How this company measures up on the fundamentals that matter
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 that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides 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 through-silicon via etch applications; 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; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $287, 52% above fair value of $188. Strong competitive moat. 31% profit margins. Passes all ethical screens. Ranks better than 67% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-01 | Fernandes Neil J | SVP | Sale | 18,170 | $4,635,894 |
| 2026-04-27 | Harter Ava | GC | Sale | 6,010 | $1,554,547 |
| 2026-03-04 | Bettinger Douglas R | CFO, EVP | Sale | 50,057 | $11,214,270 |
| 2026-03-04 | Harter Ava | GC | Sale | 1,500 | $333,990 |
| 2026-03-02 | Bettinger Douglas R | CFO, EVP | Sale | 40,329 | $9,284,542 |
| 2026-03-02 | Harter Ava | GC | Sale | 4,000 | $930,000 |
| 2026-02-06 | Brandt Eric | Dir | Sale | 35,000 | $7,896,150 |
| 2025-12-17 | Archer Timothy | Pres, CEO | Sale | 163,300 | $26,758,338 |
| 2025-11-14 | Bettinger Douglas R | CFO, EVP | Sale | 40,080 | $6,036,048 |
| 2025-11-07 | Mayer Bethany | Dir | Sale | 30 | $4,786 |
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15