LRCX
Lam Research Corporation
NasdaqGS Technology United States
266,65 $US
+1.21% today
+44.09% YTD · +83.84% 1Y
9
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
22
Hedge funds tracked
Latest available SEC 13F filings
68
/ 100
STRONG

Analysis Lam Research Corporation (LRCX) — Kairos Score 68/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Lam Research Corporation

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require precise control at nanoscale dimensions; Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for deep silicon etch; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; Sense.i platform products; and customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Key info

👔
CEO
Mr. Timothy M. Archer
📍
HQ
4650 Cushing Parkway, Fremont, CA, 94538, United States
👥
Employees
23 300
💰
Market cap
333 729 857 536,00 $US
📊
P/E
46.3
💸
Dividend yield
0.50%

🕴️ Insider activity (90 days)

9 transactions — 0 buys and 6 sales reported by Lam Research Corporation executives.

MB
Mayer Bethany
2026-09-09
Sell
AT
ARCHER TIMOTHY
President and CEO · 2026-09-09
Other
AT
ARCHER TIMOTHY
President and CEO · 2026-09-09
Sell

🏦 Hedge Funds

22 institutional funds report a position on LRCX in their latest SEC quarterly filing.

BlackRock, Inc.
VANGUARD CAPITAL MANAGEMENT LLC
STATE STREET CORP
INVESCO LTD.
VANGUARD GROUP INC

📰 Recent news

15 recent articles on LRCX.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Lam Research Corporation

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of LRCX on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 9 insider transactions over 90 days
✅ All 22 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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