See How Bullish Inflows Boost Lam Research

LRCX designs, manufactures, and sells semiconductor processing equipment used to fabricate integrated circuits needed for AI. In its third-quarter fiscal 2025 earnings report, the company showed record revenue of $5.3 billion, per-share earnings of $1.24 (beating the $1.19 expectation), a record operating margin of 35%, and a gross margin of 50.4%. The company reports next on Jan. 28.

No wonder LRCX shares are up 25% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Inflows Find Lam Research

Institutional volumes reveal plenty. In the last year, LRCX has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in LRCX shares. They reflect our proprietary inflow signal, pushing the stock higher:

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Lam Research.

Lam Research Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, LRCX has had strong sales and earnings growth:

• 1-year sales growth rate (+23.7%)
• 3-year EPS growth rate (+10.6%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +19.2%.

Now it makes sense why the stock has been generating Big Money interest. LRCX has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Lam Research has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made six appearances on the rare Outlier 20 report since September. The blue bars below show when LRCX was a top pick in the last year…Big Money keeps buying:

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Lam Research Price Prediction

The LRCX action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author owns LRCX in personal and managed accounts at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, learn how institutional trading flows can take your investing to the next level.