33+2.5%ABOVEguidance · result
    “Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
    Q4 FY2025EPS$1.10–$1.302025-04-23$1.35+4.2%ABOVEguidance · result
    “Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
    Q4 FY2025Revenue$4.70–$5.30bn2025-04-23$5.17bn0.0%IN LINEguidance · result
    “Revenue $5.00 Billion +/- $300 Million — $5.00 Billion +/- $300 Million”
    Q3 FY2025EPS (adj.)$0.90–$1.102025-01-29$1.040.0%IN LINEguidance · result
    “Net income per diluted share $1.00 +/- $0.10 $ 3.9 Million $1.00 +/- $0.10”
    Q3 FY2025EPS$0.90–$1.102025-01-29$1.030.0%IN LINEguidance · result
    “Net income per diluted share $1.00 +/- $0.10 $ 3.9 Million $1.00 +/- $0.10”
    Q3 FY2025Revenue (adj.)$4.35–$4.95bn2025-01-29———PENDINGguidance
    “Revenue $4.65 Billion +/- $300 Million — $4.65 Billion +/- $300 Million”
    Q3 FY2025Revenue$4.35–$4.95bn2025-01-29$4.72bn0.0%IN LINEguidance · result
    “Revenue $4.65 Billion +/- $300 Million — $4.65 Billion +/- $300 Million”
    Q2 FY2025EPS (adj.)$0.77–$0.972024-10-23$0.910.0%IN LINEguidance · result
    “Net income per diluted share $0.87 +/- $0.10 $ 3.9 Million $0.87 +/- $0.10”
    Q2 FY2025EPS$0.77–$0.972024-10-23$0.920.0%IN LINEguidance · result
    “Net income per diluted share $0.87 +/- $0.10 $ 3.9 Million $0.87 +/- $0.10”
    Q2 FY2025Revenue (adj.)$4.00–$4.60bn2024-10-23$4.38bn0.0%IN LINEguidance · result
    “Revenue $4.30 Billion +/- $300 Million — $4.30 Billion +/- $300 Million”
    Q2 FY2025Revenue$4.00–$4.60bn2024-10-23$4.38bn0.0%IN LINEguidance · result
    “Revenue $4.30 Billion +/- $300 Million — $4.30 Billion +/- $300 Million”
    Q1 FY2025EPS (adj.)$7.25–$8.752024-07-31$0.86−79.9%BELOWguidance · result
    “Net income per diluted share $7.97 +/- $0.75 $ 4.3 Million $8.00 +/- $0.75”
    Q1 FY2025EPS$7.22–$8.722024-07-31$0.86−79.8%BELOWguidance · result
    “Net income per diluted share $7.97 +/- $0.75 $ 4.3 Million $8.00 +/- $0.75”
    Q1 FY2025Revenue (adj.)$3.75–$4.35bn2024-07-31$4.17bn0.0%IN LINEguidance · result
    “Revenue $4.05 Billion +/- $300 Million — $4.05 Billion +/- $300 Million”
    Q1 FY2025Revenue$3.75–$4.35bn2024-07-31$4.17bn0.0%IN LINEguidance · result
    “Revenue $4.05 Billion +/- $300 Million — $4.05 Billion +/- $300 Million”
    Q4 FY2024EPS (adj.)$6.75–$8.252024-04-24$8.140.0%IN LINEguidance · result
    “Net income per diluted share $7.20 +/- $0.75 $ 39 Million $7.50 +/- $0.75”
    Q4 FY2024EPS$6.45–$7.952024-04-24$7.780.0%IN LINEguidance · result
    “Net income per diluted share $7.20 +/- $0.75 $ 39 Million $7.50 +/- $0.75”
    Q4 FY2024Revenue (adj.)$3.50–$4.10bn2024-04-24$3.87bn0.0%IN LINEguidance · result
    “Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
    Q4 FY2024Revenue$3.50–$4.10bn2024-04-24$3.87bn0.0%IN LINEguidance · result
    “Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
    Q3 FY2024EPS (adj.)$6.50–$8.002024-01-24$7.790.0%IN LINEguidance · result
    “Net income per diluted share $6.90 +/- $0.75 $ 46 Million $7.25 +/- $0.75”
    Q3 FY2024EPS$6.15–$7.652024-01-24$7.340.0%IN LINEguidance · result
    “Net income per diluted share $6.90 +/- $0.75 $ 46 Million $7.25 +/- $0.75”
    Q3 FY2024Revenue (adj.)$3.40–$4.00bn2024-01-24$3.79bn0.0%IN LINEguidance · result
    “Revenue $3.7 Billion +/- $300 Million — $3.7 Billion +/- $300 Million”
    Q3 FY2024Revenue$3.40–$4.00bn2024-01-24$3.79bn0.0%IN LINEguidance · result
    “Revenue $3.7 Billion +/- $300 Million — $3.7 Billion +/- $300 Million”
    Q2 FY2024EPS (adj.)$6.25–$7.752023-10-18$7.520.0%IN LINEguidance · result
    “$7.00 +/- $0.75”
    Q2 FY2024EPS$6.03–$7.532023-10-18$7.220.0%IN LINEguidance · result
    “Net income per diluted share $6.78 +/- $0.75”
