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Stock Library / LRCX
LRCX Unclassified Latest YouTube: Q2 FY2026

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

Charged Alpha | Lam Research (LRCX) | Q2 FY2026 Earnings Deep Dive

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q2 FY2026
Podcast available
Yes
Current price
$333.15
+10.56 (+3.27%)
Trailing / Forward P/E
63.10x
Forward: 41.42x
Market cap / Volume
Volume:
Revenue / Earnings Growth
23.8%
Earnings: 40.8%
Margins
35.0% op
Gross: 50.0% · Net: 30.9%
Balance sheet
2.54x current
Debt / Equity: 35.3
52-week range / Beta
$90.94 - $438.50
Beta: 1.80
Analyst target
$353.90
Upside: 6.2%
Cash / shareholder return
1.04% FCF yield
Dividend yield: 0.31%

Company context

Industry: Semiconductor Equipment & Materials
Country: United States
Employees:
Price to book: 39.36x
Return on equity: 66.8%
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.

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
Q2 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 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.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
LRCX
$416.62B
Lam Research
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
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
63.1x
Lam Research
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
LRCX
41.4x
Lam Research
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
LRCX
23.8%
Lam Research
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
LRCX
40.8%
Lam Research
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
LRCX
35.0%
Lam Research
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
LRCX
50.0%
Lam Research
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
LRCX
30.9%
Lam Research
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
LRCX
66.8%
Lam Research
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
LRCX
1.0%
Lam Research
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
LRCX
35.28x
Lam Research
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
LRCX
2.54x
Lam Research
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
LRCX
1.80
Lam Research
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
LRCX
0.3%
Lam Research
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
LRCX
6.2%
Lam Research
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for LRCX

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

Q2 FY2026
Episode live
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.
Q1 2026
Episode live
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
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.