LRCX · Lam Research Corporation
Is LRCX setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Lam Research Corporation, in one place.
Today's breakout radarIs LRCX setting up for a breakout?
Breakout Radar API →Not today. LRCX is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about LRCX?
Stock Sentiment API →Bulls: Lam Research is 'reporting record profitability, expanding revenue and increasing demand for advanced manufacturing technologies,' and TSMC's finance team said on its call that equipment supply is 'tight' while keeping capex for the year at $60–64 billion — meaning demand for Lam's tools exists and the ceiling is capacity. Lam cited average weekly token usage up roughly 250-fold in the past 18 months as evidence of AI demand. The stock trades at $238.56 after a deep correction into major high-volume-node support, carries a Strong Buy analyst rating, and one upgrade notes it is down 29% since the prior sell call 'but the math has changed'; a rebound setup targets $248–$252 (+3%–5%) with a $267.50 target and $222.85 stop.
Bears: LRCX was the week's biggest loser among mega-cap names, falling more than 16% over the past week, and an insider executive executed a significant share sale. One skeptic argues the 250x token growth 'isn't 250x equipment sales,' and another says the equipment maker leans more on China, with recent strength looking 'more like stockpiling before restrictions than net demand.' The latest guidance was not as strong as investors expected, and the shift to Vera Rubin's 12-Hi stacks puts the 4-Hi and 8-Hi cycle 'to bed' only after impacting LRCX and peers.
Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.
What is the news saying about LRCX?
News Sentiment API →No recent news reading for LRCX. The News Sentiment API reads today's headlines on any US stock.
Are LRCX insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · ARCHER TIMOTHY$7.1M · Oct 23, 2026
- Sold · Mayer Bethany$3.0M · Sep 9, 2026
- Sold · ARCHER TIMOTHY$9.6M · Sep 9, 2026
- Sold · Varadarajan Seshasayee$8.0M · Sep 2, 2026
- Sold · Varadarajan Seshasayee$3.6M · Sep 2, 2026
How is Lam Research Corporation's business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Mar 29, 2026 | $5.8B | +24% | $1.8B | $1.45 |
| Dec 28, 2025 | $5.3B | +22% | $1.6B | $1.26 |
| Sep 28, 2025 | $5.3B | +28% | $1.6B | $1.24 |
| Mar 30, 2025 | $4.7B | +24% | $1.3B | $1.03 |
From the company's SEC filings (10-Q and 10-K).
What does Lam Research Corporation expect?
Company Guidance API →- Quarter ending September 27, 2026 · revenue · 8-K filed Jul 29, 2026
“Revenue $8.10 Billion +/- $400 Million”
- Quarter ending September 27, 2026 · revenue · 8-K filed Jul 29, 2026
“$8.10 Billion +/- $400 Million”
- Quarter ending September 27, 2026 · gross margin · 8-K filed Jul 29, 2026
“Gross margin 52.0% +/- 1%”
- quarter ending June 28, 2026 · revenue · 8-K filed Apr 22, 2026
“Revenue $6.60 Billion +/- $400 Million”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.