Eli Lilly and Co., US5324571083

Lam Research stock holds firm after a 30% revenue jump

Published on 08/21/2026 at 07:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lam Research stock drew support from a $6.72 billion quarter on July 29, 2026, while shares last traded at $310.53 and analysts kept a Moderate Buy view.

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Lam Research Corporation (US5324571083) held firm after a July 29, 2026 quarter that brought $1.82 in EPS and $6.72 billion in revenue, while the stock last traded at $310.53 on August 20, 2026.

Quarterly numbers stay strong

The latest report showed revenue up 30.0% year over year from $1.33 EPS in the prior-year quarter, and the company also set Q1 2027 guidance at $2.00 to $2.30 in EPS. That mix matters because the current valuation still reflects a market cap of $388.57 billion and a price-to-earnings ratio of 53.91.

Analysts tracked by MarketBeat kept a Moderate Buy stance with an average target of $358.47, which sits above the last trade and leaves the stock with a 50-day moving average of $339.57 and a 200-day moving average of $285.35.

Trading stays above the average

Shares traded as high as $312.54 in the latest session and finished 1.1% higher at $310.53, with 6,014,746 shares changing hands, 46% below the average session volume of 11,216,807 shares. The performance backdrop is still strong: the stock is up 81.75% year to date and 214.93% over 1 year.

For investors, the useful comparison is simple. Lam Research has paired a 30.0% revenue increase with a 53.91 P/E, so the market is still paying for both growth and execution.

Equipment for chip makers

Lam Research makes wafer fabrication equipment for semiconductor production, including thin film deposition, plasma etch, wafer cleaning and related process modules. That product mix keeps the company tied to memory and logic spending, where the current revenue run rate and guidance range are the main numbers to watch.

More on Lam Research stock

Lam Research shares at a glance

Lam Research Corporation. Ticker: LRCX. Exchange: Nasdaq. Market cap: $388.57 billion. Price: $310.53 as of August 20, 2026, 4:00 p.m. ET.

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