Charged Alpha logo
CHARGED ALPHA
Stock Analysis
Stock Library / LRCX
LRCX Technology Latest YouTube: Q4 FY2026 Published 2026-07-29

Lam Research

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Lam Research (LRCX): Record Quarter, Blowout Guide — So Why Are We Saying AVOID?

Published 2026-07-29

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q4 FY2026
2026-07-29
Podcast available
Yes
Current price
Daily move unavailable
Trailing / Forward P/E
Forward: —
Market cap / Volume
Volume:
Revenue / Earnings Growth
Earnings: —
Margins
Gross: — · Net: —
Balance sheet
Debt / Equity: —
52-week range / Beta
Beta: —
Analyst target
Upside: —
Cash / shareholder return
Dividend yield: —

Company context

Industry:
Country:
Employees:
Price to book:
Return on equity:
Business summary unavailable right now, but the market metrics and video archive below are still live.

Price chart

Market context for LRCX

Competitive view

LRCX vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Lam Research latest YouTube video thumbnail YouTube
Lam Research
LRCX
Latest video
Q4 FY2026
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
LRCX
Lam Research
INTC
$476.12B
Intel Corporation
MSFT
$3.59T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
LRCX
Lam Research
INTC
Intel Corporation
MSFT
26.9x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
LRCX
Lam Research
INTC
44.1x
Intel Corporation
MSFT
20.5x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
LRCX
Lam Research
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
LRCX
Lam Research
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
LRCX
Lam Research
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
LRCX
Lam Research
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
LRCX
Lam Research
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
LRCX
Lam Research
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
LRCX
Lam Research
INTC
1.0%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
LRCX
Lam Research
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
LRCX
Lam Research
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
LRCX
Lam Research
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
LRCX
Lam Research
INTC
Intel Corporation
MSFT
0.8%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
LRCX
Lam Research
INTC
27.5%
Intel Corporation
MSFT
17.8%
Microsoft Corp.

Related research

Non-quarter videos featuring LRCX

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-29

Record Quarter, Blowout Guide — So Why AVOID Lam Research? #LRCX #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for LRCX

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
2026-07-29
Published youtube podcast complete
Lam Research (LRCX): Record Quarter, Blowout Guide — So Why Are We Saying AVOID?
Quarterly earnings-analysis entry for Lam Research. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-23
Published youtube complete
LRCX Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Lam Research. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-23
Published podcast complete
Charged Alpha | Lam Research (LRCX) | S&P 500 Deep Dive — Ep. 0
Quarterly earnings-analysis entry for Lam Research. Use the links on the right to open the video or podcast episode.
Q2 FY2026
Episode live
2026-04-09
Published youtube complete
Charged Alpha | Lam Research (LRCX) | Q2 FY2026 Earnings Deep Dive
Quarterly earnings-analysis entry for Lam Research. Use the links on the right to open the video or podcast episode.