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Last update: Jun 30, 2026, 3:54 AM ET

Lam Research Corporation (LRCX) — What Changed

$410.91+31.82 (+8.39%) vs yesterday's close

Jun 30, 2026 5:06 AM ET·NASDAQ Global Select·Pre-market·CEO: Timothy Archer·18,600 employees

Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated syste…

🔔Major Change Detected

Market Cap

$513.9B

Sector

Technology

Semiconductors

Next Earnings

Jul 28, 2026

(29 Days)

Relative Volume

1.32x

Normal

Risk Level

Medium

Price Move

+8.39%

1-Day Change

Above 5D Avg: +2.1%

Volume Confirmation

1.32x

vs 30D Average

Normal Volume

Catalyst

Earnings Beat

Material / Earnings

Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating consensus…

Peer Context

Underperforming

Top 7 of 6 peers

Company-Specific Move

Signal Quality

Medium

Confidence Score

76/100

BestStocks surfaces only meaningful changes—backed by price, volume, catalysts, and peer context—so you can focus on what matters.

1Event Reaction Chartⓘ

Price reaction around a key event

LRCXLam Research Corporation$410.91+31.82 (+8.39%)

Price Move Up·Jun 29, 2026·+8.39% reaction

1. What Changed Since Last Close

Price Move UpHighHigh

Jun 29+8.39%0.83x vol

LRCX surged 8.60% to $411.68 on strong earnings results and topped targets as a chip-equipment maker. The rally reflects

›

Price Move DownHighHigh

Jun 26-5.66%1.19x vol

LRCX fell 5.66% intraday to $379.09 on June 26, continuing a broader semiconductor sector sell-off with 19.5M shares tra

›

Price Move UpHighHigh

Jun 25+7.21%1.02x vol

Lam Research moved +7.21% from $374.80 to $401.82 on 2026-06-25. We checked news, earnings, analyst updates, SEC filings

›

New FilingHighHigh

Apr 23

Lam Research filed its 10-Q on 2026-04-23, with no price change recorded on that date.

›

Earnings BeatMediumMedium

Apr 22

Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating consensus estimates of $1.36 by 8.1%.

›

Showing 5 of 6 events

2. Change Timeline

Date	Change	Price Reaction	Volume	Confidence ↓
Jun 29	VPrice Move Up	+8.39%	0.83x	High
Jun 26	VPrice Move Down	-5.66%	1.19x	High
Jun 25	VPrice Move Up	+7.21%	1.02x	High
Apr 23	FNew Filing	—	—	High
Apr 22	EEarnings Beat	—	—	Medium
Mar 31	EEarnings Beat	—	—	Medium

Sort:

3. Why It Moved

Primary Catalyst

Earnings Beat

Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating consensus es

Supporting Evidence

LRCX surged 8.60% to $411.68 on strong earnings results and topped tar
Lam Research moved +7.21% from $374.80 to $401.82 on 2026-06-25. We ch
Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating co
Lam Research (LRCX) reported Q earnings of $1.47 per share, beating co

Nature of Move

Company-Specific Move

LRCX outperformed peers by more than expected sector variance — move appears company-specific.

4. Peer / Sector Confirmation

Symbol	Today	5D	Rel. Vol
LRCX	+8.39%	—	1.32x	Lagging
NVDA	+1.27%	—	—
AMD	+3.43%	—	—
INTC	+2.65%	—	—
MU	+1.14%	—	—
QCOM	-0.35%	—	—

Company-Specific Move. Top 7 of 6 peers. LRCX outperformed peers by more than expected sector variance — move appears company-specific.

5. SEC Filing Watch

10-Q

Apr 23Medium

Quarterly financial results

8-K

Apr 22High

Material event — review for impact

View on SEC EDGAR →Source: filing_snapshots DB · past 120 days

6. Analyst Expectations

Consensus Target

$356.17

Median Target

$333.00

Upside to Target

-13.3%

vs $410.91

Analyst Activity — Last 90 Days

Upgrades

Maintains

Downgrades

Last Directional Actions

↑ Upgrade

Morgan Stanley · Equal Weight → Overweight

May 18, 2026

↓ Downgrade

Keybanc · Overweight → Sector Weight

Sep 23, 2025

View Analyst Detail →

7. Bull vs Bear Thesis Shift

Bullish Factors

✓Earnings beat with positive market reaction

✓Strong 8.4% price move with conviction

✓LRCX surged 8.60% to $411.68 on strong earnings results and

✓Lam Research moved +7.21% from $374.80 to $401.82 on 2026-06

Bearish Factors

✕LRCX fell 5.66% intraday to $379.09 on June 26, continuing a

✕New SEC filing — review for material disclosures

Net Thesis Change vs Yesterday

BearishNeutralBullish

Bullish Shift+42 / 100

8. What To Watch Next

Date	Event	Impact
Jul 23est.	10-Q Filing	Medium
Jul 29	Earnings Release	High

est. = estimated from prior filing cycle

🔔

9. Set Alerts & Get Notified

Get notified when LRCX reports earnings, files an 8-K, receives an analyst upgrade, or sees unusual volume.

✓ Earnings alerts

✓ Filing alerts

✓ Volume spikes

✓ Analyst actions