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LRCXLam Research Corp
Information Technology · Semiconductor Materials & Equipment · Mega
$230.10−0.02%
As of 23 Oct 2026Mkt cap $361B
Stage 13
WAIT
Fundamentals
53.7/75
Technical
3.5/15
Independent
57.2/90
GCAE viewelevated earnings event risk blocks an independent BUY decision
Price
- 1M
- −25.1%
- 3M
- −21.1%
- 6M
- −14.1%
- 1Y
- +62.9%
Financials & valuation
Cached filing evidence · as of 2026-10-22
Valuation
- P/E
- 34.3xHist median 27.5x
- Forward P/E
- —No validated forward-estimate source
- Price / FCF
- 44.4x
- FCF yield
- 2.3%
Quality
- ROIC
- 75.1%
- Operating margin
- 32.0%
- FCF margin
- 21.1%
- Current ratio
- 2.6x
Growth
- Revenue growth
- +26.0%Latest FY YoY
- Revenue CAGR
- +7.8%
- EPS CAGR
- +15.1%
- FCF CAGR
- +17.6%
Capital
- Share-count trend
- −2.3%3Y annualised
- Net cash
- $1.5B-0.3x OCF
Annual trend
- CAGR 2022–2026
- +7.8%
- Latest · 2026
- $23B
- YoY
- +26.0%
GCAE Research
- Quality Research
- NOT FLAGGED
- Acceleration Radar
- NOT FLAGGED
- THE ONE
- NOT FLAGGED
- Final / Opportunity
- NOT FLAGGED
Key takeaway
elevated earnings event risk blocks an independent BUY decision
Unresolved question
No reliable unresolved question is available from the current committed evidence.
Watch next
- Next earnings · 2027-01-27
More details & evidence
Production decision
- Stage 13
- WAIT
- Technical state
- approaching-support
- Rotation
- headwind
- Evidence
- fresh
Presentation freshness
- Stage 11 market
- 2026-10-23 · Massive
- Financial cache
- 2026-10-22
- Quality Research
- NOT FLAGGED
- THE ONE
- NOT FLAGGED
Authority
- Company page
- Presentation only
- Scores
- Frozen GCAE production outputs
- Research
- Research-only lanes; no score override
- Private portfolio
- Not loaded