Theses›Listed companies›LRCX

Lam Research

NASDAQ: LRCX · US
Etch + CMP — critical for HBM TSV and advanced logic.

Markets it anchors
015254060+cheapfairfullexpensive16.4x 015254060+cheapfairfullexpensive16.4x
Fig. 1The screen as it last ran, 6 Nov 2026: Cheap at 16.4x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price200.44 USD
Market value$251B
Revenue, last 12 months$26B
Forward P/E16.4x
EV to revenue8.7x
Gross and operating margin51% · 40%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.