LRCX

Over the past six months, Lam Research Corp. (LRCX) stock has seen significant movements, with a 132.32% increase over the last 12 months and a 90.48% year-to-date return as of October 7, 2026. The stock surged nearly 18% following its Q4 2026 results announcement on July 29, 2026, driven by strong AI-related demand, better-than-expected quarterly revenue of $6.72 billion, and adjusted EPS of $1.82. Investor optimism was further boosted by stronger-than-expected Q1 guidance, forecasting revenue of $8.10 billion and adjusted EPS of $2.15. However, on October 6, 2026, LRCX shares fell 3.4% to $333.93, attributed to profit-taking amid broader semiconductor equipment stock declines and stretched valuation metrics. Insider activity over the past 12 months shows $175.9 million worth of stock sold by insiders, with no buying activities reported.