Lam Research stock holds above $310 on new conference dates
Published on 08/27/2026 at 09:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Lam Research stock (ISIN US5324571083) is trading after a recent $310.17 opening on the Nasdaq, with a $388.12 billion market cap and a $357.31 average target still above that level. The company also flagged September 9, 2026, and September 10, 2026, investor conference appearances while the latest quarterly report showed revenue of $6.72 billion and earnings of $1.82 a share for the quarter ended July 29, 2026.
Conference calendar moves first
A recent company notice said Executive Vice President and CFO Doug Bettinger will present at the Citi 2026 Global TMT Conference on September 9, 2026, at 7:10 a.m. Pacific and at the Goldman Sachs Communicopia + Technology Conference 2026 on September 10, 2026, at 9:30 a.m. Pacific. That schedule gives investors two dated checkpoints before the next earnings discussion.
Market commentary tied to the stock has also pointed to a $365 target from one analyst report, above the $310.17 reference price and still within a wider consensus range that stretches from $184.20 to $500.00. The implied upside from that $365 level is 17.68 percent.
Quarterly numbers set the frame
The most recent reported quarter ended July 29, 2026, with revenue of $6.72 billion, up 30.0 percent year over year, and diluted EPS of $1.82 versus $1.33 in the same period last year. Consensus earnings for the current fiscal year were cited at 9.32 a share, while first-quarter fiscal 2027 guidance pointed to EPS of $2.00 to $2.30.
That spread matters because the quarterly run rate and the guidance band do not tell the same story: the quarter was already strong, but the outlook still leaves room for earnings to build across the rest of fiscal 2027. For investors, the comparison between $2.00 to $2.30 in the next quarter and 9.32 for the full year is the clearest benchmark in the current setup.
Technicals and valuation
The stock was also cited above its 200-day moving average of $286.99 and below its 50-day moving average of $335.90, which places it between long-term support and shorter-term resistance. In that range, fresh order commentary or a sharper read-through from the conference circuit can matter more than broad semiconductor sentiment.
Read more
More on Lam Research stock
Lam equipment base
Lam Research's core business centers on wafer fabrication equipment for etch and deposition steps used in chip manufacturing. That product mix keeps the company tied to advanced memory and logic spending, where process complexity and tool intensity can lift demand over time.
Price check
Lam Research stock opened at $310.17 on August 25, 2026, and the market capitalization cited for that session was $388.12 billion. The latest figures leave the shares trading below the $357.31 consensus target and well above the 52-week low of $94.11.
Fact box
Company: Lam Research Corporation
ISIN: US5324571083
Ticker: LRCX
Exchange: Nasdaq
Price (as of August 25, 2026, 9:30 a.m. ET): $310.17 USD
Market cap: $388.12 billion (as of August 25, 2026)
Sector / Industry: Semiconductor equipment
Index membership: S&P 500
