Lam Research Corporation (LRCX) Stock
NASDAQLRCX has an Alpha Score of 40 out of 100 (weak), computed on Nov 2, 2026 from 3 of 4 sub-scores. 21 members of Congress disclosed 80 trades in LRCX since 2015: 38 purchases and 42 sales, most recently David J. Taylor (purchase, Oct 15, 2026). 10 of the hedge funds AlphaScala tracks reported LRCX in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Coatue Management's at $4.09B. Company insiders reported 0 open-market buys and 8 sales on SEC Form 4 in the 90 days to Nov 2, 2026. Its trailing P/E ratio is 45.8 and its net margin 31.3% (key statistics as of Oct 22, 2026).
What is LRCX's Alpha Score?
How it works →Alpha Score of 40 reflects weak overall profile with poor momentum, poor value, strong quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 2, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Lam Research Corporation (LRCX)?
Most recent: David J. Taylor (purchase, Oct 15, 2026); records start Dec 22, 2015.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Dave Taylor R-OH · House | 2026-10-15 | purchase | $1k – $15k |
| Sheldon Whitehouse D-RI · Senate | 2026-08-13 | partial sale | $1k – $15k |
| Dave Taylor R-OH · House | 2026-06-05 | sale | $1k – $15k |
| Dave Taylor R-OH · House | 2026-04-27 | sale | $1k – $15k |
| Alan Armstrong R-OK · Senate | 2026-03-27 | purchase | $1k – $15k |
| Dave Taylor R-OH · House | 2026-03-12 | purchase | $1k – $15k |
| Dave Taylor R-OH · House | 2026-02-26 | sale | $1k – $15k |
| Cleo Fields D-LA · House | 2026-02-03 | purchase | $15k – $50k |
From STOCK Act periodic transaction reports. House filings as of Nov 1, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
Every member of Congress who traded LRCX, with filing lags →Which hedge funds own LRCX?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Coatue Management Philippe Laffont | 9.44M | $4.09B | -6% |
| Tiger Global Chase Coleman | 3.16M | $1.37B | -19% |
| Citadel Ken Griffin | 1.42M | $615.75M | +27% |
| Bridgewater Associates Ray Dalio | 938K | $406.56M | -40% |
| Whale Rock Capital Alex Sacerdote | 743K | $321.81M | -22% |
| Millennium Management Israel Englander | 696K | $301.81M | -56% |
| Altimeter Capital Brad Gerstner | 394K | $170.77M | NEW |
| Appaloosa David Tepper | 383K | $165.75M | n/a |
| Blackstone | 230K | $99.67M | +8245% |
| D.E. Shaw David Shaw | 206K | $89.45M | -78% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Lam Research Corporation insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 23, 26 | Archer Timothy | President and CEO | SELL | 31.4K | $7.1M |
| Sep 9, 26 | Archer Timothy | President and CEO | SELL | 30.0K | $9.6M |
| Sep 9, 26 | Mayer Bethany | Director | SELL | 9.6K | $3.0M |
| Sep 2, 26 | Varadarajan Seshasayee | Senior Vice President | SELL | 20.0K | $5.8M |
| Sep 2, 26 | Varadarajan Seshasayee | Senior Vice President | SELL | 12.3K | $3.6M |
| Sep 2, 26 | Varadarajan Seshasayee | Senior Vice President | SELL | 27.5K | $8.0M |
| Aug 31, 26 | Harter Ava | Chief Legal Officer | SELL | 5.0K | $1.5M |
| Aug 6, 26 | Archer Timothy | President and CEO | SELL | 30.0K | $9.0M |
| Mar 4, 26 | Bettinger Douglas R | Chief Financial Officer & EVP | SELL | 50.1K | $11.2M |
| Mar 4, 26 | Harter Ava | Chief Legal Officer | SELL | 1.5K | $334K |
SEC Form 4 filings as of Nov 2, 2026
See cluster-buy signals across all tickers →What are LRCX's key statistics?
Key statistics as of Oct 22, 2026
How does LRCX's valuation compare with the Technology sector?
| Metric | LRCX | Technology median | Companies in median |
|---|---|---|---|
| P/E ratio | 45.8 | 33.2 | 167 |
| Net margin | 31.27% | 11.43% | 191 |
| Return on equity | 66.97% | 15.27% | 194 |
| Dividend yield (payers) | 1.11% | 1.42% | 70 |
Medians over the Technology stocks whose key statistics were refreshed in the last 35 days (newest Nov 3, 2026). P/E excludes loss-making companies.
LRCX price chart
Powered by TradingViewWhat does Lam Research Corporation do?
Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. The company specializes in front-end wafer processing equipment that creates active components like transistors and capacitors, along with interconnects, as well as back-end wafer-level packaging and solutions for microelectromechanical systems. Its product portfolio includes thin film deposition systems using technologies such as electrochemical deposition, chemical vapor deposition, atomic layer deposition, and high-density plasma chemical vapor deposition for metal and dielectric films. Lam Research also offers plasma etch equipment employing reactive ion etch and atomic layer etching for precise patterning, photoresist strip systems with plasma technology, and wafer cleaning solutions like spin wet clean and bevel clean to remove residues and particles. These innovations support manufacturing of advanced memory, logic technologies, and applications in sensors, optoelectronics, and photonics. Founded in 1980 and headquartered in Fremont, California, Lam Research enables chipmakers to produce smaller, faster, and more efficient electronic devices through superior systems engineering and technology leadership.