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Lam Research Corporation

LRCX · NASDAQ

Lam Research reported FY2025 revenue of $18.4 billion and fiscal Q3 2026 revenue of $5.8 billion. The thesis turns on wafer-fab equipment demand, memory spending, China restrictions, service durability and cash conversion.

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NASDAQLRCXCoverage BootstrapLam Research Corporation
Latest ReportMay 20, 2026LRCX: wafer-fab upside still has to survive the memory cycleView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

LRCX: wafer-fab upside still has to survive the memory cycle

Lam Research reported FY2025 revenue of $18.4 billion and fiscal Q3 2026 revenue of $5.8 billion. The thesis turns on wafer-fab equipment demand, memory spending, China restrictions, service durability and cash conversion.

May 20, 2026Research reportSlides available
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Lam Research Corporationwafer-fab upside still has to survive the memory cycleMay 20, 2026
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LRCX: wafer-fab upside still has to survive the memory cycleLam Research reported FY2025 revenue of $18.4 billion and fiscal Q3 2026 revenue of $5.8 billion. The thesis turns on wafer-fab equipment demand, memory spending, China restrictions, service durability and cash conversion.NASDAQMay 20, 2026Research reportReadSlides