    Q2 FY2024Revenue (adj.)$3.40–$4.00bn2023-10-18$3.76bn0.0%IN LINEguidance · result
    “Revenue $3.7 Billion +/- $300 Million”
    Q2 FY2024Revenue$3.40–$4.00bn2023-10-18$3.76bn0.0%IN LINEguidance · result
    “Revenue $3.7 Billion +/- $300 Million”
    Q4 FY2023EPS (adj.)$4.25–$5.752023-04-19$5.98+4.6%ABOVEguidance · result
    “Net income per diluted share $4.75 +/- $0.75 $ 33 Million $5.00 +/- $0.75”
    Q4 FY2023EPS$4.00–$5.502023-04-19$5.97+9.9%ABOVEguidance · result
    “Net income per diluted share $4.75 +/- $0.75 $ 33 Million $5.00 +/- $0.75”
    Q4 FY2023Revenue$2.80–$3.40bn2023-04-19$3.21bn0.0%IN LINEguidance · result
    “Revenue $3.1 Billion +/- $300 Million — $3.1 Billion +/- $300 Million”
    Q3 FY2023EPS (adj.)$5.75–$7.252023-01-25$6.990.0%IN LINEguidance · result
    “Net income per diluted share $5.95 +/- $0.75 $ 74 Million $6.50 +/- $0.75”
    Q3 FY2023EPS$5.20–$6.702023-01-25$6.010.0%IN LINEguidance · result
    “Net income per diluted share $5.95 +/- $0.75 $ 74 Million $6.50 +/- $0.75”
    Q3 FY2023Revenue (adj.)$3.50–$4.10bn2023-01-25———PENDINGguidance
    “Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
    Q3 FY2023Revenue$3.50–$4.10bn2023-01-25$3.87bn0.0%IN LINEguidance · result
    “Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
    Q2 FY2023EPS (adj.)$9.25–$10.752022-10-19$10.710.0%IN LINEguidance · result
    “$10.00 +/- $0.75”
    Q2 FY2023EPS$9.23–$10.732022-10-19$10.77+0.4%ABOVEguidance · result
    “Net income per diluted share $9.98 +/- $0.75”
    Q2 FY2023Revenue (adj.)$4.80–$5.40bn2022-10-19———PENDINGguidance
    “Revenue $5.1 Billion +/- $300 Million”
    Q2 FY2023Revenue$4.80–$5.40bn2022-10-19$5.28bn0.0%IN LINEguidance · result
    “Revenue $5.1 Billion +/- $300 Million”
    Q1 FY2023EPS (adj.)$8.75–$10.252022-07-27$10.42+1.8%ABOVEguidance · result
    “Net income per diluted share $9.48 +/- $0.75 $ 3 Million $9.50 +/- $0.75”
    Q1 FY2023EPS$8.73–$10.232022-07-27$10.39+1.7%ABOVEguidance · result
    “Net income per diluted share $9.48 +/- $0.75 $ 3 Million $9.50 +/- $0.75”
    Q1 FY2023Revenue$4.60–$5.20bn2022-07-27$5.07bn0.0%IN LINEguidance · result
    “Revenue $4.9 Billion +/- $300 Million — $4.9 Billion +/- $300 Million”
    Q4 FY2022EPS (adj.)$6.50–$8.002022-04-20$8.83+11.4%ABOVEguidance · result
    “Net income per diluted share $7.18 +/- $0.75 $ 10 Million $7.25 +/- $0.75”
    Q4 FY2022EPS$6.43–$7.932022-04-20$8.74+11.3%ABOVEguidance · result
    “Net income per diluted share $7.18 +/- $0.75 $ 10 Million $7.25 +/- $0.75”
    Q4 FY2022Revenue (adj.)$3.90–$4.50bn2022-04-20———PENDINGguidance
    “Revenue $4.20 Billion +/- $300 Million — $4.20 Billion +/- $300 Million”
    Q4 FY2022Revenue$3.90–$4.50bn2022-04-20$4.64bn+3.2%ABOVEguidance · result
    “Revenue $4.20 Billion +/- $300 Million — $4.20 Billion +/- $300 Million”
    Q3 FY2022EPS (adj.)$6.70–$8.202022-01-26$7.400.0%IN LINEguidance · result
    “Net income per diluted share $7.36 +/- $0.75 $ 12 Million $7.45 +/- $0.75”
    Q3 FY2022EPS$6.61–$8.112022-01-26$7.300.0%IN LINEguidance · result
    “Net income per diluted share $7.36 +/- $0.75 $ 12 Million $7.45 +/- $0.75”
    Q3 FY2022Revenue (adj.)$3.95–$4.55bn2022-01-26$4.06bn0.0%IN LINEguidance · result
    “Revenue $4.25 Billion +/- $300 Million — $4.25 Billion +/- $300 Million”
    Q3 FY2022Revenue$3.95–$4.55bn2022-01-26$4.06bn0.0%IN LINEguidance · result
    “Revenue $4.25 Billion +/- $300 Million — $4.25 Billion +/- $300 Million”

    Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.

    Coverage universe: S&P 100. This is a factual record of what a company forecast and what it then reported. It is not investment advice, and it is not a view on the company’s prospects — we publish the measurement and draw no conclusion from it.