LRCX is one of the world’s largest companies that manufactures semiconductor processing equipment to make the integrated circuits needed for AI. In its fiscal 2026 first-quarter earnings report, the company showed record revenue of $5.3 billion, a record operating margin of 35%, a gross margin of 50.6%, and anticipated higher equipment spending in 2026.
It’s no surprise that LRCX stock is up 123% so far this year and could go higher. MoneyFlows data shows how large investors are once again betting heavily on stocks.
Institutional volumes reveal a lot. Over the past year, LRCX has enjoyed strong investor demand, which we believe is institutional support.
Each green bar indicates unusually large volumes in LRCX stock. They reflect our ownership entry signal, which drives the stock up:
There are a lot of tech names piling up right now. But there is a powerful fundamental story happening with Lam Research.
Institutional support and a healthy fundamental context make this company worth investigating. As you can see, LRCX has had strong growth in sales and profits:
Source: data set
Furthermore, EPS is estimated to increase this year by +15.4%.
Now it makes sense why the stock has been generating big money interest. LRCX has a history of strong financial performance.
Combining excellent fundamentals with MoneyFlows software has led to some long-term winning stocks.
Lam Research has been one of the top-rated stocks on MoneyFlows for years. That means the stock has unusual buying pressure and rising fundamentals. We have a ranking process that shows stocks like this on a weekly basis.
He has made 57 appearances in the rare Outlier 20 report in the last decade, including four in the last month. The blue bars below show when LRCX was a top pick over the last 10 years… Big Money has been everywhere:
Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. The demand for large amounts of money drives stocks higher.
LRCX stock is nothing new. Big money buying stocks is a signal to take note. Given the historic share price gains 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.
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