Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
FCF-Based Reverse DCF
51.1%/yr
±3.9% · FCF growth to justify current price
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
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.
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LRCX is a near-monopoly semiconductor equipment supplier riding the HBM and AI infrastructure supercycle. Beat Q2 FY2026 with $5.34B revenue and $1.27 EPS (+8.5% beat). HBM density expansion is the co...
Blowout quarter: revenue +22% YoY to .34B, gross margins hitting 50%, net income +34% YoY. Foundry now 59% of mix (from 35% YoY) — directly maps to TSMC/Samsung AI node buildout. China at 35% of Q2 re...