Sign inJoin
Company / Finance

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.

FollowAdd to WatchlistAsk Question
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 ->
Company filters1 of 1 reports match
Clear filters
Selected tags
LRCX
Clear tags
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
Read reportOpen slidesDiscussion (0)
Lam Research Corporationwafer-fab upside still has to survive the memory cycleMay 20, 2026
Member workspace

Financials and workspace tools are for paid members.

Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.

Sign in to continue

Recent Reports

Compact report index for this company.

View all 1 reports ->
ReportTypeUpdatedReadActions
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